| Author |
Message |
    
Miloandbono
Registered Member
Username: Miloandbono
Post Number: 690
Registered: 08-2009
| | Posted on Wednesday, April 07, 2010 - 10:26 am: | 
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bought some dell calls a while back. I've got about 100% on them after this pop. They are 2010 15's. Anyone have any fundamental thoughts on Dell? |
Warbucks
Registered Member
Username: Warbucks
Post Number: 80
Registered: 03-2004
| | Posted on Monday, January 11, 2010 - 02:40 pm: |
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Bioject (symbol BJCT) could be making a move soon, as one of their partners, Vical (or Merial?) is set to make a big announcment concerning a drug (cancer) for dogs.
http://content.usatoday.com/communities/pawprintpost/post/2010/01/lucky-dogs-new -melanoma-drug-is-approved/1 |
Warbucks
Registered Member
Username: Warbucks
Post Number: 73
Registered: 03-2004
| | Posted on Thursday, December 10, 2009 - 09:41 pm: |
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Well, from today's joint announcement with Intel, it is apparent that Intel is aware of Microvision - a very good sign. |
Warbucks
Registered Member
Username: Warbucks
Post Number: 72
Registered: 03-2004
| | Posted on Saturday, December 05, 2009 - 06:06 pm: |
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Microvision (symbol MVIS) is really starting to look good as their mini projector goes on sale (with Vodaphone) http://www.flickr.com/photos/vodafone_es/4147404860/
(Message edited by Warbucks on December 05, 2009) |
Gldndog
Registered Member
Username: Gldndog
Post Number: 531
Registered: 12-2004
| | Posted on Friday, July 03, 2009 - 12:35 am: |
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Many years ago there was a company in Richmond, BC, that supplied roof panels to help people heat their swimming pools. The panels consisted of a glycol liquid and a pumping system that was integrated with the Natural gas heating system for the swimming pool. The owner talked about how this was the latest technology and the wave of the future.
The company did not stay in business very long but I will always remember the enthusiasm of the owner.
I think a solar film with minimum moving parts is a vast improvement and may be, someday, like Henry Ford's vision of a car in every American's driveway. How about solar panels on everybody's rooftop?
Sorry about the long answer, but you asked. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2529
Registered: 07-2005
| | Posted on Friday, July 03, 2009 - 12:15 am: |
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GLDN,
What do you like about ENER as opposed to other alt energy companies? I did notice they were upgraded by JPM today. |
Gldndog
Registered Member
Username: Gldndog
Post Number: 530
Registered: 12-2004
| | Posted on Thursday, July 02, 2009 - 10:14 pm: |
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I was going through some stocks that I was looking at while school was still in session. Now that I have some time between putting up a six foot fence because my golden can jump a five foot fence, I came across this article on Yahoo board for ENER.
http://www.theoaklandpress.com/articles/2009/06/25/business/doc4a434fbc8505d2720 94344.txt
I am considering some September 16 calls,curently @ 1.60 - 1.70. This should be enough time to get some hype out from the government hoopla to move this stock upwards.
Anybody aware of this solar energy stock? |
Public_heel
Moderator
Username: Public_heel
Post Number: 9198
Registered: 12-2003
| | Posted on Tuesday, December 30, 2008 - 02:53 pm: |
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T/S
I know you sell your calls and puts naked. I seem to get into trouble whenever I do that.
Yes, it's not something an intelligent person would do... |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2375
Registered: 07-2005
| | Posted on Tuesday, December 30, 2008 - 02:47 pm: |
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K/N.
Sorry to hear you were sick over the holidays. That really stinks. I had a case of bronchitis a few years ago that lasted practically the whole winter. It is really depressing to be sick for a long period of time.
Heel,
I know you sell your calls and puts naked. I seem to get into trouble whenever I do that. |
Killernut
Registered Member
Username: Killernut
Post Number: 5702
Registered: 10-2003
| | Posted on Tuesday, December 30, 2008 - 11:32 am: |
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No, but I've been watching it. |
Public_heel
Moderator
Username: Public_heel
Post Number: 9196
Registered: 12-2003
| | Posted on Tuesday, December 30, 2008 - 10:20 am: |
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K/N - Are you still in RACK? It's selling down around cash (and has no debt), which looks good, but the options so no enthusiasm at all for the stock... |
Public_heel
Moderator
Username: Public_heel
Post Number: 9193
Registered: 12-2003
| | Posted on Monday, December 29, 2008 - 09:39 pm: |
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T/S - I like some of those short ideas, although I prefer to bet that they won't go up much, by selling calls.... |
Public_heel
Moderator
Username: Public_heel
Post Number: 9192
Registered: 12-2003
| | Posted on Monday, December 29, 2008 - 08:47 pm: |
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The people who buy SMH options don't agree with K/N. The calls are surprisingly cheap... |
Killernut
Registered Member
Username: Killernut
Post Number: 5701
Registered: 10-2003
| | Posted on Monday, December 29, 2008 - 08:35 pm: |
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TS. As with everything else I think it will depend on the overall economy.
