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Analog Devices, Inc. Message Board

passolidda 132 posts  |  Last Activity: Aug 4, 2014 6:12 PM Member since: Mar 29, 2001
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  • passolidda passolidda Aug 4, 2014 6:12 PM Flag

    NASDAQ After hours 6:04
    Vol. 1.1 million shares 15.75 HI 16.07 Lo 13.62

    Sentiment: Buy

  • passolidda passolidda Jul 20, 2014 9:18 PM Flag

    Thanks for the info...I wouldn't have known. I sent a URL from MacRumors ... didn't understand why it never posted.
    Thanks again

  • passolidda passolidda Jul 20, 2014 9:15 PM Flag

    Yes, Read my post MacRumors

    Sentiment: Buy

  • passolidda by passolidda Jul 20, 2014 9:10 PM Flag

    I posted A URL from MacRumors; the post was deleted.
    It showed the Mesa Facility, and a statement, that there will enough sapphire for both one model of the phone and for the watch by year end.

    Sentiment: Buy

  • Lately I've experiencing problems with this website. Has anyone encountered such things as…

    Opening portfolio(when opening) - error message, after repeated tries, still does not respond.
    Addressing Finance option - doesn’t open.
    Hang-ups – i.e., get no response while attempting to view a different option on the same page
    Etc.

    I do not have these problems on other websites.

  • Reply to

    Solar powered I-phone

    by passolidda Feb 13, 2014 10:59 PM
    passolidda passolidda Feb 13, 2014 11:57 PM Flag

    The fact is; Apple has a patent of utilizing thin sapphire screens with thin IZGO Indium/zinc/gallium oxide to make a solar cell. In addition, the sapphire top coat in also needed for the finger print ID.
    I don't believe Gorilla glass can match this combination. Also, GTAT claims they can get close to matching the cost of gorilla glass.

  • passolidda by passolidda Feb 13, 2014 10:59 PM Flag

    "The iPhone 6 may be linked to a new innovative and unique development. Several sources, including Business Today’s website, have found significant evidence that Apple is rumored to be working to implement a Sapphire solar power screen for the iPhone 6".

    Sentiment: Strong Buy

  • This news is from March; I haven't seen anyone post this, and if they have, maybe some of you are unaware of this alternative.

    An alternative to using pure sapphire is to laminate an ultrathin layer of sapphire with another cheaper transparent material, maintaining much of the performance advantage of sapphire at a cost comparable to that of the glass typical in mobile-phone displays.

    For this purpose, GT Advanced Technologies, based in Nashua, New Hampshire, is developing a method for making sapphire sheets thinner than a human hair—much thinner than the nearly millimeter-thick glass used now on mobile phones. (The technology, originally developed for making very thin solar cells, was acquired from Twin Creeks Technologies. See “Startup Aims to Cut the Cost of Solar Cells in Half.”)

    Any comments!...Positive or Negative

    Sentiment: Buy

  • passolidda by passolidda Aug 26, 2013 10:32 AM Flag

    Any comments, Positive or Negative as to this?
    IBM announced its support for Pivotal's Cloud Foundry last month through a partnership in the continued development of the popular, open source Platform-as-a-Service. The announcement comes as one in a string of backings from IBM for cloud-related open source projects.

  • Reply to

    Reimbursing Mr. Gutierrez for his travel expenses

    by passolidda Aug 23, 2013 10:21 PM
    passolidda passolidda Aug 24, 2013 10:43 PM Flag

    You and the rest of those that took issue with my posting, completely missed my point
    about my “Personal Compensation” comment.
    I take issue with personal compensation - this sets a precedent.
    Why not give all top executives personal expenses, pay for their kids’ education,
    pay for weddings; compensate employees travel expenses for travel to and from work.
    Sounds ridiculous?? Yes! Tom and the rest of the employees can be rewarded with bonuses,
    and rewards for a job well done - Emphasize "JOB WELL DONE". Nothing Personal.

  • Is this for personal travel??? What will BOD approve next?
    On August 19, 2013, the Compensation Committee of the Board of Directors of GT Advanced Technologies Inc. (the "Company") approved a travel reimbursement program for the Company's President and Chief Executive Officer, Thomas Gutierrez, that provides up to a maximum amount of $30,000 annually solely for the purpose of reimbursing Mr. Gutierrez for his travel expenses between his primary residence in New Hampshire and his secondary residence in North Carolina. The reimbursement under this travel program will apply retroactively to cover eligible expenses incurred from January 1, 2013.

  • LEDs are conventionally made on a relatively costly substrate of silicon carbide or sapphire. Bridgelux has come up with a new process that takes advantage of existing fabrication machines used to make silicon computer chips, potentially cutting LED production costs by 75 percent, according to the company.
    In addition, with the introduction of gorilla 2 glass and other scratch resistant coatings, makes the viability of sapphire for mobile device screens questionable.

    Hydraulic Fracking opening up vast amounts of gas and oil. The United States now rivals Russia as the world's top gas producer, in large part due to fracking ... In addition, fracking will make U.S. a major oil exporter. This will hinder the advances PV Solar was making in approaching parity with electric utilities.
    Solar farms where there is no space restriction; thin film solar cells are used – not good for GTAT.

