Back

Latest Forum Topics / AEM SGD    Last:8.81 --

Post Reply

Singtel Bullish??? Post Reply Rate topic
hckoh611 Member	03-Apr-2018 10:37        hckoh611 About Contact  Quote this Post!
x 0   x 0  Alert Admin	AEM build test equipment for Intel. So it doesn' t matter the chip is for who. All chips will flow to test equipment build by AEM for burn-in, system level test and binning. If Apple business to Intel is just a small percentage, it won' t impact AEM. Not vested in AEM. kelvintan84      ( Date: 03-Apr-2018 10:26) Posted: Can' t conclude. AEM may derive most of their revenue from Intel, but we dont know what chips they are working on. The chips may not be for Apple. The problem is we will never know because AEM will never disclose. Just make sure AEM has limited exposure to your overall port. That will keep risk in check. Sgvale      ( Date: 03-Apr-2018 10:02) Posted: If it's true, it's a great blow to AEM
Useful To Me  Not Useful To Me
Andy80 Senior	03-Apr-2018 10:33        Andy80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dont think AEM' s revenuse comes most from Intel. Please see their website for reference.   kelvintan84      ( Date: 03-Apr-2018 10:26) Posted: Can' t conclude. AEM may derive most of their revenue from Intel, but we dont know what chips they are working on. The chips may not be for Apple. The problem is we will never know because AEM will never disclose. Just make sure AEM has limited exposure to your overall port. That will keep risk in check. Sgvale      ( Date: 03-Apr-2018 10:02) Posted: If it's true, it's a great blow to AEM
Useful To Me  Not Useful To Me
DOCTORlim Senior	03-Apr-2018 10:32        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	A full-blown trade war between the United States and China, a worry that sent the averages far into the red on Monday, has a "very low" chance of happening, strategist Scott Wren told CNBC. As a market-wide sell-off drove stocks down to correction-level lows, Wren said on CNBC's "Fast Money" that China's newly imposed tariffs on U.S. goods were a "mini-shot over the bow" in the broader scope of global trade relations. "I think we're going to see a lot of extreme targeting of tariffs" played out over the next few years, Wren, a senior global equity strategist at Wells Fargo Investment Institute, said on Monday. "The volume of trade between the two countries is obviously huge and what the tariffs are actually on is pretty small, so I don't think we're going to see a big escalation." Wren told CNBC's Melissa Lee that he expected to see a lot of renegotiation between U.S. and Chinese policymakers in lieu of a more heated battle. "I think the bottom line for us is that an all-out trade war is a low probability," the strategist said. Wren did worry about the White House's proposed tariffs on China for alleged intellectual property theft, long a point of tension between the two countries. The strategist anticipated "some give" in the technology stocks as a result ? considering such companies' large lines of business in China. "They're not about to give up their technology and their rights to [selling into China]," Wren said. "The administration, they need to go after this intellectual property problem because it is a huge problem and if it didn't come to the boiling point now, it certainly would at some point down the road."
Useful To Me  Not Useful To Me
Berani Elite	03-Apr-2018 10:30        Berani About Contact  Quote this Post!
x 0   x 0  Alert Admin	AEM what happen ... lao sai till like that
Useful To Me  Not Useful To Me
zandlery Supreme	03-Apr-2018 10:26        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Just like rumor of grab wanna buy uber SE asia business few months ago? Wind22i      ( Date: 03-Apr-2018 09:26) Posted: Obviously the news is a wall street rumor..maybe someone want to short intel stock.. Intel still have the best chip and it has many customers..ie apple is <5% of intel revenue..
Useful To Me  Not Useful To Me
kelvintan84 Veteran	03-Apr-2018 10:26        kelvintan84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can' t conclude. AEM may derive most of their revenue from Intel, but we dont know what chips they are working on. The chips may not be for Apple. The problem is we will never know because AEM will never disclose. Just make sure AEM has limited exposure to your overall port. That will keep risk in check. Sgvale      ( Date: 03-Apr-2018 10:02) Posted: If it's true, it's a great blow to AEM. kelvintan84      ( Date: 03-Apr-2018 08:01) Posted: Apple tell Intel they won't be using their chips by 2020. Intel contributes ~90% of AEM revenue. Hope the plunge won't be too bad today. Not vested.
Useful To Me  Not Useful To Me
UnicornSG Member	03-Apr-2018 10:25        UnicornSG About Contact  Quote this Post!
x 0   x 0  Alert Admin	price stable at low $6. looks like good reentry price.
Useful To Me  Not Useful To Me
Sgvale Supreme	03-Apr-2018 10:02        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	If it's true, it's a great blow to AEM. kelvintan84      ( Date: 03-Apr-2018 08:01) Posted: Apple tell Intel they won't be using their chips by 2020. Intel contributes ~90% of AEM revenue. Hope the plunge won't be too bad today. Not vested.
Useful To Me  Not Useful To Me
Andy80 Senior	03-Apr-2018 10:00        Andy80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	May be a good time to enter. Seriously, Mkt is over-reacting. At current price, low $6 looks good to enter..