For the last month I have been on again off again sick. Sick three or four times depending on how you count, each a little different than the previous, and mostly hitting me during weekends. The last time it hit me Christmas Eve day and didn't let up until yesterday or the day before.
So for the most part of the Christmas season I have either been at work or at home sick. Didn't go anywhere do anything. I did all my Christmas shopping on Christmas Eve day while I was coming down with Strep throat. I knew it was coming but I was determined to get out and buy my wife and kids something. I could not believe the stores. Packed front to back, side to side. Shelves totally cleaned out. Nothing on them except a few scraps.
Surprised the hell outta me. The kids got some gift cards from relatives and while in Columbus this weekend (again I was sick but did the best I could) we went to a couple electronic stores and again packed with people buying. I suppose it was gift cards or exchanges but again my daughter had a specific digital camera picked out and the first store didn't have it. They called the other 3 stores in Columbus and only one had it left. The last one. Drove clear around Columbus to get it.
Went to the zoo lights and the place was ridiculously crazy. The weather was nice but c'mon. Why would thousands of people decide to jam pack the zoo, the parking lots, and the freeway to the zoo? If we weren't meeting my SIL I would have turned around and said the heck with it.
All anecdotal of course but I have read so much doom and gloom lately and felt as poorly as I ever have for an extended period, I was expecting far worse.
I am beginning to get bullish on tech. I think there are certain areas that will boom coming out of this recession and some specific tech areas seem to appeal to me. Particularly in the infrastructure end, a never ending need for growth of broadband data etc.
I came back this weekend deciding some research is needed on inventory levels. I believe that they will lag the recovery a bit since everyone seems so cautious but once they turn the upturn should be well on its way. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2374
Registered: 07-2005
| | Posted on Monday, December 29, 2008 - 07:39 pm: |
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Some people think tech is going to get much worse.
http://online.barrons.com/article/SB122912495865802961.html?mod=yahoobarrons&ru= yahoo |
See2see
Registered Member
Username: See2see
Post Number: 104
Registered: 10-2003
| | Posted on Sunday, July 06, 2008 - 12:07 am: |
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Is tech oversold yet? Or will it get more oversold first?
I wish I were public heel, he always seems to know how to make a buck. |
Public_heel
Moderator
Username: Public_heel
Post Number: 7674
Registered: 12-2003
| | Posted on Wednesday, July 02, 2008 - 05:49 pm: |
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I've been heavily short RIMM calls for some time. For a while, I had stock to back up about 40% of it, but I sold the stock at around $122 (medium-sized loss) because I decided that my short calls were no longer in much danger... |
Treesloth
Registered Member
Username: Treesloth
Post Number: 2179
Registered: 07-2005
| | Posted on Wednesday, July 02, 2008 - 05:44 pm: |
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When RIMM went from 148 to 130 Cramer was screaming that it was time to get back in. I usually cut him slack, but he really blew it on that one.
http://finance.yahoo.com/q?s=rimm |
Warbucks
Registered Member
Username: Warbucks
Post Number: 70
Registered: 03-2004
| | Posted on Tuesday, May 13, 2008 - 08:59 pm: |
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Some bigger players jumping aboard with MVIS
Vanguard bought quite a bit, Morgan Stanley, and CalPERS is now a stockholder of Microvision.
http://www.nasdaq.com/asp/holdings.asp?mode=&kind=&timeframe=&intraday=&charttyp e=&splits=&earnings=&movingaverage=&lowerstudy=&comparison=&index=&symbol=MVIS&s ymbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&s ymbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&s ymbol=&symbol=&symbol=&symbol=&FormType=Institutional&mkttype=after&pathname=&pa ge=holdings&selected=MVIS |
Jfh
Moderator
Username: Jfh
Post Number: 977
Registered: 10-2003
| | Posted on Sunday, January 13, 2008 - 12:15 pm: |
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Tech Turnaround
Technology shares have been the worst performers lately, amid the slowdown fears and because the troubled financial sector represents as much as 18% of U.S. and global tech spending.
But some stocks now look cheap, argues James Paulsen, chief investment officer at Wells Capital Management.
If global growth resumes apace, tech shares should lead the market higher. Semiconductor stocks now trade at close to five-year lows, based on trailing sales and projected earnings.