    Now, I have doubts about GTAT... Even if shorts start covering the 31% GTAT short position –
    maybe moving the stock price up, I fear their products may not have sustainability. Hope I’m wrong.

  • passolidda by passolidda Oct 5, 2012 4:03 PM Flag

    The numbers speak for themselves;
    Most of you were for the MLM takeover, I never was.
    Most of you faulted management…Yes! Florida Rock (FR) was
    a mistake - I agree, but do you believe management would
    have bought FR if they knew we were heading into recession? I don’t.

    MLM was offering us 0.5 for 1. In my opinion that was an insult.

    Today MLM $85.01; VMC 48.11, 0.5/1 it doesn’t compute.

    If MLM tries another takeover, I won’t accept less than 0.75 for 1.

    Personally, I’d rather VMC go it alone. They have a larger geographic
    footprint, bigger market and I believe better profit potential. Compare
    them from 1995 up to when they bought FR. VMC outpaced MLM
    almost every year.

    As far as management – I have no opinion. Some of you fault
    Management for various reasons (opinions). Yes! Management is
    very important. But until there are facts of egregious wrong doings
    - I’m neutral.

  • passolidda by passolidda Sep 17, 2012 6:41 PM Flag

    Plot the lows and highs since June - a classic channel forming.
    If nothing occurs to break this trend, the shorts will get nervous
    and start covering… maybe they already are. Let’s hope the trend
    continues.

  • Reply to

    Forbes: iPhone 5 Winners

    by passolidda Sep 13, 2012 12:35 AM
    passolidda passolidda Sep 13, 2012 9:26 AM Flag

    XCSC1: Obviously you don't keep up with the news

  • passolidda by passolidda Sep 13, 2012 12:35 AM Flag

    iPhone 5 Winners: Analog Devices, Fairchild, Avago
    Analog Devices gets about $1 to $2 per iPhone 5 for the microphone and possibly another controller.
    Analog makes the digital mike and the touch screen controller for the iPad 2. It should get roughly $20 million to $40 million in revenue from the iPhone 5 assuming Apple sells 20 million units per quarter over the next few quarters

  • passolidda by passolidda Aug 2, 2012 5:28 PM Flag

    Read the risk factors pages 22 -47. Understandable Yes! Some
    IMO, significant. The one on pg. 47. “Hedging activity and sales of our
    common stock… the notes are due 2013…could affect our stock price
    by depressing it…potential distribution into the market of substantial
    amounts of common stock at the maturity of exchangeable notes”.

    I don’t fully understand this type of activity, doesn’t sound good to me.
    Comments?

  • Reply to

    Why is GTAT in the dumps?

    by passolidda Jul 12, 2012 1:59 PM
    passolidda passolidda Jul 13, 2012 9:42 PM Flag

    I_yoni
    Read my post "Why is GTAT in the dumps" exactly what you are saying.
    I'd be interested if you've read anything that might add to it.
    There was an article today on Yahoo of company going BR that could be
    Negative/Positive for GTAT.

  • Reply to

    Why is GTAT in the dumps?

    by passolidda Jul 12, 2012 1:59 PM
    passolidda passolidda Jul 13, 2012 6:59 PM Flag

    JV, from your post, you seem to understand how the insider stock program works – I’m
    not that familiar with it. While on the subject, regardless of how much stock insiders
    own or are awarded every year, I don’t believe insider trading has any bearing on the
    stock price, or that insiders have any special advantage.

    Case in point, IPGP, ~40% owned by insiders. This stock skyrocketed from ~ 10 to 70+
    in less than 2 yrs. Stock is now ~40. Insiders were selling all the way up and
    all the way down. From what I understand, they (insiders) can have an agreement
    to sell at specified pre-determined dates – they can’t time the market.

    From what I know, if I were an insider, I wouldn’t be selling GTAT. But, what do I know???

    I posted Couldabes to elicit some constructive commentary; for the board to
    add factual whys’ a Couldabe was unlikely, or a commentary that someone has
    read, that would be of interest to the board…etc. Most of the replies missed the
    point and went off on a tangent.

  • Could it be?

    * The Global Recession.
    * Maybe a better technology lurking.
    * (28M share - 22%) short position – many
    betting against GTAT.
    * Their backlog may not get fulfilled.
    * Traders keeping it in a narrow range.
    * This Qtr. and next not looking good.
    * U.S. Nat. gas discoveries may drive Elec. rates down,
    making renewable energy less attractive.
    * LED market not maturing fast enough.
    * Arranging a lot of debt – for what?
    * Very little news about new orders.
    * Glut of Si
    * Some Solar companies going bankrupt.
    * Solar in a Recession
    * GTAT considered specialized semi-conductor,
    yet the media reports it as Solar.
    * The Stock Market deteriorating.
    * etc.
    Some of you have mentioned some of the above points -
    Consider them all together.

    And yet, Great Stats. Yahoo has a 2.5 rating?

ADI
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