thanks jpm ... i am expecting to hear that the actual problem occurred some time ago , once things got to the
point of impacting revs , they were bound to issue the 10k ... and there could still some sort of good news ..
Read the new article from MF .. they do the math on the dividend and present a case
for it to double .. , no time frame , BUT if VZ were to double it tomorrow , they would
then be paying out 66% of cash flow , 1% higher than T currently uses to service their
div ... now , doubling ain't gonna happen in a single year , but we should start to
see bigger increases than the last 3 or 4 years .. that will go a long way to price support ..
no news .. my guess is that there strategy behind the delay to phase III .. or maybe they have doubts and
want the results from phase II before committing more resources ... g
#1 .. i do not cut/paste
#2 .. i followed MCP since it's IPO ..the point that i was making was that MCP
mgmt posited rosy outlooks for ree's , the posters continued and were ogiastically
drunk when the thing went almost straight up to 70 , then refused to see anything
that might pop their bubble and sonofagun ... it went under 5.
NES' own statements are nothing less than glowing .. always be cautious of
the print that a company puts out ....
Gas and oil companies jumped quickly on the fracking process to pick low
hanging fruit before the environmental concerns raised flags .... now they
are looking for alternative methods to frack and most likely the landscape
will be a lot different within 2 years ....
There will probably always be some water fracking and attendant trucking, but
will most likely be limited to the exploration phases ...
NES is a highly speculative stock and from what i have seen , the positive
posters ignore any downside risk and continuously repost the same stuff ...
I drank the koolaid (along with none other than Jim Cramer) ... but the 2nd
glass had no sugar and didn't taste good, so i bailed on my position ...
I continue to watch and learn , might come back in , but from what i have
seen , in my investing endeavors , an RS is pretty much a kiss of death ,
few companies come back from those .. g
of 2 worlds , i will try to be succinct ..
1) supposition .. Eman bonding problems related to using older equipment
2) no plans to buy new for at least a few quarters
3) decision made to vendor out bonding , since no company will do only bonding they will be boxed in to
agreeing to the vendor doing entire BAT .
4) Company to do BAT ? ... AMD !!!!!!!!!!!!!
BTW .. Bill , you stated that purchasing wagers is the only part not done in house ,,, could be , i don't
know and i don't think that Emagin would publicly release such info ... my questions on wafers ...
what size ? and are the wafers line ready ? who dopes the wafers ?
Okay Bill .. use your inside scoop to tell us:
1) how much debt does AMD carry ?
2) what's the annual amount necessary to service the debt
3) what rates is AMD paying no debt
4) how much cpr is AMD still receiving from NYS ?
5) AMD is switching from standard pc chips to specialized chips , AND touting that
games will be a big source of revenue ... IBM used to make the chips for the top
3 game consoles , but didn't really make much money on same ... is AMD scrounging
IBM's garbage cans ???
6) is there any real growth in game consoles ?
at least paste a few headlines ...
note .. do a compare of eman and amd ... 3 month
when the news came out about the problems with the SNUP , volume shot up and the price got dinged ..
now we get a report on a few pad fails and the volume explodes and the price gets whacked ..
the volume of shares the past few days did not come from retail investors , but the larger investors ..
kind of shows they are only going by raw numbers and little analysis , to get so scared on this news ,
yes, there will be a q1 rev impact , but how much ???
the saga continues , a la soap operas , but without the commercials(unless you count bill) .. .
okay bill , laser ablation would be used to REWORK problem parts caught before
sealing ... after sealing , the parts are probably dead . that would be for cantamination
that the cleaning bath couldn't take care of ...
oh BTW ... you continue to show your lack of knowledge of manufacturing ... also ,
your inability to read a post accurately ..
I never tried to place blame outside of Emagin .. all of my posts on the bonding topic have
been guesses , conjecture and i offered a list of causes .... If you had ever worked
on a mfg line , you would then know , that it's not unusual for a customer to be
the cause of such a problem ... been there , done that ... until the cause is actually
known , an open mind is needed , most likely there was a batch or 2 that had
processing problems .... g
maybe 10 cents today , but i tend to doubt much movement until Wed ... (maybe AH tomorrow) ..
i sure want to hear how many parts were affected and what the total rev miss will be, that's related to the
bonding problem ... IF Eman wasn't supposed to have much rev for Q1 , then the miss could not be all
that large ... after that ,we need to hear that the problem has been bounded , the fix is in , and will the
shipment shortfall be caught up in Q2 .. after that , of course , a name or 2 of signed contracts for
non military product will be a breath of fresh air .. .g
ever since whenever ,, more analysts have gotten IBM wrong , than right ... and they have lots of
sour grapes for missing many opps , hence the negative stories ... too bad ... all an investor has
to do is check the numbers , then study IBM's history ... this isn't the first transition , but it is
acting the same as the rest ...
WOW ,,do you even analyze what you write ?
The trend of companies shift to commodity hardware is hurting IBM. Sales are down.
O why do you think that IBM is shedding hardware , in the planned succession started
over 25 years ago ... pc's , disc drives , and smaller chunks .
They are slow in change because of outsourcing themselves and shooting their own foot
O IBM has been working on the CLOUD for over 10 years .. it's a slow , evolutionary process .
Right now, my valuation assume 0 growth with IBM for 2014.
o yup , no doubt .. huge transition underway , 2015 will be a bit different .
now is the time to put up or shut up ... IBM will most likely be range bound for a year or
so ... trade it you want , should be some very good money for a trader to make , other
than that , it's buy , sell , hold .. your choice
since the prior programmed had expired , VZ needed to file a new program ... did you notice that the
same report stated that VZ only bought 3.5 million shares under the prior program ... this is normal ,
companies need to have an active buyback program in place , should conditions arise that
would lead to actually buying back the shares ... at least a few shares are needed to be bought
for things like 1) compensation and bonuses .. 2) employee stock purchase program , 3) to have
some shares on hand to use as currency for a buying another outfit ...
the purchases will remain very low , as the company has stated that they want to funnel as much
cash flow as possible at the debt ... .garce
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