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NXP Semiconductors NV Message Board

i.alaric 75 posts  |  Last Activity: 48 minutes ago Member since: Mar 9, 2012
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  • Reply to

    Annual Shareholder Meeting

    by gary.kopel 17 hours ago
    i.alaric i.alaric 48 minutes ago Flag

    "we all want the same thing"

    really??? They want Ricci's head on a stake on my front lawn too? I never would have guessed that. Well I guess it's good we all want the same thing.

  • Reply to

    Annual Shareholder Meeting

    by gary.kopel 17 hours ago
    i.alaric i.alaric 52 minutes ago Flag

    yahoo sucks a big bag of donkey hot dogs. thank you for posting, Gary. Always copy before you post anything meaningful here. At least then you can try reposting when yahoo scrooows you.

    Sometimes I think yahoo wants to drive people away from the finance boards. It's the only thing that makes sense, other than incompetence.

  • Reply to

    New Uselessless Rant

    by uselessineustis 20 hours ago
    i.alaric i.alaric 59 minutes ago Flag

    well said use. I agree. Nuan is a terrible trade. It's a long play for patient investors. Carl Icahn could care less about traders. Institutional investors could care less about traders. So.... traders on this board can wring their fists and complain - but nuan is simply a lousy trade. My heart goes out to long term holders who are on this board daily. Staring at the wall will not make the paint dry faster. I make money almost every day in this market... but not on nuan. Someday I will though and I am just as patient as the Icahn group.

  • Reply to

    Why the after hours drop?

    by von_paulus 13 hours ago
    i.alaric i.alaric 12 hours ago Flag

    1000 shares. it's meaningless. more to the point, why are shares trading below .50? Looks like a binary event with this stock. Either it's an easy triple or better - or it goes bankrupt, game over. I would tread very carefully but wouldn't fault anyone for taking a tiny position, as long as you realize it's gambling. However it is a real company in a growing industry, with deals booked. Trading 0.22x sales (yahoo finance)

  • Reply to

    AMBA target raised to 75

    by hitman4gk Jan 28, 2015 8:28 AM
    i.alaric i.alaric Jan 28, 2015 8:36 AM Flag

    that said - apple has been kind to nxp.. but I doubt amba would fare as well in negotiations with the giant.... see invn for an example. I won't mention gtat since the guys running gtat were just total morons.

  • Reply to

    AMBA target raised to 75

    by hitman4gk Jan 28, 2015 8:28 AM
    i.alaric i.alaric Jan 28, 2015 8:35 AM Flag

    don't know, but I'm in both amba & nxpi. both companies have diversified and growing buisinesses. I care much more about that than apple in particular. Apple is a margin killer. scroow em.

  • Reply to

    iphone blowout

    by naha62 Jan 27, 2015 4:37 PM
    i.alaric i.alaric Jan 27, 2015 4:54 PM Flag

    too bad invn mgmt can't manage the company. I am looking to get long again b/c it's the only decent mems pure play (I also like the 'always on' mic play)... but still don't trust mgmt after last Q debacle.

  • Reply to

    SWKS vs NXPI

    by nncy_drk Jan 25, 2015 1:33 PM
    i.alaric i.alaric Jan 26, 2015 8:34 PM Flag

    in my experience, price dips in nxpi are both short and shallow. It's best to use weakness to accumulate. Euro weakness is not bad for nxp since they are an exporter. There is plenty of growth ahead for this modestly valued company. Great products in many sweet spots, plus good management that I trust to continue on the correct course. It's the only stock I recommend to friends because my conviction is so solid. Goldman Sachs seems to agree with me, in their classic scheming backhanded way....

  • Reply to

    SWKS vs NXPI

    by nncy_drk Jan 25, 2015 1:33 PM
    i.alaric i.alaric Jan 26, 2015 6:59 PM Flag

    dividendseeker- as the euro gets weaker, nxp's products become cheaper for customers outside europe. I'd rather have that, than what qualcomm is going through. Their chips keep getting more expensive as the dollar increases. Moreover, we own nxpi in dollars. Another tailwind for nxpi longs.

  • Reply to

    Baidu

    by rxfser Jan 15, 2015 10:04 AM
    i.alaric i.alaric Jan 17, 2015 1:27 AM Flag

    Well they are a Chinese company. So they probably just steal software from the likes of Google, nuance, IBM, dolby, etc

  • i.alaric i.alaric Jan 12, 2015 12:34 PM Flag

    I couldn't agree more small caps. I just wish Ricci thought like that..