Multinational companies like Microsoft, Oracle and Cisco Systems are favorites of cautious tech investors.
http://online.wsj.com/article/SB120017329185986365.html?mod=yahoo_hs&ru=yahoo |
Gldndog
Registered Member
Username: Gldndog
Post Number: 378
Registered: 12-2004
| | Posted on Thursday, October 25, 2007 - 01:01 pm: |
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VDSI misses "expectations" by 2 cents and drops.
http://www.reuters.com/article/marketsNews/idUKBNG27605520071025?rpc=44
I am seeing this as a buying opportunity |
Treesloth
Registered Member
Username: Treesloth
Post Number: 1502
Registered: 07-2005
| | Posted on Thursday, July 26, 2007 - 09:58 am: |
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Sold LSI $7.98 for a tiny profit. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 1496
Registered: 07-2005
| | Posted on Wednesday, July 25, 2007 - 04:40 pm: |
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LSI met consensus and is flat after hours...Oh well, nothing ventured, nothing gained. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 1495
Registered: 07-2005
| | Posted on Wednesday, July 25, 2007 - 10:13 am: |
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I bought a trading position in LSI. They haven't had earnings growth, and nobody is expecting the quarter to be good. I just like the risk reward scenario.
http://www.nasdaq.com/earnings/analyst_summary.asp?mode=&kind=&symbol=lsi&page=a nalystinfo&selected=lsi |
Public_heel
Moderator
Username: Public_heel
Post Number: 5246
Registered: 12-2003
| | Posted on Thursday, July 19, 2007 - 06:29 pm: |
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C/R - Something leaked, about MSFT or GOOG or both, although that doesn't explain why the larger index dropped, rather than MSFT or GOOG themselves (which both dropped right after 4:00).
Or maybe it was just a last-second adjustment to the NDX... |
Cape_rover
Registered Member
Username: Cape_rover
Post Number: 114
Registered: 10-2003
| | Posted on Thursday, July 19, 2007 - 05:59 pm: |
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I own QLD - it is suppose to track 200% of the QQQs. Today the NAS is up .76% QQQQ is up .30% QLD is up .47%. Everything was tracking pretty well up until the last 5 minutes and then the QQQQs and QLD tanked compared to the NAS. Anyone know why? |
Public_heel
Moderator
Username: Public_heel
Post Number: 5216
Registered: 12-2003
| | Posted on Sunday, July 15, 2007 - 07:13 pm: |
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T/S - yes, and Fleckenstein has been screaming that it's going to crash, almost every day of that stretch... |
Treesloth
Registered Member
Username: Treesloth
Post Number: 1462
Registered: 07-2005
| | Posted on Friday, July 13, 2007 - 11:48 pm: |
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I haven't seen a chart like this since 1999.
http://finance.yahoo.com/charts#chart1:symbol=rimm |
Tomzak
Registered Member
Username: Tomzak
Post Number: 74
Registered: 10-2003
| | Posted on Wednesday, July 11, 2007 - 03:52 pm: |
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A better link to NPLA news--http://www.bloomberg.com/apps/news?pid=conewsstory&refer=conews&tkr=NPLA:US&sid= a0BfvaOhkiao |
Tomzak
Registered Member
Username: Tomzak
Post Number: 73
Registered: 10-2003
| | Posted on Wednesday, July 11, 2007 - 02:51 pm: |
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NPLA--
news--
https://www.etrade.wallst.com/v1/stocks/news/news_story.asp?docKey=100-192b1309- 1&DMSourceID=COMTEX&Source=BusinessWire&docDate=2007-07-11%2013:15:22&headline=I nPlay%20Technologies%20Establishes%20Presence%20in%20Japan&refSymbols=|US;NPLA |
Tychobrahe
Registered Member
Username: Tychobrahe
Post Number: 3861
Registered: 10-2003
| | Posted on Wednesday, June 13, 2007 - 10:48 am: |
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Well, this is a first! I wake up this morning and see that NTCT is down 18 and trading at just about the same price it was at yesterday. This made no sense . . . no sense at all. A $7 stock could be down 18????
It turns out the stock shot up to 25 just before the close and that this was recorded as the closing price for the day. When it opened around its regular price of 7 this morning, this was considered down 18 from yesterday's close.
Only question now is what on earth made NTCT shoot up from 7 to 25 at yesterday's close? Any ideas?
http://finance.yahoo.com/q/bc?s=NTCT&t=5d
Wow, we're getting into the twilight zone here! IDEV did the same thing! What the . . . ?
(Message edited by tychobrahe on June 13, 2007) |
Warbucks
Registered Member
Username: Warbucks
Post Number: 67
Registered: 03-2004
| | Posted on Monday, April 09, 2007 - 07:12 pm: |
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ARCW will be going to the NASDAQ tomorrow - April 10. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 1323
Registered: 07-2005
| | Posted on Friday, March 30, 2007 - 09:30 am: |
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RHAT, another one of my holdings is up 5% pre marked due to their earning report....jeez, today is better than sex...I'm still down on the position though.
