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GTAT Path Forward: Bull Case vs Base Case

GTAT

Original Publication Date: August 7th, 2014 by Matt Margolis via PTT Research FORENSICS High Level Summary from GT’s Earnings Call Revised 2014 EPS range from $0.02-0.18 to $0.12-0.18 Revised 2014 Revenue range lower from $600m-800m to $600-700m Expects to receive final prepayment from Apple by October 31, contingent on reaching certain operational targets set by Apple GTAT is now capable of ... Read More »

GTAT Cannacord Genuity Conference Takeaways

GTAT

Original Publication Date: August 14, 2014 by Matt Margolis via PTT Research FORENSICS   The Cannacord Genuity call was action packed and loaded with extremely bullish nuggets.  GTAT’s management focused on diverting attention away from sapphire materials and Apple and on the company’s future as a diversified technology company.  I am even more excited about GTAT’s prospects over the next 12 ... Read More »

Micron versus SanDisk and the “Big Data” Explosion Effect

Micron

Original Publication Date: July 31, 2014 by Matt Margolis via PTT Research FORENSICS Micron was my most volatile investment for several years. The company was repositioning itself for the long term in a memory industry that was shaking out unsustainable players. Over the past year, however, the company’s share price and financial performance have been on autopilot. Shares of Micron ... Read More »