Posted by pingdan > 2016-01-13 09:57 | Report Abuse

Another good company found by Icon8888.

Posted by tkhe1313 > 2016-01-13 10:10 | Report Abuse

Good write-up

Posted by HITnRUN > 2016-01-13 10:17 | Report Abuse

Just to clarify, the expansion project of Seagate in Batu Kawan Penang had been stalled and there is no light of re-start for the coming years

Posted by Icon8888 > 2016-01-13 10:18 | Report Abuse

noted, will delete

Posted by Koon Bee > 2016-01-13 10:23 | Report Abuse

I sapu 59.5 200 big lots

Posted by master_tan > 2016-01-13 10:28 | Report Abuse

pls look into AEMULUS, another equipment design & manufacturer company.

Posted by Koon Bee > 2016-01-13 10:31 | Report Abuse

The goreng style like comcorp

Posted by Icon8888 > 2016-01-13 10:33 | Report Abuse

master_tan, your reputation precedes you

murali has been telling me how your advice has helped him recently

Posted by Icon8888 > 2016-01-13 10:37 | Report Abuse

I looked at aemulus, they are sexy - got own technology, etc

They have also came up with new products that can potentially boost revenue in coming quarters. But I also read somewhere that there is a possibility of the new products cannibalising the old products, resulting in not much overall revenue gain. This is one concern that I have been chewing on since you last pitched the stock to me.

You have any information to address the above concern ? I am more than happy to sailang if the story is good

Posted by Desa20201956 > 2016-01-13 10:47 | Report Abuse

you no need to sleep one ah?
How come you can manage to dig up so many gems?

Posted by master_tan > 2016-01-13 10:51 | Report Abuse

Inari is going to open a new plant in Batu Kawan, this new plant going to purchase a lot of tester and equipment. Looking at Avago is existing AEMULUS customer, I am suspecting Inari MIGHT purchase the equipment from AEMULUS, which resulted revenue and profit growth in year 2016.

I am looking good in this company. Just share my thought.

Posted by Icon8888 > 2016-01-13 10:56 | Report Abuse

ok noted your point. Sometime we don't need to be 100% sure before buying, if got 51% chance of success can masuk already.

Posted by murali > 2016-01-13 11:02 | Report Abuse

Tq Bro Icon8888, can have roti canai for weeks..

Posted by Koon Bee > 2016-01-13 11:13 | Report Abuse

Hoseh...i top up 0.63 until 0.65

Posted by tkp2 > 2016-01-13 11:14 | Report Abuse

i joint the boat as well, hihihi, hope to earn some KFC duit

Posted by Koon Bee > 2016-01-13 11:16 | Report Abuse

By 12.30 over 70c

Posted by murali > 2016-01-13 11:16 | Report Abuse

Haha, tumpang sampan only...not even look into their balance sheet..as long as can earn some lunch money not bad mah..within half an hour

Posted by murali > 2016-01-13 11:17 | Report Abuse

Yesterday kena lectured by Icon8888,changed my style a bit..sometimes have to curi-curi without study too much...

Posted by HITnRUN > 2016-01-13 11:17 | Report Abuse

this is what I heard on Aemulus, the coming qtr report is kind of bad, probably that will hurt the share price, but I am not sure if 2016 will be good for them...need to find out

Posted by tkp2 > 2016-01-13 11:20 | Report Abuse

bro murali, hahaha, but sometime your attention to details is good also ma, at least can highlight something we don't see.

But for me, as long as is Icon counter, i just buy first, study later.

Posted by poor_guys > 2016-01-13 11:23 | Report Abuse

I want earn some MCD duit can liao..:)

Posted by Koon Bee > 2016-01-13 11:27 | Report Abuse

I used all my 250k sapu dufu...not enough money until need to sell some AWC to sapu

Posted by Koon Bee > 2016-01-13 11:28 | Report Abuse

By 12 noon 68 c, 12.30 over 70c

Posted by SuperMan 99 > 2016-01-13 11:37 | Report Abuse

Icon, I initially thought someone named "Icon" faking your name in publishing article.

Title too long ah? Cannot fit? have to cut name? Hahaha....

Posted by Koon Bee > 2016-01-13 11:38 | Report Abuse

I3 member contribute at least 50% of today volumn on dufu

Posted by soros228 > 2016-01-13 11:40 | Report Abuse

I miss the article. Oh no.

Posted by soros228 > 2016-01-13 11:43 | Report Abuse

KB what is TP?