(Message edited by treesloth on March 30, 2007) |
Warbucks
Registered Member
Username: Warbucks
Post Number: 65
Registered: 03-2004
| | Posted on Friday, March 16, 2007 - 10:32 am: |
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MVIS
Very interesting comments from the broker at FlyOnWallStreet blog today about MVIS:
Closing Comments
I was out all day attending a private institutional meeting, hosted by MVIS. You know, the type of meeting that excludes the individual investor (you).
I don't want to come across like a "pumper" or "MVIS ho," but I am excited.
Alex made a very clinical presentation and was impressive. He did not over-hype his story and addressed tough questions with poise. In short, I am going to buy a lot more stock.
In my opinion, the company is very close to inking a major cell phone deal. Moreover, such a deal will be the first of many positive press releases, regarding strategic alliances.
Furthermore, I am convinced the stock price will trade above $5.30 for 20 days, effectively enabling the company to call in their warrants-- which will net the company $35 million dollars.
Hence, the cash issue will be resolved.
Finally, I am prepared to purchase additional shares up to $4.50. Best case scenario, the company will surprise everyone with a big announcement, within 2 months.
Everything I stated above is my own opinion and was not confirmed by Microvision.
Full Disclosure: I am heavily long the stock and warrants.
))
Great meeting.
They met with Disney and many other heavy hitters.
Good stuff.
5:19 PM
www.flyonwallstreetblog.com |
Tychobrahe
Registered Member
Username: Tychobrahe
Post Number: 3596
Registered: 10-2003
| | Posted on Wednesday, February 28, 2007 - 03:34 pm: |
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I've owned a small number of shares of NTCT since way back to 11Wall-East days. It's been pretty strong lately and is currently up more today than it was down in yesterday's big market decline.
Is anyone else watching this one? |
Jfh
Moderator
Username: Jfh
Post Number: 778
Registered: 10-2003
| | Posted on Thursday, January 25, 2007 - 03:23 am: |
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"BOSTON (MarketWatch) -- John Buckingham, editor of the Prudent Speculator newsletter, says investors should be optimistic about the long-term prospects for technology stocks, noting that valuations are attractive and balance sheets are strong, "although you have to be able to live through the volatility" of the sector.
" |
Warbucks
Registered Member
Username: Warbucks
Post Number: 54
Registered: 03-2004
| | Posted on Thursday, January 04, 2007 - 07:42 pm: |
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Would like to see a thread started in the Tech stock area for Ambient Technology - symbol ABTG.
Thanks
http://www.ambientcorp.com/ |
Gldndog
Registered Member
Username: Gldndog
Post Number: 273
Registered: 12-2004
| | Posted on Wednesday, November 22, 2006 - 12:10 am: |
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Ivan,
look at this,
"SEATTLE, WA, November 21, 2006 -- Global supercomputer leader Cray Inc.
(Nasdaq GM: CRAY) announced today that it has been awarded a $250 million
agreement from the U.S. Defense Advanced Research Projects Agency (DARPA).
Under this agreement, Cray will develop a revolutionary new supercomputer
based on the company's Adaptive Supercomputing vision, a phased approach to
hybrid computing that integrates a range of processing technologies into a
single scalable platform.
Weren't you working on a super dooper computer? And will the defense department pay you for your research?
I hope your work is going well. |
Jfh
Moderator
Username: Jfh
Post Number: 612
Registered: 10-2003
| | Posted on Wednesday, September 20, 2006 - 03:35 am: |
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Investor's Business Daily
Some Managers Dump Oil In Favor of Tech
Monday September 18, 7:00 pm ET
Murray Coleman
As oil prices have dropped, some managers are putting more money into exchange traded funds focused on technology.
Why? Take a look at iShares S&P Global Technology Sector (AMEX:IXN - News). In the past month, it's up 6.9%.
The most popular tech ETF, Technology Select Sector SPDR (AMEX:XLK - News), has gained 6.7% in the past month.
At the same time, Energy Select Sector SPDR (AMEX:XLE - News) is down more than 9.61% in the past month. It's the most heavily traded energy ETF, averaging 17 million shares per day.
"We're seeing a rotation out of energy into tech," said Anthony Welch, a money manager at Sarasota Capital Strategies. "We really noticed it around mid-July. As a result, we've sold all of our energy positions."
