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Vail Resorts Inc. Message Board

needinfo117 37 posts  |  Last Activity: 9 hours ago Member since: Jan 3, 2011
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  • needinfo117 by needinfo117 Mar 7, 2016 2:49 PM Flag

    ple (AAPL) supplier Qualcomm (QCOM) quintupled its content in the Samsung Galaxy S7 smartphone as radio frequency-chipmaker Broadcom (AVGO) repeatedly lost share to rival Qorvo (QRVO), a ChipWorks teardown shows.

    The ChipWorks teardown was last week, but it was highlighted in a research report Monday by Needham analyst Rajvindra Gill.

    InvenSense (INVN), another Apple supplier, apparently lost the GS7 gyroscope to STMicroelectronics (STM). InvenSense stock was down 1.5% in midday trading on the stock market today. STMicro stock was up a fraction.

    Three Skyworks Solutions (SWKS) chips were completely replaced in the GS7.

    Key winners in getting their chips inside the new phone, besides Qualcomm and Qorvo, included NXP Semiconductors (NXPI) and Maxim Integrated Products (MXIM).

    Although Broadcom retained a power amplifier, rival Qorvo swiped two Broadcom components from the GS7. But Broadcom replaced a Skyworks multiband module (a power amplifier).

    Last week, Broadcom CEO Hock Tan bragged that the chipmaker has increased its content by 20% every year for its “North American customer,” which analysts said is the Apple iPhone, and that another bump is expected with the release of the next iPhone, the iPhone 7, due out in September. Meanwhile, though, Broadcom is de-emphasizing its mobile unit, which will comprise 23% of Q2 sales, down from 32% in Q1, as smartphone shipments slow amid a saturated market.

    Samsung lowered its own chip content in the GS7 vs. the GS6. Qualcomm took four chips (including the application processor) from Samsung and replaced Cirrus Logic (CRUS)/Wolfson on an audio chip. SK Hynix, NXP and Maxim each replaced a Samsung component.

    But Samsung swapped STMicroelectronics’ touch controller in the GS6 for its own controller in the GS7.

    And Texas Instruments (TXN) lost the wireless power receiver to Integrated Device Technology (IDTI).

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    Sentiment: Strong Buy

  • Company is great at writing bullish sounding announcements / very important

    Company is terrible at increasing shareholder value or even maintaining it/ Not good

    something must be done for the stockholders in 2016 or take the company private !!!!!

  • Today, 4G smartphones incorporate as many as 40 filters, more than twice the number needed for low-end mobile devices. In fact, the high-band RF BAW filter market for mobile applications in 2015 is estimated to have been $1.6 billion and is expected to grow to $2.3 billion in 2016, and $4.6 billion by 2020.

    Sentiment: Strong Buy

  • Reply to

    maybe we should become a PR company

    by needinfo117 Mar 8, 2016 8:07 AM
    needinfo117 needinfo117 Mar 9, 2016 8:17 AM Flag

    Wow they really are becoming a PR company

  • Reply to

    chipotle did it again

    by netprophecy2 Mar 8, 2016 11:49 PM
    needinfo117 needinfo117 Mar 9, 2016 8:29 AM Flag

    Bottom line right now they cannot even sell real quantities to their own main investors QSR. Just amazing !!!!

  • needinfo117 by needinfo117 Mar 9, 2016 2:54 PM Flag

    40929454_homeUSA: Two seafood processing and cold storage companies are to pay $495,000 in penalties for violations of laws relating to the management of ozone-depleting refrigerant R22.
    In a settlement announced yesterday by the Environmental Protection Agency and Department of Justice, Ocean Gold Seafoods Inc and Ocean Cold LLC will pay $495,000 in penalties for violations of the federal Clean Air Act and Emergency Planning and Community Right-to-Know Act.
    According to the US Environmental Protection Agency, the two companies failed to promptly repair R22 refrigerant leaks and failed to keep adequate records of the servicing of their refrigeration equipment at their facilities in Westport, Washington.
    “Because of this settlement, the Ocean Companies are expected to cut their future ozone-depleting releases and reduce their future refrigerant emissions in an amount equivalent to approximately 47 million pounds [approximately 21,320 tonnes] of carbon dioxide each year, another step in our efforts to combat climate change,” said director Ed Kowalski of EPA’s Pacific Northwest Office of Compliance and Enforcement.
    “Investing in better equipment and maintenance to stop wasteful refrigerant leaks is good for our enviroment

