I am working in Dubai..last 4 years... thats why i can comment late night when u guys are asleep..and watch Dow till it closes. But morning can be tough on me!
billionhair..we hv to limit our discussion to our 'gem' - Inari.. Dubai is ok..but Malaysia is heaven...(except for the poltics - as usual :(...) Need to make money...buy a good house...car..and go for holidays..tioman...redang...
I really hope they don't buy Silterra. All the experts from the foundry business ie Chartered, Infineon, Promos, Hynix etc and can't turn the business around. Best for them to remain to what they are doing with the current setup.
Tend to agree Ravi comment , it is technology lagging in chip design issue can't compete with top guys! It is similar example of Nokia 10 years ago still top 3, u see what what happen now, changed owner to ....
Bro billionhair , as I said it is technology lagging in wafer fab IP. To build up a top gun equivalent not easy as laying eggs.!they need a lot $$ , human capital and machine capital and more important is system transparency and result oriented! Trust u can see what I see!
I like to participate in this forum is not aiming how much $$$ can cari here! Like to share to young generation on value stock investment principles so you are/will belong to 10% the wining group not 90% ( losing group)
Yes Wangge...the aim is to have healthy constructive discussion...brainstorming..to play the Devil's advocate...so that we are crystal clear on our investment strategy. Thanks..:)
Posted by wangge > May 11, 2014 08:26 PM | Report Abuse
I like to participate in this forum is not aiming how much $$$ can cari here! Like to share to young generation on value stock investment principles so you are/will belong to 10% the wining group not 90% ( losing group)
Ok! talk fact and forward looking of ACE stock. They are riding on the world top top technology innovators sector in ( mobile data, networking, premium smartphone, LTE/advance LTE -exponential growth, fiberoptic, etc etc ). You shall know their customers list, it will be gem of gem in Malaysia technology stock for next 3~5years!
I can't see what technology will be replace above technology. If you know pls share here. Many traders like to benchmark existing 4 MB EMS suppliers which I can't agree ....pls do homework each company EPS growth rate! you can estimate ACE stock next 2/3 yrs TP!?!
Technology stock very dynamic n risky, you want to win you must master first, don't buy hear say stock. if you are not technology savvy pls invest in F&B stock!
In short, I compare this ACE stock which easy for us to understand its biz portfolios in relation to automotive industry, they are in Benz, BMW, Audi, Porsche category, so very clear now to you! It is bingo bingo bingo pls trust your self!
If the market collapse, do you think this section will collapse also? Pls do homework !
FEELING VERY HAPPY WITH ALL MEMBERS OF THIS THREAD....JUST LIKE A WHOLE BIG FAMILY. THE BIGGEST REWARD TO ME IS NOT HOW MUCH I MAKE FROM INARI BUT WOULD BE EXTREMELY HAPPY IF EVERY MEMBERS OF THIS THREAD MAKES FROM INARI.
I DO HOLD SUBSTANTIALLY BIG POSITION AS I HAVE BEEN COLLECTING FROM 0.40+ SINCE EARLY LAST YEAR. INARI IS AND WILL BE MY LONG TERM PORTFOLIO WHICH I HOLD FOR DIVIDEND AND LONG TERM CAPITAL GAIN THROUGH PRICE APPRECIATION; BONUS & SHARE SPLIT WHICH i EXPECT IN THE FUTURE. I PRAY GOD WILL REWARD EVERYBODY HERE. THANKS ALL BUDDIES HERE.
i WILL BE TRAVELLING TO EUROPE; SOUTH AFRICA; UK AND NEW ZEALAND FOR THE REST OF THE YEAR FROM JUNE ONWARDS BUT WILL STILL PARTICIPATE HERE IN THIS THREAD.
tks WANGGE very savvy on tech gd advise n tks BURSAMASTER for being so supportive n so much courage with yr MARK MY WORD. have a gd trip n keep u posted.
I believe Siltera is buying the fab technologies from LsiLogic more than 10 years ago. If she has not the fund & talent to keep up with constant changing technologies, she would definitely is a bad buy
@Billionhair: I am not sure , had not been following Siltera for a long long time. I can see the reason why there is news about Inari buying over Siltera, since Avago , Inari major customer had bought over LsiLogic recently. This might be a strategic move as mentioned in the article, it could also be an alliance. I think something big is brewing.....
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
newman
2,139 posts
Posted by newman > 2014-05-11 12:40 | Report Abuse
BURSAMASTER. tomorrow to jump in at what price.haha