  • Reply to

    12.3 Feb 20

    by rxfser Jan 11, 2015 8:06 PM
    i.alaric i.alaric Jan 11, 2015 10:58 PM Flag

    jcha - please let us know where to find the fine print of the standstill agreement? I have not seen it.

    also, I'm not an options guru either, but rx is not wrong....

    by definition, if you sell a put, you are writing a contract to buy stock from whoever owns that put upon expiration. so yes the seller of puts is contractually obligated to buy upon expiration unless the puts expire worthless..

    And rx has pointed out, Icahn would not likely enter into the standstill without some protection here. Carl willingly gave up some very important shareholder rights in exchange for those board seats. It's reasonable to speculate he would demand protection from this catch 22 scenario... Ricci HAD to have paid dearly for putting a leash on Carl's ability to wage a proxy battle. I am positive that can't come cheap.....

  • i.alaric i.alaric Jan 10, 2015 1:28 AM Flag

    "GS was hired by RIchy Ricci to possibly brake up the company"

    not true. Ricci tapped Goldman for guidance fending off Icahn.

  • 1. no mention of company break up

    2. no mention of board shakeup

    those are the two catalysts that seem interesting to me now. The timing of the note, given that proxy votes must have been pouring in recently.... things that make you go, hmmmmmmmmmm.

    So, goldman issues the sell rating knocking pps down a couple dollars more and, weeks or months from now, they can tell their clients 'selling is overdone, load up on nuan."

    They can claim down the road they weren't aware of the above catalysts when they issued the sell, based on valuation...

    Of course it could also be a legit call by GS too. But I doubt it. It's just too fishy a call, a sell rating coming out of nowhere.... as many on this board have pointed out. I don't buy it, GS!

  • i.alaric i.alaric Jan 9, 2015 3:40 PM Flag

    btw - nice call, rx... you nailed it

  • Reply to

    GS downgrades to sell wit $11 target

    by onyxpig Jan 9, 2015 8:25 AM
    i.alaric i.alaric Jan 9, 2015 12:06 PM Flag

    billy, who knows. but if you smell fish, there's probably a rotting fish carcass nearby. enter goldman sacs.....

  • i.alaric i.alaric Jan 9, 2015 10:31 AM Flag

    I'm sure we could create an exceptionally long thread detailing all of the shady things GS does. Actually... we should. Everyone, please feel free to share :)

    I found another one of their nxp downgrades:

    Jan 2, 2014
    Goldman Sachs downgraded NXP Semiconductors NV (NASDAQ: NXPI) from Buy to Neutral with a price target of $44.00 (unchanged).

  • i.alaric i.alaric Jan 9, 2015 10:20 AM Flag

    Aug 2014 was just the last time they pulled that nonsense! I've own nxpi since fall of 2011 and witnessed Goldman downgrade that stock at least three or four times. Probably more, I haven't kept track. It always seems like they hit the stock about a month or less before the next leg up.

    So what does this downgrade mean? Well, GS doesn't want to look stupid. They didn't mention anything about a nuan breakup. So that's probably what is going to happen. Maybe we spin off imaging business. Once Goldman's client are in the stock, news of a breakup hits the wires and..... boom. GS clients make money, and GS isn't technically wrong. "We do not see NUAN as a potential acquisition candidate, and see growth and margins challenged, which is the basis for our downgrade" Oh yeah but we never said the company won't be broken up!

    I will also mention, regarding nxpi, it appears Goldman is covering their tracks too. I tried to google other GS nxpi downgrades prior to Aug 2014. They've all been removed, couldn't find any of them. But GS definitely downgraded nxpi multiple times over the past three years. So it looks like they've removed previous nxp downgrades from google search. Scandalous!

  • i.alaric i.alaric Jan 9, 2015 9:39 AM Flag

    how much you wanna bet Goldman clients start accumulating nuan over the next month or so. crooks. I'm glad I ignored them everytime they slap a sell on nxpi.

    Aug 18 2014
    Analysts at Goldman Sachs downgraded NXP Semiconductors N.V. from Neutral to Sell.

    The target price for NXP Semiconductors has been lowered from $58.00 to $54.00.

    NXP Semiconductors shares have surged 80.53% over the past 52 weeks, while the S&P 500 index has gained 18.77% in the same period.

    NXP Semiconductors' shares dropped 2.52% to close at $62.28 on Friday.

  • i.alaric by i.alaric Jan 8, 2015 6:02 PM Flag

    Carl Icahn was just on cnbc so I tuned in.... while talking about companies Carl owns etc, the subject of poor stewardship came up and...... nothing! No mention of nuance at all by the pundits. They just asked him about twitter rumors. lame.

NXPI
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