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Navios Maritime Partners L.P. Message Board

youare_a_moron 4 posts  |  Last Activity: Aug 7, 2014 8:03 AM Member since: Sep 13, 2002
  • Reply to

    What's all this cr@p on the board?

    by stoolpie Aug 6, 2014 4:53 PM
    youare_a_moron youare_a_moron Aug 7, 2014 8:03 AM Flag

    The Hedge funds had a 8% gain last year, vs a 30% market gain, once again showing they can't hack it in a bull market and don't deserve the high fees they charge. .

    The Heggies have suffered massive redemptions so they have been trying to find something to #$%$ investors about it, so they are now running Crazy Ivan up the flag pole.

  • Reply to

    Big Boys have started to buy

    by long4foru Jun 25, 2014 3:39 PM
    youare_a_moron youare_a_moron Jun 27, 2014 9:00 AM Flag

    Short memory?

    What about the 1.3 M shares and trend reversal on Wednesday in the afternoon?

  • youare_a_moron youare_a_moron Jun 24, 2014 9:17 AM Flag

    ."However, there is no similar news circulating around its millisecond annealing tool competitors"

    More lies and hand waving BS!

    INTC never used laser anneal. Why is MTSN stock at $2, if they are really going to get major orders from Samsung for their tools?????

    "Utek has HBLED litho and new Super 3 G laser tool, but their revenues are almost negligible compared with the one LSA generated during its peak time"

    Laser anneal typically represents 20% to 30% of UTEK revenues, max was 36% in 2012.

    Last quarter, UTEK reported orders for tens of units for its HBLED tool ($18 M) and it expects these orders to grow 50% in 2H14. FYI-To give you an estimate of the market size for HBLED tools, here are 3,000 MOCVD tools in use at the HBLED manufacturers.

    So using your $100 millions/year for AP tools, here are UTEK sales for next year WITHOUT any laser tools:

    AP-$100 M
    Service-$40 M
    HBLED-$50 M (45 tools at $1.1 M each)
    Super 3G-$20 M (ten tools at $2 M each)

    BTW-your statement that there is no go growth in AP tool sales is wrong. AP sales grow with semi capex which is projected to grow double digit in FY15.

  • Reply to

    Will Utek’s stock drop below cash value?

    by pauldanzel Apr 12, 2014 3:35 AM
    youare_a_moron youare_a_moron Jun 23, 2014 2:09 PM Flag

    You are either a SFB retail jerk or part of the short cartel trying to work this stock down using the speculation of a shill Analyst.

    Since as you noted "a good invest requires to carefully check every important area" here are some questions for you.

    1. What is the cost of ownership difference between flash anneal and laser anneal?
    2 Has flash anneal improved the patterning and wafer breakage problems that caused the industry to avoid it at the 28 and 20nm nodes?
    3. Number of CMOS fabs that employed laser anneal at the 28nm node?
    4. Names of the 2 firms having yield issues that are using flash anneal for 14nm FinFETs?
    4. If MTSN is really going to get qualed at 14nm, why is its stock trading at under $2?
    5. What is the maximum percent of revenue that laser anneal has provided to UTEK through the years?
    6. What's happening in other areas like HBLED litho and with the new Super 3 G laser tool?
    7. The consensus Analyst FY15 number is $1.24/share, nettiing out cash, the stock is carrying at P/E of 8, what is the average P/E15 for a semi equipment stock?.

    I will be waiting for your answers, moron.

NMM
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