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| Posts by Art Bechhoefer |
| Message | Subject | Recs | Date/Time (ET) |
| Reading the description of Broadcom's latest chip, it sounds like "integrated" m | Qualcomm Moderated Thread - please read | 05/23/2013 11:23:34 AM | |
| It strikes me that SanDisk management is devoting a lot more energy th | SanDisk Corporation (SNDK) | 1 | 05/23/2013 11:15:52 AM |
| Using an overseas, tax–free subsidiary to buy shares, holding them ove | Apple Inc. | 05/23/2013 11:06:38 AM | |
| "They make money primarily from large hardware premiums" On hardw | Apple Inc. | 05/22/2013 03:40:22 PM | |
| Regarding low taxes overseas, there are still a number of costs that c | Apple Inc. | 05/22/2013 12:48:18 PM | |
| The Tres Amigas revenue bond seems to be the most likely cause. Thank | American Superconductor (AMSC) | 05/22/2013 12:39:33 PM | |
| they paid a 30% tax rate on earnings last year Clean86 -- That mu | Apple Inc. | 05/21/2013 02:05:16 PM | |
| Right, but it would also help smaller companies in a different way. A | Apple Inc. | 05/21/2013 01:37:18 PM | |
| The problem would be almost completely resolved if Congress and the ad | Apple Inc. | 1 | 05/21/2013 01:21:53 PM |
| An article in this week's New Yorker magazine describes experiments in | American Superconductor (AMSC) | 05/21/2013 01:09:03 PM | |
| Trading volume so far this week is running about 4 times normal, and t | American Superconductor (AMSC) | 05/21/2013 12:51:16 PM | |
| Expanding capacity to gain (or retain) market share isn't that easy. | SanDisk Corporation (SNDK) | 3 | 05/21/2013 09:51:54 AM |
| Intel's progress toward a system on a chip that supports LTE may be on | Qualcomm Moderated Thread - please read | 3 | 05/20/2013 05:00:45 PM |
| Sam, there might be another reason: I suspect that Samsung and Hyn | SanDisk Corporation (SNDK) | 05/20/2013 04:55:46 PM | |
| Sam --Thanks for extracting the relevant portions of Sanjay's presenta | SanDisk Corporation (SNDK) | 05/20/2013 11:16:02 AM | |
| Does Tepper make ANY investment for the long haul? I doubt it. His l | SanDisk Corporation (SNDK) | 05/17/2013 01:24:34 PM | |
| Sam, does Micron have to pay royalties to SanDisk? One would think th | SanDisk Corporation (SNDK) | 05/16/2013 11:53:19 AM | |
| Re: SNDK price. The devalued Japanese yen changes future prospects imm | SanDisk Corporation (SNDK) | 4 | 05/15/2013 11:51:39 AM |
| It would take too much space and be too much off topic to give all the | Qualcomm Moderated Thread - please read | 1 | 05/11/2013 01:56:27 PM |
| I recently spoke with Dave Gardner, founder of The Motley Fool. Thoug | Qualcomm Moderated Thread - please read | 1 | 05/10/2013 03:32:04 PM |
| IHS estimates that 16GB of memory added $28 to the cost of the device. | Qualcomm Moderated Thread - please read | 05/09/2013 03:09:07 PM | |
| BD -- You can also summarize the article and the points being made wit | Qualcomm Moderated Thread - please read | 05/09/2013 03:01:12 PM | |
| That is certainly an interesting investment strategy and is worth look | Qualcomm Moderated Thread - please read | 05/09/2013 02:55:15 PM | |
| Re: Berenbaum's Intel recommendation Looking at Berenbaum's earlier | Qualcomm Moderated Thread - please read | 3 | 05/07/2013 02:56:32 PM |
| RE: Changing price earnings ratios. The most recent issue of BARRON | Qualcomm Moderated Thread - please read | 05/07/2013 11:06:43 AM | |
| A 10-year bond yielding 5%? That's quite a few years away as long as | Qualcomm Moderated Thread - please read | 1 | 05/06/2013 08:20:40 PM |
