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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)
  rroach76   4-Feb-10 05:48 pm
 
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)
  rroach76   1-Feb-10 02:51 am
 
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)
  rroach76   31-Jan-10 11:30 pm
 
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)
  rroach76   30-Jan-10 03:27 am
 
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)
  rroach76   26-Jan-10 07:20 pm
 
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)
  rroach76   26-Jan-10 03:55 pm
 
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)
  rroach76   25-Jan-10 10:02 pm
 
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)
  rroach76   25-Jan-10 09:54 pm
 
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)
  rroach76   25-Jan-10 09:28 pm
 
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
  rroach76   25-Jan-10 09:18 pm
 
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
  rroach76   25-Jan-10 09:15 pm
 
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
  rroach76   25-Jan-10 09:07 pm
 
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
  rroach76   25-Jan-10 01:55 am
 
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)
  rroach76   20-Jan-10 05:14 pm
 
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)
  rroach76   20-Jan-10 04:44 pm
 
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)
  rroach76   12-Jan-10 04:10 pm
 
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)
  rroach76   12-Jan-10 03:49 pm
 
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)
  rroach76   12-Jan-10 02:53 pm
 
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)
  rroach76   10-Jan-10 01:25 pm
 
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)
  rroach76   8-Jan-10 05:43 pm
 

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