Profile for kjhwang
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Date Joined Apr 4 1999 User Level
Posts 110 Boards Moderated0
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Personal Information
Location: SF Bay Area
Degree: PHD
Investment Style: value. Graham/Buffett type stocks (More munger/buffett than graham though)
Investment Experience: 20 yrs+
Interests and Hobbies: $, sports, understanding the drivers of value
25 Most Recent SubjectsLast PostPosts
Eastman Kodak (EK)04-18-10 02:47 PM 1
Globalstar Telecommunications Limited GSAT11-14-07 11:35 PM 18
Spansion Inc.10-09-07 04:02 PM 9
Microvision (MVIS)10-08-07 06:36 PM 2
Mr. Pink's Picks: selected event-driven value investments09-16-05 07:59 PM 1
Intel Corporation (INTC)07-30-01 03:15 PM 13
A LIST of investment books12-17-00 01:00 AM 1
Finisar - FNSR07-05-00 01:15 PM 1
Home on the range where the buffalo roam06-14-00 11:17 AM 1
InfoSpace.com05-16-00 02:31 PM 3
Rainier's Column05-09-00 01:41 PM 4
Internet Analysis - Discussion03-09-00 10:57 AM 11
America On-Line (AOL)03-04-00 08:47 PM 13
CheckFree Holdings Corp. (CKFR), the next Dell, Intel?12-13-99 04:29 PM 3
Excite@Home (ATHM)11-27-99 08:53 PM 3
DELL10-01-99 09:41 AM 19
To YAHOO! or not to?!07-07-99 07:00 PM 3
The CFA: Conversations, Ideas, and Approach07-02-99 12:03 AM 1
TLAB info?04-26-99 04:21 PM 2
NetBank(NTBK)-formerly Atlanta Internet Bank04-13-99 12:10 AM 1
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Posts by kjhwang
MessageSubjectRecsDate/Time (ET)
Gates probably saw the IP penalties coming from the ITC filing. There is alotEastman Kodak (EK) 04/18/2010 02:47:38 PM
GSAT reported earnings today and it seems Thermo has drawn down most of their prGlobalstar Telecommunications Limited GS 11/14/2007 11:35:52 PM
Now we know who has been buying GSAT to support the stock runup from $6.50 to $8Globalstar Telecommunications Limited GS 11/09/2007 01:53:36 PM
You have to go back and ask what the purpose of the prior question was (ie what Spansion Inc. 10/09/2007 04:02:33 PM
I am intimately familiar with the nor market. Spansion Inc. 10/09/2007 10:52:05 AM
In case you missed it, I already laid out the math. They clearly overpaid Spansion Inc. 10/08/2007 11:18:53 PM
You should read the Saifun 10k before you say anything. Regards.Spansion Inc. 10/08/2007 11:16:53 PM
Sure. 1) TI is clearly ahead of the game vs MVIS since they have a battery pMicrovision (MVIS) 10/08/2007 06:36:55 PM
yes you are still missing the key point. SPSN needed to do the deal to keep tSpansion Inc. 10/08/2007 06:30:31 PM
Yes your right. No additional debt load. They got ~224 million in cash from SaSpansion Inc. 10/08/2007 05:19:05 PM
Jozef, True. Samsung has the spending plan to hedge their bets across multipSpansion Inc. 10/08/2007 04:51:30 PM
Like you said, if it took SPSN "years" to develop NROM then it would already be Spansion Inc. 10/08/2007 04:38:46 PM
Hard to imagine why Samsung or Numonyx would have licensed Saifun's IP if the SPSpansion Inc. 10/08/2007 03:27:17 PM
Yes. GSAT announced that 65-70% of their current subscribers are opting for theGlobalstar Telecommunications Limited GS 09/10/2007 07:20:43 PM
I don't understand where you get 1 million subs. From my angle I see 125k retaiGlobalstar Telecommunications Limited GS 08/06/2007 07:07:32 PM
I would rather think that the customer probably wants rebates if they cant make Globalstar Telecommunications Limited GS 08/06/2007 03:41:19 PM
PCSTEL, Does this imply an accelerated deterioration of service since we lastGlobalstar Telecommunications Limited GS 08/03/2007 01:50:28 PM
Did I read this correctly that the picop asp target is $100? Doesn't that seemsMicrovision (MVIS) 07/18/2007 02:20:55 AM
Ok so you are in actuality proposing a variable pricing scheme wherein the priceGlobalstar Telecommunications Limited GS 07/15/2007 12:15:09 AM
