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Where does this confidence come from ???
dun tell u.... dun tell u... hehe... 
u r good !! really 0.185 now.
handon ( Date: 20-Apr-2009 14:34) Posted:
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bor liao... gone with the wind....
On the way to break 0.20
dun tell u... dun tell u.... 0.185... BO.... 90.5% confidence.... hehe....
looking at it.... 0.185 BO later.... 68.5% confidence....
short not in favor... hehe...
my boss said one hor...
0.185 insights... hehe...
after which... dun tell u.... dun tell u.... hehe....
setup may favor long... hehe...
my boss said bet a bit ok... hehe...
If dont make money. Can produce 14nm chip also will not increase the share price.. Heavy Capital investment but yet to see chartered bear fruit.. But working in Chartered not bad, at least can put that in resume.. Got the exp and know how...
rabbitfoot ( Date: 17-Apr-2009 20:39) Posted:
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Chartered Up 28 % over Nasdaq and another 5% during after-hours last night
Chartered going in for the cutting edge 28 nm chip. WELL DONE !!!
The rights was a blessing in disguise for long-suffering Chartered shareholders to see some gains in their holdings. Imagine for every 10 lots, you gain $2700 from your rights basing on closing price today.
From SGX website on 16April, Temasek raised stake From 59.66 % To 62.33 %,
calculation of shares % as below:
Percentage (before change) is based on 2,534,801,597 issued shares of CSM as at 1 June 2006 being the number of issued shares as at the date of the last notification. The percentage based on 2,544,417,109 issued shares as at 14 April 2009 is 59.36%
Percentage (after change) is based on 9,414,343,303 issued shares of CSM as at 15 April 2009.
Maybe some have too much money and dont know where to throw......at least I will not do that. Show me some good result and I will buy some to keep.
Still think chater must make money before going long on this one... Hard to invest big.. Ocassional punt for price up or down ok.. Risk very high.. All based on talk but no net profit.. How to pump alot of money in this one.. Must be profitable first before we can dream i will become a world class leading chip maker... If every year net loss, who will be funding chater dreams... SHAREHOLDER
Bro, anyone know why Chartered go up by 1.5 cents ? Any good news ?
Also, for the right and excess right, when is the confirmation letter ( either accept/ reject ) send out ?
Thank you....
Ehmmm, in the Edge March 16, Chartered dismissed Globalfoundries. Now reading below, Globalfoundries dismisses Chartered. Who is right and who is wrong, let history be the judge....
For now, AMD is Globalfoundries’ only customer. Next comes the hard part — building an external customer base. Take a look at Chartered. It owns five wafer fabs, including its cutting-edge Fab 7, has spent years trying to build a decent customer base and has a mere $1 billion, or under US$600 million, market capitalisation. Why spend US$7.4 billion trying to roll out a couple of fabs when you can buy five fabs for less than a tenth of that along with all the intellectual property, expertise and customer relationships? “Because Chartered’s fabs are old — some more than 10 years old — while our business model is to have only state-of-the-art, cuttingedge foundries geared to producing wafers for customers willing to pay for top-notch technology,” says Grose. Indeed, he doesn’t see any reason to buy into, partner with or forge any sort of alliance with Chartered or even UMC. “It’s not part of our business plan,” he shrugs. He’d rather build large new cuttingedge fabs himself, pay big money to buy intellectual property and snare talent. “We have looked at them and at a cross section of their assets,” he says of Chartered and UMC. “We believe their older assets don’t fit in with our business model.”
The way Grose sees it, the real barrier to entry in the foundries business is capital. Aside from plants, he says, foundry operators need the money to buy the intellectual property and talent. Globalfoundries has in the current environment something that is in short supply.
“We have the money,” says Grose. “We have the ability to keep on investing.” And money, he believes, can buy anything. Chartered and UMC mayhave intellectual property, he says, “but we can just buy intellectual property overnight”.
Why invest at a time when foundries are running below half their installed capacity? “We believe there is underinvestment in these technologies right now. As we come out of this downcycle, we will be in an area where others have not invested,” says Grose. It takes years to build a cutting-edge fab. By the time credit markets unfreeze and capital markets begin to fund foundries again, his firm would have walked away with a big chunk of the customers and will be busy ramping up even more capacity at higher nodes of technology.
He dismisses Chartered and UMC as mere second-tier foundry players that are not in the league of TSMC or his own fledgling venture. “We are not competing with Chartered because we are on very advanced future nodes like 45nm, 40nm, 32nm and 28nm technology while they are still in 65nm.” Indeed, Globalfoundries sees only TSMC as its competitor. “It may be the 800-pound gorilla in the room but we have the capital and the expertise to take it on,” he says.
Grose believes as his firm ramps up, there will be a restructuring of the foundry industry over the next two years. “If you can’t invest in new technology, you will lose your customers,” he says. “If you can’t do the next technology node or product for your customer, he will go somewhere else.” That’s what he believes would happen to Chartered and UMC, who will lag further in the aftermath of the downturn. “It’s going to be a shrinking field over the long run and we expect to be one of two big players in the next two years, alongsideTSMC providing the technology and manufacturing,” he says. Globalfoundries is betting that with US$7.4 billion of Abu Dhabi’s cash, customers will throw more work its way because they don’t want just one 800-pound gorilla like TSMC in the room. It’s a huge bet.
Quoted from Edge Singapore.Part of the article
Chartered do need to do something to make it competative again
Qtr 2 forecast will be much better with orders picking up well....This one will be a real multi-bagger !