Profile for Sam
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Date Joined Oct 23 1996 User Level
Posts 27982 Boards Moderated2
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Personal Information
Investment Experience: 'It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so.' --Mark Twain
Interests and Hobbies: 'We're not perfect, but they're nuts' -- Barney Frank
Quote: 'In theory, there is no difference between theory and practice. But in practice, there is.' -- Yogi Berra
Additional Info: 'At some point, the truth should matter.' --Matthew Dowd, on Paul Ryan's speech at the convention
25 Most Recent SubjectsLast PostPosts
50% Gains Investing05-23-13 09:15 AM 1,076
SanDisk Corporation (SNDK)05-22-13 10:58 PM 5,215
View from the Center and Left 05-22-13 09:48 PM 9,558
Wennerstrom Semi Equipment Analysis05-22-13 08:14 PM 1,709
Severe Weather and the Economic Impact 05-22-13 08:54 AM 43
The Exxon Free Environmental Thread 05-22-13 12:15 AM 982
Alternative energy05-21-13 05:00 PM 707
COMPUTER LEARNING05-15-13 10:33 PM 24
Solar Power 05-15-13 12:03 PM 618
Trends Worth Watching05-14-13 11:58 PM 38
Silicon Motion Inc. (SIMO) 04-26-13 01:49 PM 4
Big Dog's Boom Boom Room04-15-13 03:02 PM 195
Seagate Technology03-26-13 03:03 PM 505
Derivatives: Darth Vader's Revenge03-16-13 11:31 AM 203
Cloud computing (On-demand software and services)03-08-13 01:05 AM 16
Alcatel-Lucent (ALU) 02-23-13 08:56 AM 120
Mozilla: Firefox and Thunderbird Discussion ... 01-11-13 08:08 PM 15
Hurricanes: Tracking and Economics10-30-12 06:58 PM 25
Apple Inc.10-25-12 04:42 PM 50
Investing in Real Estate - Creative Opportunities 10-15-12 10:36 AM 1
Books, Movies, Food, Wine, and Whatever10-10-12 07:09 AM 7
Politics for Pros- moderated09-12-12 01:22 PM 156
Formerly About Advanced Micro Devices08-31-12 10:15 PM 8
Alt-energy: wind and solar 08-30-12 11:03 PM 6
It's Different This Time! 08-15-12 11:12 PM 51
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Posts by Sam
MessageSubjectRecsDate/Time (ET)
It is like the first time the Fed raises interest rates when an econom50% Gains Investing 05/23/2013 09:15:51 AM
In the FWIW column, George Soros owns $82m of Sandisk's convertible boSanDisk Corporation (SNDK) 05/22/2013 10:58:33 PM
Cook asks the right question. But you can't argue with people who are View from the Center and Left  05/22/2013 09:48:03 PM
I think it has been about a year now, or at least almost that since MiWennerstrom Semi Equipment Analysis 05/22/2013 08:14:02 PM
I am guessing that Micron is getting hit at little bit today after making a new Wennerstrom Semi Equipment Analysis105/22/2013 01:35:53 PM
Lois Lerner refuses to testify at the House IRS hearing-- http://www.View from the Center and Left  05/22/2013 01:25:36 PM
McCain is now RINO. Again. So says the RW. View from the Center and Left  05/22/2013 12:36:17 PM
This Politico article gets to the nub of at least one of the issues, the chronolView from the Center and Left  05/22/2013 12:32:39 PM
Ancient peoples might set up a shrine there and say that it is a god'sSevere Weather and the Economic Impact  05/22/2013 08:54:27 AM
John Dean on Obama and the way he is dealing (or not dealing) with the current "View from the Center and Left  05/22/2013 12:31:23 AM
India is facing its own water crisis. Even more serious than the US west and souThe Exxon Free Environmental Thread  05/22/2013 12:15:58 AM
OT -- Is this equivalent to a BusinessWeek cover? Goldman Targets S&P 2100 Wennerstrom Semi Equipment Analysis305/21/2013 11:49:15 PM
First of all, that is BS ("The wars were $1T total over the last 10 years.") htView from the Center and Left  05/21/2013 09:51:51 PM
Eleven miles from a city of over half a million people. It is catasView from the Center and Left  05/21/2013 09:00:18 PM
Looking at video of the wreckage in Oklahoma--good grief, the destruction is incView from the Center and Left  05/21/2013 08:51:46 PM
http://thinkprogress.org/climate/2013/05/21/2040221/tornadoes-extreme-Severe Weather and the Economic Impact 105/21/2013 06:55:52 PM
Maybe so, but they have installed a fair bit of solar already-- TheAlternative energy 05/21/2013 05:00:54 PM