I really don't agree with that concept. I think the reverse is more realistic. Globalstar Telecommunications Limited GS 07/14/2007 05:28:42 PM
Wow that sounds rather bleak. Why wouldn't gsats current subscribers just migraGlobalstar Telecommunications Limited GS 07/13/2007 08:57:23 PM
Yes, I understand your logic. Makes sense. What do you think the chances are Globalstar Telecommunications Limited GS 07/13/2007 02:46:24 PM
Maurice, Its interesting that you dont think its at bargain prices even at 9.Globalstar Telecommunications Limited GS 07/13/2007 12:10:59 PM
Globalstar Telecommunications Limited GS 07/13/2007 11:57:34 AM
So what do you think is the % of WiFi, EVDO, HSDPA, etc. users who also want voiGlobalstar Telecommunications Limited GS 07/13/2007 11:48:48 AM
PCSTEL, Can you explain how Iridium can get away with not having a gateway foGlobalstar Telecommunications Limited GS 07/11/2007 04:30:12 PM
Yes, I agree with you regarding the right price. 49/month or even 19/month I thGlobalstar Telecommunications Limited GS 07/10/2007 10:59:39 PM
Glad to hear I'm not completely out in left field about this Columbia acorn snipGlobalstar Telecommunications Limited GS 07/10/2007 07:39:06 PM
Interesting clip from the Investor's Business Daily about Columbia's Acorn MutuaGlobalstar Telecommunications Limited GS107/10/2007 10:48:27 AM
Anyone have any thoughts on the recent leg up in the stock? I don't see any newGlobalstar Telecommunications Limited GS 07/05/2007 02:30:36 PM
Anyone eyeing Whitehall Jewellers JWL? Severe market over reaction driving the Mr. Pink's Picks: selected event-driven 09/16/2005 07:59:18 PM
You are correct: the 0.18 um Al technology is currently supporting binsplits of Intel Corporation (INTC) 07/30/2001 03:15:18 PM
Right. More like I work there.Intel Corporation (INTC) 07/30/2001 02:34:37 PM
You are misinformed. P4 will hit 2 GHz & beyond on the 0.13u Cu process not 0.1Intel Corporation (INTC) 07/29/2001 08:41:32 PM
I generally concur w/your financial assessment for the "other" businesses. HoweIntel Corporation (INTC) 07/18/2001 09:48:28 PM
Cardozo Law Review: The Essays of Warren Buffett. Great compilation of WarrenA LIST of investment books 12/17/2000 01:00:28 AM
P4 has 6 levels of metal.Intel Corporation (INTC) 12/15/2000 02:03:58 AM
Wrong. The minimum PIII bin by Q2 will be substantially above that number (86Intel Corporation (INTC) 12/12/2000 12:05:14 AM
I don't think so. AMD targets around 350 while intel is on the plus side ofIntel Corporation (INTC) 12/07/2000 01:37:05 AM
What is the die size for CuMine/WMT and how do you get that number.Intel Corporation (INTC) 12/07/2000 12:35:12 AM
Standard industry practice is to denote die size based on the sqrt of die area, Intel Corporation (INTC) 12/07/2000 12:14:43 AM
I meant sq. mils per side--STD. INDUSTRY UNITS--w/200 mm wafer.Intel Corporation (INTC) 12/06/2000 09:53:07 PM
But, if you use that capacity to instead produce a Chip with 200 mm^2=~1000 die Intel Corporation (INTC) 12/06/2000 01:17:26 AM
Die size is something AMD has been careful with recently due their miniscule capIntel Corporation (INTC) 12/06/2000 01:03:26 AM
INSIDERS ARE DIVERSIFYING, HAVE BEEN DIVERSIFYING, WILL BE DIVERSIFYING.... YFinisar - FNSR 07/05/2000 01:15:33 PM
I am confused by your statements. I would have thought that your statement, "tIntel Corporation (INTC) 06/21/2000 06:27:00 PM
Greg, Do you follow secondary fiber players like fnsr? Its in all the hotHome on the range where the buffalo roam 06/14/2000 11:17:00 AM
Thanks for adding to the discussion, your contributions are always useful... InfoSpace.com 05/16/2000 02:31:00 PM
Spytrdr What is the basis for your stance except valuation concerns? Agreed,InfoSpace.com 05/16/2000 11:42:00 AM
Prince Alwaleed bn Talal invests $50mm into INSP per CNBC and Reuters. KIS gInfoSpace.com 05/16/2000 10:23:00 AM

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