Out Of Energy |
Public_heel
Moderator
Username: Public_heel
Post Number: 2354
Registered: 12-2003
| | Posted on Monday, April 17, 2006 - 10:32 am: |
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TIVO downgraded by two brokerages today, with price targets of $6 and $7 (current price is $9). Two others uppped their prices targets to $18 and $20.
if I could buy options further out than 11/06, I'd get a straddle... |
Public_heel
Moderator
Username: Public_heel
Post Number: 2351
Registered: 12-2003
| | Posted on Monday, April 17, 2006 - 09:43 am: |
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Apparently, Ellison is saying hw wants to "get into Linux' perhaps by purchasing Novell or Red Hat... |
Cape_rover
Registered Member
Username: Cape_rover
Post Number: 86
Registered: 10-2003
| | Posted on Monday, April 17, 2006 - 09:36 am: |
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Alot of government agencies and corporations will not buy opensource software. It's too easy to add code for for malicous reasons. Personally, I don't think LINUX will ever be serious competition to microsoft. Also, LINUX is much more difficult to use for home applications. In order of difficulty to use, I would rate Apple the easiest, then Microsoft, then Linux/Unix. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 779
Registered: 07-2005
| | Posted on Monday, April 17, 2006 - 08:28 am: |
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P/H, I already bought a small position in the pre-market @ 29.47. I assume it will go down more today with the downgrade, and I may add more if it does. |
Public_heel
Moderator
Username: Public_heel
Post Number: 2347
Registered: 12-2003
| | Posted on Monday, April 17, 2006 - 07:54 am: |
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GOldman downgrades RHAT to underperform. T/S, if you want it, you should be able to get it a little cheaper now... |
Public_heel
Moderator
Username: Public_heel
Post Number: 2345
Registered: 12-2003
| | Posted on Sunday, April 16, 2006 - 09:56 pm: |
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T/S
Why are you biting your tongue? You have never hesitated to embarrass me before.
Sure I have. Hundreds of times...
Like I said, there is a LOT I don't know about in this area. If you can enlighten me and stop me from buying a bad stock, I don't mind being embarrassed at all.
I think you know at least as much as I do, at this point. Just seems like they are priced for perfection, at the moment, and then some. Their projected PE over the next year is over 70. Will they keep that up without taking a tumble that is likely to shake your conviction in them? |
Treesloth
Registered Member
Username: Treesloth
Post Number: 778
Registered: 07-2005
| | Posted on Sunday, April 16, 2006 - 09:43 pm: |
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P/H,
Why are you biting your tongue? You have never hesitated to embarrass me before .
Like I said, there is a LOT I don't know about in this area. If you can enlighten me and stop me from buying a bad stock, I don't mind being embarrassed at all. |
Public_heel
Moderator
Username: Public_heel
Post Number: 2344
Registered: 12-2003
| | Posted on Sunday, April 16, 2006 - 09:36 pm: |
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T/S -  that's me, biting my tongue |
Treesloth
Registered Member
Username: Treesloth
Post Number: 777
Registered: 07-2005
| | Posted on Sunday, April 16, 2006 - 09:02 pm: |
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P/H, from what I understand RHAT is the best of the companies out there who supply the support companies want when they use Linux. They choose Linux over MSFT not just because of the open source, but also because it is much less susceptible to viruses and other technical problems. Companies are willing to pay RHAT for the bells and whistles. MSFT is so deeply entrenched, that I'm sure a large scale conversion to Linux is going to take a very long time. This is a risky play, and I would have liked RHAT much better at $10-$20 earlier this year, but I think it could be a good long term play. I'm going to take a shot. From what I understand this JBoss acquisition will give them a big advantage over competitors. Also, everybody and their grandmother is saying it is way over valued. That means it will probably go higher.
http://yahoo.reuters.com/stocks/QuoteCompanyNewsArticle.aspx?storyID=urn:newsml: reuters.com:20060410:MTFH87888_2006-04-10_19-25-54_BNG305781&symbol=RHAT.O&rpc=4 4
(Message edited by tree-sloth on April 16, 2006) |
Public_heel
Moderator
Username: Public_heel
Post Number: 2343
Registered: 12-2003
| | Posted on Sunday, April 16, 2006 - 12:39 am: |
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T/S - Why RHAT Linux? Why not just Linux? Isn't it supposed to be open-source, and wouldn't too close an association with one particular corporation defeat the whole idea? |
Treesloth
Registered Member
Username: Treesloth
Post Number: 776
Registered: 07-2005
| | Posted on Saturday, April 15, 2006 - 11:25 pm: |
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I'm certainly no expert on operating systems, but I know some people who work in the field. From talking to them I've become convinced that it's only a matter of time before RHAT-Linux blows Microsoft's doors off. Despite its valuation, I'm going to buy RHAT next week. |
Jfh
Moderator
Username: Jfh
Post Number: 216
Registered: 10-2003
| | Posted on Wednesday, November 09, 2005 - 03:51 am: |
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ICST does not exist any more. It has been replaced by IDTI. Super do you know how to modify the title of its board ? |
Public_heel
Moderator
Username: Public_heel
Post Number: 1189
Registered: 12-2003
| | Posted on Monday, October 24, 2005 - 08:56 pm: |
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I wouldn't worry about the ratio of A/P to A/R. That's just part of their business model. They stiff their suppliers, who have no choice but to accept that.
