Replies to post #70 on Equity Field Notes from temporal sources

[DanWebzster]

GILD is growing HIV business, but not nearly at the rate that its HCV business is declining

Cash = 36.7Bn on 12/31/17

Debt is ~33Bn

repatriating 5.5Bn in 2018 to reduce debt

will pay 0.57/share divy in 2018

spent 12.57Bn to acquire Kite and Cell Design Labs in 2017

Avoid, too many parts moving in different directions.

[DanWebzster]

AEHR had a tough 2018, mostly based on order delays.

AAPL chose AEHR's flash testing equipment over TER & FORM in 2017 due to technological edge.

AEHR technology allows testing at the wafer level, while competitors testing equipment cannot be used until the memory module is packaged.

10/18 earnings report was hurt by earnings delays. Cash flow position is dangerous and 1/19 earnings results are not certain.