    Sentiment: Strong Buy

  • needinfo117 by needinfo117 Mar 9, 2016 5:23 PM Flag

    Sounds like our team is just about ready to break the 4 minute mile or actually land on the moon. The negative is, why Subway has not gone past 25% when they have been actually using the product and know results. With food safety being in the headlines and a scientific advisory board being formed one would think candidates would be aggressive in joining this board but they had no additional announcement.. I own some shares and will not take anymore risk until we get actual sales. The market is huge ,the need is huge so I am willing to increase my position at higher prices but no reason to take anymore risk now.

  • needinfo117 by needinfo117 Mar 10, 2016 7:22 AM Flag

    In Malaysia, El Niño’s impact on palm oil production may be even more drastic than previously expectedwith 2015/16 production volumes potentially falling by as much as 3 million metric tons, in turn pushing prices above $730 per ton for the first time since September 2012, up 17% from current levels.

  • needinfo117 by needinfo117 Mar 11, 2016 8:00 AM Flag

    Asia supply chain stabilizing. The CS Asia Tech Team has noted that the iPhone supply chain orders are indicating things may be better than feared. In our view, this improvement could be the first positive movement since the Apple iPhone supply chain cuts began late last year. We raise our CY16/CY17 EPS estimates by 3.5%/1.2% to $9.23/$10.33, and continue to believe that with high retention rates, continued installed base growth, and the optionality of a smaller 4-inch iPhone, Apple remains an Outperform.  Near-term builds stabilizing, installed base growth. Near term, our Asia team and our own checks suggest that builds are stabilizing at ~40-45mn units for C1Q16. Given the typical overbuild that occurs at the end of the year, we believe this supports our new unit estimate of 50mn iPhones for C1Q16. Overall, builds for 2016 are now expected to be between 210- 215mn. As a result, we raise our CY16 units to 212.5mn from 203.0mn. Our proprietary installed base analysis shows that the installed base grew by over 35% last year to 600mn and we believe that, with growth in the installed base headed towards 715mn by the end 2017, an average replacement rate of around 30 months, and high retention rates, units could grow 9% to 232.7mn in 2017. We also see additional long-term unit growth potential coming from Apple's iPhone Upgrade Program, which could accelerate the replacement rate and potentially drive units higher over time.

    Sentiment: Strong Buy

  • Since 2013, as a consultant to PURE, Dr. Marsden has made important contributions to help guide the Company’s product development and regulatory initiatives of its two antimicrobial products, PURE Control (FDA-approved direct food contact processing aid for fresh produce and for raw poultry) and PURE Hard Surface (EPA-registered food contact surface sanitizer and environmental disinfectant).

    The members of the Advisory Board will provide guidance for future FDA, USDA and other regulatory applications and submissions, including the preparation of protocols, application testing in pilot plant environments, input on summary reports and future white papers.

    ‘Natural’ Product Claims Can Be Murky

  • A vegetable mix, which is thought to be the source of E. coli in Costco chicken salad, has been recalled. The FDA said a farm in California recalled the celery and onion mix used in the chicken salad, that has been linked to an E.coli outbreak which has sickened 19 people in seven states.

    The retailer has a single supplier of the vegetables it uses in its chicken salads sold throughout at all United States stores.

    Costco pulled the chicken salad off store shelves nationwide, posted signs in its stores and provided detailed purchase logs to the U.S. Centers for Disease Control and Prevention to help it track who bought the product and where the salad ingredients came from.