I would watch, rather, for changes in the ratio. I see that, over the last year or so, the ratio has gotten worse, so that might be something to look into, but there could be several explanations... |
Gldndog
Registered Member
Username: Gldndog
Post Number: 135
Registered: 12-2004
| | Posted on Monday, October 24, 2005 - 07:37 pm: |
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I do not know if I should be here on on the Bear Den.
I am raising issue about potential financial problems with DELL. Seems they have a lot of payables and not a lot of receivables. And those receivables may not be collectable.
Source: coffee room BS
Any validity????
(I shall check other sites as well) |
Public_heel
Moderator
Username: Public_heel
Post Number: 722
Registered: 12-2003
| | Posted on Tuesday, September 20, 2005 - 08:26 am: |
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CNXT moved 28% within seconds. I'm still trying to figure out how the Cramistas manage to jump on a stock so quickly.
It will be interesting to see how it moves. I'm a little leery of companies that have -$200m in tangible book value.
BTW... He recommended HOKU last Wednesday night, and it was up 115% in the next three days, even though he repeatedly told people not to pay a hefty premium... |
Treesloth
Registered Member
Username: Treesloth
Post Number: 183
Registered: 07-2005
| | Posted on Tuesday, September 20, 2005 - 08:24 am: |
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Last night Cramer said to take profits
in HOKU and it is down 7% pre-market. I believe the person who called about the stock in the lightning round last night was staged. I'll bet subscriptions to thestreet.com are booming, just like he planned. I'm tempted to buy that stock. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 182
Registered: 07-2005
| | Posted on Tuesday, September 20, 2005 - 07:50 am: |
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Last night after frothing at the mouth over how great a play natural gas is, Cramer put out CNXT as a buy. It's a $1.60 tech stock. It'll be interesting to see how much it moves today. I'm sure he had already recommended it on his Action Alert site. It might be worth s subscription simply because he has such an ability to move stocks. |
Treesloth
Registered Member
Username: Treesloth
Post Number: 139
Registered: 07-2005
| | Posted on Thursday, August 25, 2005 - 08:02 pm: |
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Tommy, CY is spinning off it's solar call unit..I guess they think it is more valuable alone.
http://www.thestreet.com/_yahoo/tech/semis/10239795.html |
Tommytwo
Registered Member
Username: Tommytwo
Post Number: 208
Registered: 10-2003
| | Posted on Wednesday, August 24, 2005 - 09:34 pm: |
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CY is one that I'm accumulating. I believe Ilia used to speak highly of the company.
It's pretty common knowledge they recently started shipping to Apple one of the PSoC chips for use in the popular Ipod. Fab expansions were announced to support this production volume.
An IPO is pending on their solar panel business unit, SunPower which should draw interest given high energy prices.
Finally, I just like the chart. They seem to be chipping away at resistance from April 04 at $15. The next level is $22.50 to $25. If the stock can decisively break 15, I think it goes to the next level. |
Jfh
Moderator
Username: Jfh
Post Number: 81
Registered: 10-2003
| | Posted on Sunday, August 14, 2005 - 10:31 am: |
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Buy chip stocks ? of course !
http://biz.yahoo.com/ibd/050812/industry.html |
Public_heel
Moderator
Username: Public_heel
Post Number: 410
Registered: 12-2003
| | Posted on Monday, June 06, 2005 - 09:29 am: |
|
CMGI almost went to zero, but never quite made it, possibly because those who were really familiar with the company figured it would come back. It's a long way from its peak of $163, but still up a good 600% from the low... |
Public_heel
Moderator
Username: Public_heel
Post Number: 409
Registered: 12-2003
| | Posted on Monday, June 06, 2005 - 08:55 am: |
|
CMGI almost went to zero, but never quite made it, possibly because those who were really familiar with the company figured it would come back. It's a long way from its peak of $163, but still up a good 600% from the low... |
Jfh
Moderator
Username: Jfh
Post Number: 271
Registered: 10-2003
| | Posted on Monday, June 06, 2005 - 03:31 am: |
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Remember CMGI ????????????
Motley Fool
The Fool's Look Ahead
Friday June 3, 8:57 am ET
By Rick Aristotle Munarriz
Cards will be dealt quickly in the week that lies ahead. Let's take a closer look.
Monday
For those with vivid memories of the dot-com bubble, waiting for a lucrative earnings report from CMGI (Nasdaq: CMGI - News) may seem like a stretch. In the dot-com days, the venture-capital incubator for dozens of online startups was valued more on the potential of its investments than on the company's actual performance. A much different company kicks off the week with its report for the fiscal third quarter.
