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Sorted by: Date | Top Results
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| 1. |
Re: down 35% since mid sept. 
Can LSCC go alone for the Forseeable future ? Answer
is NO; Mgmt already conceded that they cannot pursue
the high end fpga market; and their mid range FPGAs
will get clobbered by Spartan-6, Cyclone U may see
a...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Lattice Semiconductor Corporation
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drus12 |
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4-Nov-09 04:51 pm |
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| 2. |
Re: Did anyone listen to xlnx cc?
I think Xlnx should meet their guidance for Q4 based
on the extra week they have for Q4-09; the negatives
were the lean bookings from Distis meaning we sho
uld...
Business & Finance > Investments > Stocks (A to Z) > Stocks X >
Xilinx, Incorporated (XLNX)
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drus12 |
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15-Oct-09 01:44 pm |
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| 3. |
Re: Time to toss Bozo Execs
Very POOR explanations from CFO and MOSHE on the Conference
calls;Their Decision to lower the Engg Dollar expense
by moving jobs to ASIA will come back to bite the
m;they...
Business & Finance > Investments > Stocks (A to Z) > Stocks X >
Xilinx, Incorporated (XLNX)
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drus12 |
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15-Jul-09 05:48 pm |
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| 4. |
Re: CSCO has $33B cash, buying NTAP make alot of senses
I dont see CSCO going after NTAP;Looks like some so
called Smart money got blindsided by the EMC offer
for DDUP; Now they are trying to drum up support and
make the...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
NetApp, Inc.
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drus12 |
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3-Jun-09 02:20 pm |
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| 5. |
Re: sell the rumor, buy the news?
The Smart money appears to have booked Profits on NTAP;
I dont think this is a good fit for IBM;It may be
a possible one for Brocade or HP but after HP's
results, I dont see Hurd...
Business & Finance > Investments > Stocks (A to Z) > Stocks N >
NetApp, Inc.
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drus12 |
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20-May-09 02:51 pm |
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| 6. |
Re: Worst investment of all time
I agree that AMAT's performance was way below expectations;
Future is murky ;I am not sure why the S&P analyst
recommends a Buy ; I think CS or Citi Analyst put
a $ 8 target;So...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Applied Materials (AMAT)
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drus12 |
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13-May-09 05:18 pm |
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| 7. |
Re: Why???
Take a look at all the Semi results that came out this
week;The hedge Fund guys drove the SOX up last week
thinking Inventories are depleted and need to be.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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drus12 |
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8-May-09 08:02 pm |
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| 8. |
Re: XLNX to cut 20% of employee in an effort
Do U think the current Mgmt understands FPGAs ?From
a technology standpoint how will Xlnx grow ?Where
is Xlnx offshoring to ? To Russia or in Southeast
Asia? Do u think that Xlnx will implement similar
cost structure model as...
Business & Finance > Investments > Stocks (A to Z) > Stocks X >
Xilinx, Incorporated (XLNX)
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drus12 |
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22-Apr-09 05:21 pm |
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| 9. |
Re: Looks like ALTR is hinting at better next quarter.
Q2 could be a down quarter so assuming Q2-09 declines
by 5-10%, Sales could be in range of $240 -$ 256 M
;Earnings in range of $ 0.12 ; going to $ 0.15 for
Q3 and $ 0.18 for Q4...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Altera Corp. (ALTR)
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drus12 |
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21-Apr-09 05:32 pm |
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| 10. |
xilinx Q2 outlook
xilinx is positoning itself for a long summer with
limited visibility.I congratulate the CEO decision
to take a 20% pay cut. I hope other valley CEOs such
as Otelline of Intel do the same.Expect Xlnx to optimize
and control...
Business & Finance > Investments > Stocks (A to Z) > Stocks X >
Xilinx, Incorporated (XLNX)
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drus12 |
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16-Apr-09 05:34 am |
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| 11. |
Vote against INTEL Board ; get rid of these BOZOs
Express your dissapointment with Intel BOZOS (Chief
Bozo being Paul Otelline) by voting against Paul Otelline
;He and the Exec Mgmt should assume blame for GROSS
mismangement and falling Gross...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Intel Corporation
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drus12 |
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14-Apr-09 06:27 pm |
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| 12. |
Re: Recent Xilinx layoff in January?
Wow that is indeed a Surprise !On their Conf call XLNX
Mgmt seemed to say that they had done their cost cutting
in 2008 and were well positioned;So quite a surpr
ise...
Business & Finance > Investments > Stocks (A to Z) > Stocks X >
Xilinx, Incorporated (XLNX)
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drus12 |
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4-Feb-09 08:19 pm |
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| 13. |
Re: Any layoff rumors at Cisco?
Cisco is not immune; Expect 20-40% lower sales guidance
; Gross Margins will not improve any time soonI would
expect CSCO to announce a 15-20% workforce cut over
the next 18...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cisco Systems, Inc.
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drus12 |
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3-Feb-09 01:29 am |
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| 14. |
Re: Technicals
If XLNX sales drift below the critical $ 400 M for
Q1-09 then the stock could drift lower towards $ 10;
I think XLNX hit peak sales in 2008 and may not repeat
that number atleast until 2010
Business & Finance > Investments > Stocks (A to Z) > Stocks X >
Xilinx, Incorporated (XLNX)
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drus12 |
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12-Jan-09 03:18 pm |
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| 15. |
Steps VMW Mgmt can take to halt the slide
1. Cut Comp costs across the board 25% for Senior mgmt
and scaling it to 10% for Employees.Take a look at
CITI Banks model PR2. 1-2 weeks Time off mandatory
in Q4 will cut liabilities3...
Business & Finance > Investments > Stocks (A to Z) > Stocks V >
VMware, Inc. (VMW)
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drus12 |
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14-Nov-08 02:25 pm |
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