    In addition to the Costco chicken salad, the produce was in dozens of products sold at a number of major stores, including Target, Walmart, Vons, Albertsons and Starbucks.

    The initial illnesses were linked to chicken salad sold at Costco, however Taylor Farms Pacific is acting “out of an abundance of caution” by recalling all of the blend, which was distributed to Target, Walmart, Starbucks, Safeway and other grocery stores for use in prepared deli foods.

  • needinfo117 by needinfo117 Mar 31, 2016 8:37 PM Flag

    4 Qorvo chips in the new I phone

    Sentiment: Strong Buy

  • Reply to

    What is PURE waiting for ?????

    by needinfo117 Mar 30, 2016 10:15 AM
    needinfo117 needinfo117 Apr 2, 2016 8:13 AM Flag

    amazing I read Chipolte may be willing to try burgers, but I have no reason to believe they have any interest in trying the PURE solution.

  • Reply to

    Read chipworks report

    by needinfo117 Mar 31, 2016 8:37 PM
    needinfo117 needinfo117 Apr 3, 2016 7:45 AM Flag

    product did not exist /this is new for Apple

    Sentiment: Strong Buy

  • needinfo117 by needinfo117 Apr 3, 2016 8:20 AM Flag

    Plenty of press for Thrive both blogs and print, sales testing at both the net and supermarkets in Calif. Followed by roll out on Amazon all sounds good. Now we end up with a situation where they have ZERO inventory so why the roll out and the build up??? Plenty of good marketing with Algenist and I have not heard of inventory problems.. Getting attention for a new product is a truly hard job and not being able to keep the momentum up because of poor planning seems unacceptable and impossible to understand.

  • needinfo117 by needinfo117 Apr 7, 2016 7:36 AM Flag

    Updated April 7, 2016 6:08 a.m. ET
    Coconut oil prices have soared by nearly 20% in a month, largely because of the growing popularity of specialty products like coconut water.

    In supermarkets, coconuts are being sold with pull tabs to be drunk like beer. Coconut sugar is being touted as healthier for diabetics. And Gwyneth Paltrow is among celebrity coconut fans, once revealing she swishes around virgin coconut oil for oral health and whitening her teeth.

    Such trendy products come from young green coconuts, fresh coconut and even the flowers. That leaves less dried coconut—copra—to be made into conventional oil, which is used in everything from dish detergent to medicine.

    The fallout has been a nearly 20% price jump since February, with the average price in March $1,448 a metric ton, according to World Bank data released late Wednesday. That is more than 50% higher than the average price in 2013.

  • needinfo117 by needinfo117 Apr 7, 2016 9:00 AM Flag

    Why does the company have no real sales after getting approvals for solutions that the food service industry must solve ??? Very strange ,major problems with what PURE say's they have proven solutions and the regulators agree and still no sales. Something need explanation !!! CONFUSED

  • They invest billions of dollars in new hitech stuff all from Stanford & Mit think tanks.. This solution seems fairly low tech but has proven need right now today farms, food service institutional & retail can just about go out of business over nite from these problems yet this solution is not on 60 minutes the nightly news and cannot attract any real investors WHY ??? confused

  • needinfo117 by needinfo117 Apr 11, 2016 8:00 AM Flag

    Pure food safety for produce and poultry might eventually sell after lots of education. The lack of use by Subway of the food contact solution our first product and the lack of testimonial from Subway franchisers is what makes the company have zero credibility today. All prospective customers know the biggest investors are the Subway investor group and know the trouble and time it is having getting their own folks to use the product. It was a mistake for the company to go and do investor presentations when it really had no real sales results to talk about. You have to have a pre sold enthusiastic group as proof that a big user sees actual results from using the product and is willing to put it's voice behind it when you are introducing a revolutionary type solution with a product that can change an industry. At the next investor presentation make sure you have real results to talk about so you can be 100% convincing that not using this solution will leave your food business behind and make you noncompetitive.

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