ADVERTISEMENT
With its original glitz mostly gone, the company now relies on its e-business and fulfillment services to bring home the bacon. That may translate into slower growth, but it's also proved to be a more predictable -- and more profitable -- route. The company has been in the black for two straight quarters and should keep the earnings streak alive on Monday |
Azevans
Registered Member
Username: Azevans
Post Number: 185
Registered: 12-2003
| | Posted on Tuesday, May 24, 2005 - 01:09 am: |
|
What technology stocks are being held? Am doing well with GOOG. Holding the SEP 195 Call contracts. Every few years we each deserve a little dumb luck. AZ |
Jfh
Moderator
Username: Jfh
Post Number: 231
Registered: 10-2003
| | Posted on Thursday, May 19, 2005 - 03:32 am: |
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T/S: about 70 mostly high tech and bio. Most of them are listed here as you can see. They crashed earlier this year but are doing well recently. I'm ok if the Nasdaq is at 2200, I'm comfortable if it goes higher, I'm rich if it goes back to 5000 its old high. |
Tree_sloth
Registered Member
Username: Tree_sloth
Post Number: 1603
Registered: 10-2003
| | Posted on Wednesday, May 18, 2005 - 10:03 pm: |
|
jfh,
What stocks are you holding at the moment? |
Jfh
Moderator
Username: Jfh
Post Number: 100
Registered: 10-2003
| | Posted on Thursday, March 31, 2005 - 07:01 am: |
|
killernut: bad news for one of your favorite stocks UTSI:
http://biz.yahoo.com/ap/050331/utstarcom_delay.html?.v=1 |
Tommytwo
Registered Member
Username: Tommytwo
Post Number: 187
Registered: 10-2003
| | Posted on Thursday, March 03, 2005 - 07:42 pm: |
|
Hi Bahamas! I had/have been thinking of taking the opposite position as a hedge. Long MTLG and short SBL.
The drop caught me by surprise before placing the hedge. I am long MTLG though. Its a smaller more nimble and focused company. Much more streamlined with low operating costs ( no money wasted on frivolous things like paint and carpet!) . I have been inside both, and well, you know where my money is. |
Bahamasdreamin
Registered Member
Username: Bahamasdreamin
Post Number: 342
Registered: 10-2003
| | Posted on Thursday, March 03, 2005 - 01:59 pm: |
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SBL seems to have been hammered inordinately for meeting expectations and offering that they may miss Q1 by a penny. I'll buy and speculate. |
Basketballjones
Registered Member
Username: Basketballjones
Post Number: 85
Registered: 09-2004
| | Posted on Monday, February 07, 2005 - 11:28 am: |
|
Wouldn't be surprised to see strength in SNIC today and/or tomorrow as the shorts do some covering heading into earnings (which are tomorrow after the close). 28% of the float is short.
Currently 17.90 |
Basketballjones
Registered Member
Username: Basketballjones
Post Number: 78
Registered: 09-2004
| | Posted on Wednesday, February 02, 2005 - 12:35 pm: |
|
Sold 1/3 TOMO position at 13. I'm guessing the momentum will continue tomorrow, but there's old trendline resistance at 13.15, so I took some off the table. |
Basketballjones
Registered Member
Username: Basketballjones
Post Number: 74
Registered: 09-2004
| | Posted on Wednesday, February 02, 2005 - 11:37 am: |
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Note: TSYS up 5.2%, TOMO up 3.8%
Holding, for now. |
Basketballjones
Registered Member
Username: Basketballjones
Post Number: 73
Registered: 09-2004
| | Posted on Wednesday, February 02, 2005 - 11:09 am: |
|
Back to a full SNIC position. Earnings in one week. |
Basketballjones
Registered Member
Username: Basketballjones
Post Number: 64
Registered: 09-2004
| | Posted on Tuesday, February 01, 2005 - 03:35 pm: |
|
A couple tech stocks that may be good values, and had bullish crosses of their 10mas today: TOMO TSYS
Entered a half SNIC position today |
Basketballjones
Registered Member
Username: Basketballjones
Post Number: 54
Registered: 09-2004
| | Posted on Friday, January 28, 2005 - 02:29 pm: |
|
I think it's mostly just growth, partly organic and partly from acquisitions. DVD writers are getting more and more common. They recently completed a mostly cash (or all cash?) acquisition of Roxio, which will give a big bump to revenues next year. I put more stock (figuratively speaking) in management estimates than in analyst estimates, and management guided to $1.35-1.45 for the FY ending March '06. I don't know what the odds are that they miss their numbers, but I'm not aware of any bad news out that would make those projections obsolete (if anything, I would think they should be higher due to the new Lenovo agreement, but they didn't say how big that was). |
Public_heel
Moderator
Username: Public_heel
Post Number: 5059
Registered: 12-2003
| | Posted on Friday, January 28, 2005 - 02:14 pm: |
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BBJ - There are six analysts rating SNIC, and their average EPS jumps over 80% for FY 2006. Do you know why that is, and do you think it's reasonable? |
Basketballjones
Registered Member
Username: Basketballjones
Post Number: 51
Registered: 09-2004
