yeah , saw , they were quaking in their boots on Thursday when they bid the price up 2.97 ...
you are the only one here is gets concerned when BMY price rises ... are you short a bale ??
i'm sure that there's a strategy to delay then next level , maybe they want to see moves by
competitors ? or they are working on more than 1 new app for the drug ? there was no mention
of problems , which there would have been , so a little patience is required now , but since
the announcement of delaying the next tests , there's been a few pr's on the HIV efforts ..
this company is certainly not sitting still ... garce
saw , i remember you saying that BMY was going off the cliff , Mr. Lamberto is incompetent , new drugs
failing , layoffs , you name it .. that was when the share price was 19.50 and i started my position ..
it's very clear that you are a bitter , bitter person with some sort of axe to grind .....
how can you explain to people who sold in the 20's and 30's that they could have held and doubled their
just read the report .... it's all about evaluation and the guy is using Graham's method .. that's fine .. Graham
was a value investor ... VZ is not a value stock ... the author was correct in that VZ is not a defensive stock ..
what VZ is , is a GROWTH company ... period .... yes , some of the metrics that the author uses , makes
VZ look like a stock to avoid , but then a growth company uses different metrics ...
the author points out to flat earnings growth over the past few years .. well , i guess so ... about $150 billion
spent on capex .... that's money spent to grow the business .. the sharp increase in capex over the past 10 years shows growth ....
if the author was to evaluate Amazon , Netflix , and a host of other companies , he would reach the same
be careful about what you read and hear ... allow some time to digest the news and remain objective and
check your emotions at the door ...
VZ T Sprint Tmobile , and the rest , are at a juncture in telecom , much the same way that INTC m MSFT and
the rest were in pc/internet back in the 90's ... there's a revolution underway and lots of growth for
the whole sector .
the big telecoms are vital to the "internet everywhere" .... garce ..
she probably is ... even though they have different party affiliations , i put Ms. Gingrich in the same room as
Ms. Pelosi .. both are pretty scary to look at ... not even sure if the lighting in a meat market along with 1/2 dozen
scotches would make either appealing to look at .... hence the need for a brown paper bag ... lol
it's not only Exxon .. all the majors are working cheaper , more efficient methods .. as with all other
develpment industries , they used what works to get started , then refine ...
i believe that water fracking , as we know it , has maybe 2-3 years to run , then it's over ...
that's okay , but an investors should allow for this before committing signifigant resources ...
I just don't see water fracking as a long term investment , hence , i sold NES some time ago .. will continue
to watch , but have other places for my money ... g
sad statement is that most financial media outlets have adopted the Super Market tabloid format ,
they pick one or two aspects of a company /sector / economy and write from a single perspective ..
they just there to "fire your 'magination" ... one thing that i do during DD , is to take at least 2 sides
into consideration .. what can go right and what can go wrong , if you don't know both sides ,
you should stay away from that company .. the articles do have some merit , but only if you
read 2 or about the same theme ...
fact is .. what IBM is going through now ( a transition ) is nothing new for IBM , the company
has reinvented itself many times successfully ... garce
exactly the point that i was making , but to avoid getting a "tag" i listed many potential
causes ... you and i both made the point that "bonding" is no longer science ,, it's like
when your car won't go , could just be a battery and yer on yer way ...
more than likely , it's a single part number and there is a "batch" that was affected ..
the overreaction to that thing amazed me , but for many "investors" , in Eman , who
are not as astute as most on this board , it looks like yet another faux pas and they
ran .. when the facts come out , especially if 14 guidance is more than 13 , we get that
35 cents back faster than HST .. .g
bill ,, i know you can read , now i know that you cannot comprehend ... where did i say that ablation is a made
up term .. i know very well what it is ... as for using solvent baths to remove resist , that's the way it's done ,
not water , but chemicals .... our chips are little different from any semi chip , the organics , most likely ,
drive the need for different chemicals .... it's not that the devices cannot get wet , but they do need to be
dried before final assembly ...
oh yeah , just thought of another possibility for the pad problem ... i don't have the answer , but you must ..
is bonding done in house ??? or do they vendor that out ... if the latter , then the vendor could very well
have screwed something up ...
again , without a line tour , none of us knows what processes stay in house , i'm not sure that the
do the whole thing in house ... might good questions on the CC ... are all processes done in house ??
if not , which ones are vendored out .....
BTW , Bill ... how many ashing procedures are done throughout the build ?
are they using Quads ???
later .. garce
Maybe the current bonding process is not the problem but a change in the standards required by customers
EXCELLENT point frank ... could well be .. maybe the spec was changed and Emagin felt the process was
robust enough , or the customers have increased their stress tests ... we're just guessing at this point ,
Tuesday we'll know more ... garce
wow .. read my post ... it is a WIP issue , the customers don't want
any more defective parts , the WIP will be more accurate about the
size of the problem and associated costs .
yes , and every post reiterated that nobody know anything , it's just pure conjecture at this point ...
you can't just look at the pictures on posts , you have read the words , after that it's comprehension .. that's
a tough one , eh ??
1st thing this morning , there seemed to be panic on this board , i just try to mitigate it ...
you and bill (and shack somewhat) just want to rail against mgmt , yet none of you have ever worked around
development projects .. i've seen some doozies , including a critical platform(IBM) that saw leads in the
thermal hat on a huge project that wound up genning over 100 billion in revs , blew up about a week before
announcement of the new systems ... never got any press because nothing was shipped , but years of
development were put into the project ....
everything that has happened at Emagin so far , it pretty much de riguere for tech development ...
good afternoon .. garce
laser ablation ??? nice term bill , but that would be used for
cutting shorts , no removing resist or whatever else they are
using , that would be a bath process ....
too early to tell trash ... if the root problem has been identified, and maybe already fixed ,
then it's not a big deal ... shipments were cancelled because the customers may believe
that the WIP still has the problems ... since it could have been from the plating process ,
it's just parts in front of the bond process but probably goes back to processing just
after deposition ... there is no way we can know the scope until the CC ...
the customers know that there are no OLED related problems and they do understand the
nature of this ... no contracts cancelled , but some posters are reaction as though that's
the case ...