Useful To Me  Not Useful To Me
bishan22 Supreme	03-Apr-2018 09:58        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	next support...6.00...
Useful To Me  Not Useful To Me
DOCTORlim Senior	03-Apr-2018 09:37        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dow Jones futures pumping up now....so is time to buy in more....immediate results tommorow Wind22i      ( Date: 03-Apr-2018 09:26) Posted: Obviously the news is a wall street rumor..maybe someone want to short intel stock.. Intel still have the best chip and it has many customers..ie apple is <5% of intel revenue..
Useful To Me  Not Useful To Me
Wind22i Supreme	03-Apr-2018 09:26        Wind22i About Contact  Quote this Post!
x 1   x 0  Alert Admin	Obviously the news is a wall street rumor..maybe someone want to short intel stock.. Intel still have the best chip and it has many customers..ie apple is <5% of intel revenue..
Useful To Me  Not Useful To Me
Sgvale Supreme	03-Apr-2018 09:14        Sgvale About Contact  Quote this Post!
x 1   x 0  Alert Admin	Not too bad kelvintan84      ( Date: 03-Apr-2018 08:01) Posted: Apple tell Intel they won't be using their chips by 2020. Intel contributes ~90% of AEM revenue. Hope the plunge won't be too bad today. Not vested.
Useful To Me  Not Useful To Me
Wind22i Supreme	03-Apr-2018 08:30        Wind22i About Contact  Quote this Post!
x 0   x 0  Alert Admin	Statement from Intel : ?We don't comment on speculation about our customers.?
Useful To Me  Not Useful To Me
kelvintan84 Veteran	03-Apr-2018 08:27        kelvintan84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Erm, when I asked if u are kidding I am amazed at how u understand corporate statement. This is a generic respond to all market volatility. Anyway, I'm not about to start an argument here. I just wanted to update a "REAL" news for sharing. If the respond from you is as such so be it. I hope aem do OK later. Peace out DOCTORlim      ( Date: 03-Apr-2018 08:24) Posted: U go surf CNBC...UNDER TECH kelvintan84      ( Date: 03-Apr-2018 08:21) Posted: Seriously Bro??? U kidding right??
Useful To Me  Not Useful To Me
DOCTORlim Senior	03-Apr-2018 08:24        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	U go surf CNBC...UNDER TECH kelvintan84      ( Date: 03-Apr-2018 08:21) Posted: Seriously Bro??? U kidding right?? DOCTORlim      ( Date: 03-Apr-2018 08:19) Posted: . Apple declined to comment, and Intel said it does not respond to speculations or rumors. From CNBC
Useful To Me  Not Useful To Me
kelvintan84 Veteran	03-Apr-2018 08:21        kelvintan84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seriously Bro??? U kidding right?? DOCTORlim      ( Date: 03-Apr-2018 08:19) Posted: . Apple declined to comment, and Intel said it does not respond to speculations or rumors. From CNBC
Useful To Me  Not Useful To Me
DOCTORlim Senior	03-Apr-2018 08:19        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	. Apple declined to comment, and Intel said it does not respond to speculations or rumors. From CNBC
Useful To Me  Not Useful To Me
kelvintan84 Veteran	03-Apr-2018 08:16        kelvintan84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Erm, hello.. That means the announcement is real. U know the meaning of rumours anot?
Useful To Me  Not Useful To Me
DOCTORlim Senior	03-Apr-2018 08:14        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	The decline in Intel shares on the report that Apple plans to stop using the company's chips is a great buying opportunity, according to one Wall Street firm. Stifel reiterated its buy rating for Intel shares, citing Apple's small market share in the PC industry. Intel's stock dropped sharply on Monday after Bloomberg reported that Apple would ditch Intel chips for an in-house model on Mac computers. Its shares fell as much as 9 percent after the report and then regained ground, ending the day down 6 percent. PLAY VIDEO Report: Apple plans to move away from Intel chips in Macs as early as 2020 "The market is over reacting to Apple's announcement for using an internally developed CPU for its Mac systems as early as 2020," analyst Kevin Cassidy wrote in a note to clients entitled "Potential Apple Move Not a Major Threat to Intel" on Monday. "According to IDC, Apple had 7.3% traditional PC unit market share in 4Q17." He recommended investors buy Intel shares on Monday's weakness. Cassidy reaffirmed his $53 price target for Intel shares. He estimated Apple generated only 4 percent of Intel's revenue last year and less than 1 percent of its profits. "We do not expect any other PC manufacturers will consider designing its own CPUs," he wrote. kelvintan84      ( Date: 03-Apr-2018 08:09) Posted: Can share the link where Intel declare it as rumours? Bloomberg only reported apple's claim and did not mention Intel rebuttal. AEM did not specify what type of chips they are working on for Intel, so this apple saga may not affect them. But if it does then it's gonna be devastating... DOCTORlim      ( Date: 03-Apr-2018 08:05) Posted: So what is next? Sell? No! Buy more u will earn more....intel has respond is a rumour....so done think is true? All investors stay calm.....morning will be just over react....i will push back up....can even go positive..
Useful To Me  Not Useful To Me

                                                         First   < Newer   23641-23660 of 24780   Older>   Last