| | Posted on Friday, January 28, 2005 - 01:17 pm: |
|
SNIC has broken support at 18, so the escalator looks to be continuing down. Next support at 16.80/16.50. Still like the fundamentals, but currently out. |
Basketballjones
Registered Member
Username: Basketballjones
Post Number: 35
Registered: 09-2004
| | Posted on Wednesday, January 19, 2005 - 02:11 pm: |
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SNIC looks very attractive to me on fundamentals. They make DVD creation software. On last quarter's announcement, management guided FY06 (March) to $1.35-$1.45 on 100% growth (most of the growth is due to an acquisition, but there is organic growth too, although I'm not sure at what rate). Since then, they announced a distribution agreement with Lenovo (biggest Asian PC maker who just bought IBM's PC unit). On 12/27, they got this upgrade (from briefing.com):
"Piper Jaffray upgrades SNIC to Outperform from Mkt Perform and raises their tgt to $27 from $22, citing the following: 1) core PC DVD/CD burning mkt is holding steady, with mkt growth and new pricing models (Dell relationship) currently offsetting continual ASP decline; 2) Dell relationship is getting stronger; 3) new markets are emerging for SNIC's technologies in the area of digital convergence; and 4) valuation, as incorporating estimate changes following the acquisition of Roxio's software division, SNIC trades at 14x CY06 EPS vs comp group at 20x."
Yesterday it got a pop on news of strong Dell revenue growth, but is back off today. I recently bought some, but the technicals suggest that this may not be the time to buy.
Price currently $18.26 |
Tree_sloth
Registered Member
Username: Tree_sloth
Post Number: 1272
Registered: 10-2003
| | Posted on Thursday, January 06, 2005 - 02:33 pm: |
|
I sold the calls before reading this article.
http://www.thestreet.com/_yahoo/tech/semis/10202191.html?cm_ven=YAHOO&cm_cat=FRE E&cm_ite=NA
I want the stock to stay right where it is. I can handle it going to 25, I just don't want it to go to 10. Most people are betting on spike one way or the other between now and February expiration. If I get too nervous I can always buy back my calls. |
Tree_sloth
Registered Member
Username: Tree_sloth
Post Number: 1240
Registered: 10-2003
| | Posted on Sunday, January 02, 2005 - 03:51 pm: |
|
I gave up and sold American Technology
Corp. a bit too early. They were discussed here last year. They are the company that provides security equipment for the military. The equipment function is based on sound reproduction technologies. They just got an army contract and the stock jumped. |
Killernut
Registered Member
Username: Killernut
Post Number: 1678
Registered: 10-2003
| | Posted on Sunday, October 31, 2004 - 05:51 pm: |
|
Tomzak,
I really haven't looked at security plays such as IDNX for some time. I know they were spammed alot a couple years ago as the next INVN. I forgot your message until I saw PH's reply. I spent some time looking them over since you mentioned it and they seem like their balance sheet is solid enough to make it long enough that if they have a product that will take off then they probably will fly.
From a product side I really know very little about what they do. I am surprised that if their product is so good at their low gross margins. I would have thought they would be much higher.
I saw in their most recent press release or 10Q (I foorget which) that they have a much higher funded backlog than ever but surprisingly they still are not profitible.
Truthfully not the kind of play I am interested in but certainly one that probably would be very profitible if security etc would come into the spotlight again. |
Public_heel
Moderator
Username: Public_heel
Post Number: 4181
Registered: 12-2003
| | Posted on Sunday, October 31, 2004 - 05:42 pm: |
|
IDNX - I'm completely unqualified to comment on this one (OK, even more completely unqualified), but I won't let that stop me.
I kinda like this one. They aren't spending much money, in fact their R&D spending is surprisingly low. I suppose they've got one or two genius programmers locked in a room somewhere, and the rest of their costs are for security to keep them locked in there, and keep them from being bothered. They can go another two years at their current cash burn, but even that isn't a problem, as I don't doubt that they can get more money if they need it.
My questions:
1) Are their potential sales enough for a $600m market cap? I guess they certainly could be.
2) How strong is their competition?
3) Would someone want to buy them? Maybe MSFT can make identics part of Windows, so the FBI can identify everyone using a PC...
Anyway, will they be a 10-bagger like INVN? No idea, but I'd guess that if you're willing to settle for 30% or so, and wait for it, you'll likely get it. |
Tomzak
Registered Member
Username: Tomzak
Post Number: 26
Registered: 10-2003
| | Posted on Saturday, October 30, 2004 - 05:52 pm: |
|
K/N , P/H,
If you have a chance, please take a look at IDNX and let me know what you think. I see IDNX looking like another INVN in the making. Thanks in advance---Tomzak |