Posted by master_tan > 2016-01-13 11:44 | Report Abuse

Icon8888 brother:
I putting more comment on AEMULUS forum. To share my thoughts.
http://klse.i3investor.com/servlets/forum/800004516.jsp

This is not a buy or sell call.Pls trade with your own study.

Posted by Koon Bee > 2016-01-13 11:44 | Report Abuse

Oh nonono 62.5...dufu become taufu

Posted by Koon Bee > 2016-01-13 11:45 | Report Abuse

Tp above 90 cent

Posted by soros228 > 2016-01-13 11:47 | Report Abuse

What is your entry price ?

Posted by Koon Bee > 2016-01-13 11:48 | Report Abuse

I sapu 0.595 300 lots and 0.63 - 0.65 280 lots

Posted by Koon Bee > 2016-01-13 11:49 | Report Abuse

0.63...yeah...taufu become yong tao fu

Posted by SuperMan 99 > 2016-01-13 11:49 | Report Abuse

This Icon sifu is really GENG....

Posted by poor_guys > 2016-01-13 11:50 | Report Abuse

Koonbee banyak wang ohhh..haha

Posted by soros228 > 2016-01-13 11:50 | Report Abuse

I haven't enter lo.

Posted by Koon Bee > 2016-01-13 11:50 | Report Abuse

Icon...the momentum seems slow down...faster post dufu part 2...quickly quickly

Posted by soros228 > 2016-01-13 11:51 | Report Abuse

Hahahaha

Posted by mimi898 > 2016-01-13 11:52 | Report Abuse

sifu icon8888 can give some comment on esceram. TQ

Posted by Koon Bee > 2016-01-13 11:52 | Report Abuse

Ico sifu is golden finger

Posted by poor_guys > 2016-01-13 11:53 | Report Abuse

UMA..

Posted by pingdan > 2016-01-13 11:54 | Report Abuse

lol UMA....

Posted by soros228 > 2016-01-13 11:55 | Report Abuse

Oh no.

Posted by Desa20201956 > 2016-01-13 11:56 | Report Abuse

answer to the UMA....i3 very powerful, i3 sifu very powerful.

Please don't punish Directors.

Posted by Koon Bee > 2016-01-13 11:56 | Report Abuse

Oh no..UMA

Posted by soros228 > 2016-01-13 11:56 | Report Abuse

Scary la KB. HEART ATTACK MAN.

Posted by Koon Bee > 2016-01-13 11:57 | Report Abuse

Die die die...

Posted by Koon Bee > 2016-01-13 12:00 | Report Abuse

Euro chart very nice...cup and handle

Posted by Koon Bee > 2016-01-13 12:07 | Report Abuse

Haiz...party just begin and bursa wisel on uma...haiz

Like when u small playing in the house and your dad come back suddently

Posted by hissyu2 > 2016-01-13 12:54 | Report Abuse

just some views...

Benefit of SSD: http://www.storagereview.com/ssd_vs_hdd

price SSD vs HDD: http://www.diffen.com/difference/HDD_vs_SSD
--> So you see the trend down for both SSD and HDD... wait a moment, is HDD stop decreasing? look like it is the bottleneck... NAND flash still has room to improve anyway.

additional info:
http://www.marketwatch.com/story/2015-year-in-review-the-sp-500-2015-12-28
3. Western Digital Corp. (NASDAQ: WDC) posted a new 52-week low of $66.08 on Friday, before closing the day down about 1.5% at $66.82. The computer storage device maker announced a $19 billion acquisition of SanDisk on October 21, and the stock has dropped more than $5 a share since then. The stock’s 52-week high is $114.69, and shares lost 16% in the month of October.


WDC emphasis on Enterprise storage?? So, more profit margin? Let's see the revenue and earning :http://financials.morningstar.com/income-statement/is.html?t=WDC&region=USA&culture=en_US

Why WDC or HDD sector wants to focus on ES? because they have no way to challenge SSD, in term of speed and power efficiency.

If HDD is so much of benefit and future, why WDC wants to spend billions to acquire sandisk? Wanna turn sandisk to hdd maker? or they want to involve into NAND business?

http://www.wdc.com/en/company/pressroom/releases/Default.aspx?release=e5f16023-3969-4cd0-bc3b-fe7e35572518


Anyway, does SSD win all? no...
1. Price is still higher though it has been decreasing rapidly since a few years ago. With 3D NAND technology mature, SSD could go even cheaper.
2. Data retention issue is the major problem~ But we never know when it could be solved...