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1.  Re: VECO Earnings Play 
Once people calculate out the earnings for 2010, they will discover this stock is extremely undervalued. The company has transformed with the LED tool market. VECO never before ever...
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  Veeco Instruments, Inc. (VECO)
  gulloverwater@s...   8-Feb-10 04:35 pm
 
2.  Wow a bad quarter 
Missed expectations for revenues, profits, same store sales, etc....
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Ethan Allen Interiors Inc (ETH)
  gulloverwater@s...   28-Jan-10 11:17 am
 
3.  200% increase in MOCVD tool orders for 2010! 
This is very bullish news....In addition to Cree, that is. http://www.digitimes.com/news/a20100119PD219.html Tight MOCVD supply to continue through 2H10 Nancy Cheng, Taipei; Jessie Shen, DIGITIMES [Wednesday 20 January 2010] MOCVD...
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  Veeco Instruments, Inc. (VECO)
  gulloverwater@s...   20-Jan-10 12:48 am
 
4.  Re: If you cannot beat them then file a suit 
Exactly my point. Notice that the patent of the ITC litigation (Patent # 6292218) was filed on July 1997. If the examiner had included patent # 5164831 (Filed in 1990), which he...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Eastman Kodak Company (EK)
  gulloverwater@s...   19-Jan-10 07:44 pm
 
5.  Re: If you cannot beat them then file a suit 
Yes my point exactly. Why did Kodak file their patent in 1997 (and PTO approved) when the digital camera and IP thereof was demonstrated and known in 1991 ....
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Eastman Kodak Company (EK)
  gulloverwater@s...   19-Jan-10 12:09 pm
 
6.  Re: If you cannot beat them then file a suit 
Here's an interesting blog on EK litigation tactics: http://techdirt.com/articles/20100114/1233017760.shtml I think one should realize that the patent at the ITC only has 5 yrs left...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Eastman Kodak Company (EK)
  gulloverwater@s...   15-Jan-10 04:29 pm
 
7.  Re: will you say EK under valued? 
If you think 2B is undervalued for a biz with declining cash flows, then I (and W. Buffett for that matter) have a newspaper biz to sell you.
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Eastman Kodak Company (EK)
  gulloverwater@s...   15-Jan-10 11:33 am
 
8.  Very skeptical of Inflight broadband as hyped recently by barrons 
Interesting Satellite expert's view on inflight broadband: http://tmfassociates.com/blog/2009/09/ 14/in-flight-broadband-follow-the-money/
Business & Finance > Investments > Stocks (A to Z) > Stocks H  >  Hughes Communications, Inc. (HUGH)
  gulloverwater@s...   15-Jan-10 11:26 am
 
9.  Re: Bright future for TSTR~ 
The ATC new today is just a pipe dream. It will never go mass market b/c: 1. You need a phone that is 2xthicker than the iphone (ie a brick) to incorporate the satellite internals. 2. You need phone manuf to use one...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TerreStar Corporation (TSTR)
  gulloverwater@s...   14-Jan-10 12:45 pm
 
10.  Re: One FCC ruling does not a breakout make 
Smart move to get out on this artificial pop... $1 reentry made sense to me too.
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TerreStar Corporation (TSTR)
  gulloverwater@s...   14-Jan-10 11:08 am
 
11.  24/7 Article on EK. 
Abnormal options volume in EK today causing this run. Either its insider trading which is illegal (ie Galleon, etc) or its someone trying to manipulate the stock.... http://247wallst.com...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Eastman Kodak Company (EK)
  gulloverwater@s...   13-Jan-10 03:26 pm
 
12.  Re: An absolute blow-out 
Wrong wrong wrong. SMOD beat on all fronts. I like the fact that EBITDA was 15mm this qtr. This is a big ramp from even last qtr at ~10mm. We are getting back to old highs just with...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  SMART Modular Technologies (WWH) Inc. (SMOD)
  gulloverwater@s...   17-Dec-09 04:31 pm
 
13.  Re: Earnings in line.... 
What a blow out qtr and guidance!
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  SMART Modular Technologies (WWH) Inc. (SMOD)
  gulloverwater@s...   17-Dec-09 04:18 pm
 
14.  Re: Citi upgrades Eastman Kodak(EK) to buy from neutral 
Wow, you are pretty pathetic to make up a fake Citi upgrade...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Eastman Kodak Company (EK)
  gulloverwater@s...   15-Dec-09 06:29 pm
 
15.  Good news from Malaysia for SMOD 
http://www.bernama.com/bernama/v5/newsbusiness.php ?id=461672
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  SMART Modular Technologies (WWH) Inc. (SMOD)
  gulloverwater@s...   11-Dec-09 11:48 am
 
16.  Re: 14A Filing 
I dont see any sweetner. Its the same deal as originally laid out.
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TerreStar Corporation (TSTR)
  gulloverwater@s...   8-Dec-09 11:29 am
 
17.  Re: Farmers Insurance Group 
Steve, What functionality does Internap's CDN have that noone else has? Are you referring to the automatic adaptive bit rate transcoding or something else? It seemed to me that Brightcove's...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  INTERNAP NTWK SVCS (INAP)
  gulloverwater@s...   2-Dec-09 08:39 pm
 
18.  Re: Earnings Analysis 
DRAM's XcelaSAN box is not Flash memory based like SMOD. Long term SMOD's products are much better positioned.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  SMART Modular Technologies (WWH) Inc. (SMOD)
  gulloverwater@s...   30-Nov-09 02:47 pm
 
19.  Re: NLST? 
Why isnt SMOD doing innovative stuff like this in the DRAM module world? http://www.theregister.co.uk/2 009/11/11/netlist_hypercloud_memory/
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  SMART Modular Technologies (WWH) Inc. (SMOD)
  gulloverwater@s...   23-Nov-09 03:04 pm
 
20.  Re: Short Covering Alone could propel EK to $8 
That exact statement about legendary US companies could have been said for Sears or Woolworths or RCA or Emerson or .... You get my point.
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Eastman Kodak Company (EK)
  gulloverwater@s...   19-Nov-09 02:06 pm
 

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