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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: accept or reject? was.. Why new CEO now? 
The posting by roconnel@snet.net has the same material
as a number of postings done by mo.99@snet.net over
a several month period last Spring. She had just
been...
Business & Finance > Investments > Stocks (A to Z) > Stocks Z >
Zygo Corporation (ZIGO)
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rroach76 |
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4-Feb-10 05:48 pm |
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| 2. |
Re: Why is this board so dead???? 
I haven't heard Henry Singleton's name mentioned
in about a decade but I was thinking about him just
the other day. The "Doctor" (from ee) is
best admired from a distance.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cirrus Logic, Inc. (CRUS)
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rroach76 |
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1-Feb-10 02:51 am |
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| 3. |
Re: Worth a note 
Thanks for the note. I've been very discouraged
by the macro economic environment lately. Specifically,
the trillion plus deficits and instead of trying to
do something about it, we're...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cirrus Logic, Inc. (CRUS)
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rroach76 |
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31-Jan-10 11:30 pm |
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| 4. |
Re: Why new CEO now? 
No one ever said anything about comparing IIVI's
management with ZIGO's until your last post. IIVI
has been in a much better industry for the periods
you cited...
Business & Finance > Investments > Stocks (A to Z) > Stocks Z >
Zygo Corporation (ZIGO)
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rroach76 |
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30-Jan-10 03:27 am |
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| 5. |
Re: qualitative analysis 
Directly or indirectly, MAK owned over 3 million shares
in November of 2009. Since then, they've bought
roughly 250,000 more shares of ZIGO. I have them presently
owning ~3.34...
Business & Finance > Investments > Stocks (A to Z) > Stocks Z >
Zygo Corporation (ZIGO)
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rroach76 |
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26-Jan-10 07:20 pm |
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| 6. |
Re: Why new CEO now? 
"And now that they have a respectable offer after
years of poor execution they ignore it." Aside
from the decision to merge with ECI, ZIGO hasn't
had bad management nor is their record one of poor
execution. Over the...
Business & Finance > Investments > Stocks (A to Z) > Stocks Z >
Zygo Corporation (ZIGO)
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rroach76 |
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26-Jan-10 03:55 pm |
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| 7. |
Re: Up tomorrow.. 
More negative was the TXN selling in after hours after
a good qrt. and up guidance. However, perhaps the
most important thing was TXN saying in the cc that
customers weren't...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cirrus Logic, Inc. (CRUS)
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rroach76 |
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25-Jan-10 10:02 pm |
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| 8. |
Re: TXN: "customers not building inventory". 
Who knows, maybe Danely is only trying to help the
prop traders at JP Morgan.
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Texas Instruments (TXN)
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rroach76 |
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25-Jan-10 09:54 pm |
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| 9. |
Re: Up tomorrow.. 
ZRAN, which is perennially listed as a competitor to
CRUS, reported after hours and missed their sales
number. At one point in after hours...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cirrus Logic, Inc. (CRUS)
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rroach76 |
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25-Jan-10 09:28 pm |
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| 10. |
Re: Long First Piece $ 2.46 
I was referring to CNXT's results which today was
up +17.3%.
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Lattice Semiconductor Corporation
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rroach76 |
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25-Jan-10 09:18 pm |
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| 11. |
Re: Long First Piece $ 2.46 
You should be happy with today's results. Up +
17.3%.
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Lattice Semiconductor Corporation
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rroach76 |
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25-Jan-10 09:15 pm |
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| 12. |
Re: Needs to hold at 2.40 
The semi's are being hurt by the bearish outlook
that we have seen the peak of earnings growth. This
is being promoted by a number of analysts and mon
ey...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Lattice Semiconductor Corporation
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rroach76 |
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25-Jan-10 09:07 pm |
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| 13. |
Re: Long First Piece $ 2.46 
LSCC will definitely be profitable for the 12/09 Qrt.
Nongaap, they were profitable last qrt.
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Lattice Semiconductor Corporation
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rroach76 |
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25-Jan-10 01:55 am |
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| 14. |
Re: Data or Anyone.. 
gr0operator, When you wrote, "Intel came along
in the later 80's" and "generalized
chip into a larger market," you are referring
to Intel...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cirrus Logic, Inc. (CRUS)
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rroach76 |
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20-Jan-10 05:14 pm |
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| 15. |
Re: Why new CEO now? 
"I suspect the buyout will not go thru."
I agree. At least not at $10 or $11. ZIGO had been
negotiating with Koliopoulos for some time before
the IIVI offer and is just going along with...
Business & Finance > Investments > Stocks (A to Z) > Stocks Z >
Zygo Corporation (ZIGO)
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rroach76 |
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20-Jan-10 04:44 pm |
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| 16. |
Re: great news, but you guys are chasing 
His comment is based solely on CRUS being up 20% today
and he knows little if anything about the co.'s
fundamentals. Ergo, he is in no position to be...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cirrus Logic, Inc. (CRUS)
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rroach76 |
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12-Jan-10 04:10 pm |
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| 17. |
Re: MAK 
"MAK made mucho money." Before they started
averaging down last summer, the fund had an average
price well north of $10. Most of their stock was bought
in 2007 at...
Business & Finance > Investments > Stocks (A to Z) > Stocks Z >
Zygo Corporation (ZIGO)
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rroach76 |
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12-Jan-10 03:49 pm |
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| 18. |
Re: great news, but you guys are chasing 
I bet you say that to all the day's big winner
s.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cirrus Logic, Inc. (CRUS)
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rroach76 |
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12-Jan-10 02:53 pm |
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| 19. |
Re: no response from directors 
My statement, "If the semiconductor equipment
business were to start growing again like it did in
the '90's and if Canon can recover some market
share, ZIGO might well perform better than IIVI..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks Z >
Zygo Corporation (ZIGO)
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rroach76 |
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10-Jan-10 01:25 pm |
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| 20. |
Re: no response from directors 
I would prefer to analyze the situation from fundamentals
and not charts. ZIGO is connected to the highly volatile
semi-equipment business and IIVI is not. Over the
last...
Business & Finance > Investments > Stocks (A to Z) > Stocks Z >
Zygo Corporation (ZIGO)
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rroach76 |
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8-Jan-10 05:43 pm |
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