| Though Intel's Silvermont chip design seems versatile, fast, with low | Qualcomm Moderated Thread - please read | 6 | 05/06/2013 08:16:47 PM |
| The European Commission objection to injunctions is reasonable and con | Qualcomm Moderated Thread - please read | 05/06/2013 11:59:43 AM | |
| For similar reasons, I also stick mainly to individual securities, suc | Qualcomm Moderated Thread - please read | 1 | 05/06/2013 11:47:43 AM |
| I generally monitor about 150 to 200 stocks in various sectors, but em | Qualcomm Moderated Thread - please read | 4 | 05/05/2013 07:42:05 PM |
| Well, you're right if the latest rumors are true. But I can't underst | Qualcomm Moderated Thread - please read | 04/30/2013 03:39:22 PM | |
| Paul V. -- The rate for Apple bonds should be around 4.5%, or less if | Qualcomm Moderated Thread - please read | 04/30/2013 11:27:01 AM | |
| True enough. Both Apple and QCOM have zero debt. It appears that App | Qualcomm Moderated Thread - please read | 8 | 04/29/2013 05:37:19 PM |
| Maybe lower growth for 2014 takes into account a contemplated write of | Qualcomm Moderated Thread - please read | 1 | 04/25/2013 07:47:13 PM |
| Overall eps growth rate justifies a price–earnings ratio at least 17. | Qualcomm Moderated Thread - please read | 04/25/2013 07:44:56 PM | |
| No way that Apple would go to Snapdragon chips, no matter what the price range t | Qualcomm Moderated Thread - please read | 2 | 04/24/2013 08:21:46 PM |
| No reason to disagree with the view that ParkerVision has no case, and | Qualcomm Moderated Thread - please read | 2 | 04/23/2013 07:32:03 PM |
| "Book value or revenue expectations?" What good is a company that sell | SanDisk Corporation (SNDK) | 2 | 04/18/2013 04:33:37 PM |
| Re: 1-2 months for the stock to recover Is no one looking at the | SanDisk Corporation (SNDK) | 1 | 04/18/2013 10:55:36 AM |
| Why does Intel go up and QCOM goes down? On a day when the whole mark | The New QUALCOMM - Coming Into Buy Range | 4 | 04/17/2013 02:55:43 PM |
| Re: Cirrus Logic results. Cirrus Logic reported weaker earnings, based in par | The New QUALCOMM - Coming Into Buy Range | 2 | 04/17/2013 11:58:57 AM |
| Two major influences on the price of QCOM shares do not relate directl | The New QUALCOMM - Coming Into Buy Range | 04/17/2013 10:37:55 AM | |
| Looking at Micron, Samsung, and SanDisk, I'm no longer certain of whic | SanDisk Corporation (SNDK) | 1 | 04/16/2013 10:40:34 AM |
| The data ignore tax consequences, and not just federal taxes either. | SanDisk Corporation (SNDK) | 04/15/2013 10:56:13 AM | |
| UWG -- We're agreed that royalty revenues do indeed give one a hint ab | SanDisk Corporation (SNDK) | 04/12/2013 04:58:08 PM | |
| Jim -- My estimate of greater than 20% operating earnings growth is based on the | Qualcomm Moderated Thread - please read | 2 | 04/12/2013 04:43:28 PM |
| Less than 15% earnings growth for the next 5 years? That could happen | Qualcomm Moderated Thread - please read | 04/12/2013 03:48:26 PM | |
| As we await the ER next week, even if margins improve only slightly be | SanDisk Corporation (SNDK) | 2 | 04/12/2013 03:44:08 PM |
| Rich -- A drop in R&D expenses (or even a drop in R&D as a percentage | Qualcomm Moderated Thread - please read | 2 | 04/11/2013 01:30:07 PM |
| The average age of those holding individual stocks tends to be higher | Qualcomm Moderated Thread - please read | 5 | 04/11/2013 11:50:59 AM |
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