We have highlighted that the addressable market for China manufacturers is shrinAlternative energy 05/21/2013 04:11:13 PM
Excerpt from ASML's Q1 CC (held April 17)--on NAND supply additions (and I've adSanDisk Corporation (SNDK)105/21/2013 03:30:48 PM
Coburn wants offsets? Let's close down the Storm Prediction Center forView from the Center and Left  05/21/2013 02:33:38 PM
"Well, first of all, I don’t agree with the premise of your question The Exxon Free Environmental Thread 205/21/2013 12:36:39 PM
I am just guessing that they scream about people like in areas that arView from the Center and Left  05/21/2013 09:14:45 AM
Yes, but this was a massively stupid way to break this news. It was ceView from the Center and Left  05/21/2013 08:23:21 AM
"The IRS did none of those things. Instead, it took the highly unusuaView from the Center and Left  05/21/2013 08:04:35 AM
A bill introduced in 2009 by Virginia State Sen. Mark Obenshain (R) --View from the Center and Left  05/21/2013 08:01:17 AM
Said one GOP strategist: "We're in a deep shit. The only good news isView from the Center and Left  05/21/2013 07:59:16 AM
SANDISK CFO TO PRESENT AT 14TH ANNUAL B. RILEY & CO. COSanDisk Corporation (SNDK) 05/21/2013 12:43:30 AM
Some excerpts from Lam's Q1 CC of a few weeks ago. A fair bit on 3D, as Lam is pSanDisk Corporation (SNDK) 05/21/2013 12:12:52 AM
There has got to be more to this story. If not, the DoJ is running amok with theView from the Center and Left  05/20/2013 10:58:09 PM
Nevermind. I just read the article. View from the Center and Left  05/20/2013 10:55:39 PM
If God wants ya, he'll getchya. You betcha. View from the Center and Left  05/20/2013 10:54:20 PM
Intel, TSMC, and Samsung Are Driving Semiconductor Capital Spending Wennerstrom Semi Equipment Analysis105/20/2013 10:37:19 PM
They aren't even looking at the real highway robbery. Money is one thing, it canView from the Center and Left  05/20/2013 07:09:53 PM
And the Repubicans in Kansas scream about the debt robbing future geneThe Exxon Free Environmental Thread  05/20/2013 07:04:32 PM
I had forgotten about this: http://www.siliconinvestor.com/readmsg.aspx?msgid=2View from the Center and Left  05/20/2013 06:28:25 PM
Glenn Hubbard on Morning Joe talking about the long term "entitlement View from the Center and Left  05/20/2013 06:02:22 PM
Tim Johnson is retiring. http://blog.aarp.org/2013/03/27/disabled-senaView from the Center and Left  05/20/2013 05:10:20 PM
Could be, Art. The Koreans have expressed concern in recent weeks aSanDisk Corporation (SNDK) 05/20/2013 05:06:05 PM
Israel is in increasing trouble. Only partly from Arabs, but even more so from iView from the Center and Left  05/20/2013 05:03:35 PM
Yeah, this makes sense-- "We will fight in all of Syria because we are fightView from the Center and Left  05/20/2013 04:54:45 PM
JASO is up 70% today. And it isn't due to a takeover bid! JKS, TSL,Alternative energy 05/20/2013 04:26:10 PM
A little more on 3D from the Q&A session of Analyst Day. The more I think about SanDisk Corporation (SNDK) 05/20/2013 04:09:58 PM
Mark Newman's question about 3D v. 2D was on the mark--basically, SandSanDisk Corporation (SNDK)105/20/2013 03:52:47 PM
Yes, but there are different flavors of 3D, we'll see later on (a) if SanDisk Corporation (SNDK) 05/20/2013 01:44:58 PM
I guess Sandisk doesn't think much of HP/Hynix's memristors--this is Ritu's concSanDisk Corporation (SNDK) 05/20/2013 01:38:45 PM
And the higher capital intensity is one of the factors that mitigates SanDisk Corporation (SNDK) 05/20/2013 12:51:24 PM
IMW 2013 20 May SanDisk Corporation (SNDK) 05/20/2013 08:02:39 AM
Obama's Counsel Told of IRS Audit Findings Weeks Ago By hView from the Center and Left  05/19/2013 09:29:58 PM
Here is the Times article referred to in the Post piece-- New Jersey HospitalView from the Center and Left  05/19/2013 01:57:58 PM
Pretty hilarious. Grimly hilariously, given how things went, but black humor is View from the Center and Left  05/19/2013 01:25:40 PM

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