Bill , how come you post something like this , then cry about the responses that you get ? Are you Hassidic ??
IBM knows that , as well as every other company .. mgmt is no value add ,but vital ... need to have a pool
to draw from for middle / upper mgmt .. it's all factored in .. g
seems pretty fair to me , i'll guess that they would also get sick to their stomachs , if they saw you kissing ...
sure looks like it ... now we have to see it get through that resistance around 56 , might be a tough one ,
however, a favorable announcement on Immablinlaub could be rocket fuel .. .garce
most certainly , however ,if they should need to cut their div , then watch it fall faster than gravity can pull it ...
When the bonding problem 1st surfaced , i posited many causes , including , something done on the
customers' end ... got mocked for it too ..
now we get the skinny , all 3 customers were using the displays beyond the design specs ....
subsequently , Emagin is working to expand the spec boundaries and the customers still want the product ..
later .. garce
one of the questions asked in the CC , concerned the return of higher margins ... they were very conservative
on this matter ... as they eventually transform to a real mfg outfit , and run the line as such , the margins
will balloon ...
a long time ago , a poster posited that more SNUPS would solve things ... it wasn't time for that and
still isn't , but soon, 2 or 3 more machines will equate to greatly increased efficienies , when they don't have to balance what products to work on when , AND engineer has their own SNUP to work on , which will
greatly reduce development time , the margins will rise .
For now , to look at Emagin's mfg through a true mfg glass , it has to be a wreck ... some cycle times will
show be very lengthy and others will beat plan ...
I don't know how the inventories are being treated from a tax point of view , but inventory and wip
can kill a company ... ours may be under a development umbrella , but eventually it won't so this
needs to be worked on ...
Ams ... and the size of the electronics is probably directly related to the masks ...
while the big guys have shrunk such sizes greatly over the years , each
step is expensive .. there may be a mask cost factor inhibiting reducing transistor
sizes at this time ... also how many thin film levels that can be put on substrate
can limit the numbers of components .. the company will not comment on
any of this , lest competitors get more info than they should have ..
Emagin really needs to get to higher production volumes in order to drive
efficienies from processing ... these will come over time ... g
"He’s started a pull system for production planning," - It must be "POOL" not "PULL". Pool order control or something like that . Really serious stuff - this new guy knows what he is doing. This is what will get us over all those 'stop orders' issues in the future.
a "pull" system prevents "internal channel stuffing" , so to speak , it's part of "just in time" mfg ..
you leave WIP at the least valued sectors of the line , and only "pulled" forward as needed ...
controlling product mix and cycle times are key to mfg efficiencies that will increase margins ..
turmoil in pharma .. big monies wait for clarity .. who will buy who , what deals will fall through , etc ..
fundamentals still in place ... either ride it out or add to position ...
we knew that 2014 would see much higher volitility ....
Harry Truman had it right .. if it's too hot , then get out of the kitchen
Cramer told me to NEVER act on his recommendations the next day or two ... WAIT , because too many
numskulls will trade on his words the next day ..
What Cramer is looking at , with BMY , is the same as any long term investor ... a great , solid company
that will be much higher some time down the road , but , any investor should know that there will be
some down periods , which is when you buy ... don't buy/sell blindly , think about it .. .garce
as the market climbs a wall of worry , so do individual sectors ... for now , there is plenty to be wary of in pharma ..
not the least of which is the noise from DC that the newer drugs are far too expensive ... if the govt decides
to move in with more regulation , it will be bad for the sector ... those insitutions that are sitting with
shared bought in the teens and low twenties have plenty profit to take and with the div being under
3% they can put money to work elsewhere ....
while the insts. run willy nilly , they often give great entry points , or points to add to a position , which is
why Cramer still likes BMY .. fundamentals are great and mgmt has shown very good vision ..
at this juncture we could see BMY at 48 , 46 , or even 42 before bouncing back ..
over the long haul , BMY should prove out to be one of the better pharma's to hold .. garce
you are a bit late there sewers ... VZ has already drooped , now they are reloaded for another leg up ...
bill , i have always bought into the idea that markets are rational , it's the investors who lack rationality ... on getting
to 60 , no doubt that will happen before 40 , but i don't look for it this year ... more volatility in 2014 and sideways
markets , but VZ is still a great hold and/or add to through 2015 , personally , i believe that things are going
to get really messed up in 2016 and will be assessing how much i want to be long going into elections ..garce
i don't think that there are very many weak hands in here any more .. given the report , i would
have expected a larger decline and some larger volumes ... i agree that we are right around the
support level and any positive events will drive us higher ... g