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COTL today?
Looks like AUDC aquired a company for cash. Added 20% revenue to top line. No dilution. Giddy up..
AUDC is getting some buying interest. Needs to keep rocking..
I want some HLIT at under $5. I deserve it...lol!
I think we have 3 more weeks of this crap. Up the rest of this week and Monday, then a final down for about two weeks afterwards. I'm refraining from adding longs until the end of the month now...
I totally agree. I don't like thier business model, and thier constant cash drain. I see no end in sight..
Telematics, thats another story. I went out and drove the 2004 Honda EX with the I-NAV system in it. IBM provides the voice. Pretty cool stuff. But just because I am a geek doesn't mean it will achieve worldwide acceptance. LOL!
It seems that there is going to be some serious pricing pressure going forward, and that the margins will soon indicate why this is selling at a PE of 15 and a PEG of under 1. Very similar to the JCOM story over the last 6 months. The lack of buying at this level is concerning, given our high expectations for this stock moving forward. Then again, XMSR went to $10 a couple years back, down to $1.50, and up to the $30's. Harder to do with NENG because XMSR had only SIRI as it's competitor and they were signing up a lot of automakers to make that bounce happen. NENG competition, thats another story. IBM makes thier own blades now instead of contracting from NENG, and HP and NTAP are aggressively in this now too.
That's not to say they can't make it, but the risks are definately showing now. Thier deal with Facetime is interesting to me because it is exactly in the industry I do work in, and Facetime has a lot of credibility amongst financial services.
FNSR on fire right now..
NENG starting to look like a JCOM, except JCOM PPS is at .5 and NENG at .8. Can it really go to $2? The competition from HP and IBM making thier own slim servers is making large investors lose thier interest. They did announce some good partnerships, though, which should bear fruit soon. The market knows something we don't...
No kidding. We need to tune out this friggin noise and keep our perspective. Our wolf pack can jump 30% in a few days at any time and all of this will just look like a blip on a 5 year chart. I'm looking at grabbing some more AUDC to stash away. Target buy is $8.20..
NENG at $2.90.. that $2.80 is getting real close here..
This move down is getting REAL PAINFUL. A bottom must be at hand soon..
NENG - IMHO there must be an issuance of additional stock coming up. That will hold it's price down during these undervalued times. Should be fine once it blows over. I would keep some capital on the side to get more should this be the outcome. Might be available at $2.80 or lower...
The only thing that concerns me here is that the 10 year rate is climbing very rapidly, and that doesn't bode well for our long term view..
We will probably revisit lines of support in August again, as there will be fear of attack in Greece during the Summer Olympics. The selloff will probably start as soon as the bulk of earnings are over with...
Well, the bullish view in all of this is that the reload now really occured. If we do have that rally we are anticipating over the next 5 years, this will be a spot we look back upon and laugh about from our brand new Dodge Vipers at somebody's island resort. I sure hope that happens, as I would love to meet many of you during better times...
Seriously..BKHM trading like something REAL BAD is happening over there. Damn, I'm pissed.
Well, I wonder if we are screwed at BKHM. If it was a total value at this price, it would bought furiously. No one is touching it. Towel thrown in or unpleasant CC coming up?
No kidding? Who would have thunk it? BKHM on sale for $1.45 right now...
Well said. My guts are all over the railroad tracks..lol!
100% long on BKHM, SCMR, FNSR, AVNX, AMCC, and all the ugly ones out there. I think we still have more pain ahead like wahz said. There is a gap on BKHM at $1.18-$1.21. Will it tag it? Yikes!
AMCC at $4.85 and thier report was good!
Ummmm. Can you push your low out 2 weeks from now to today. I don't want to see what the prices are like then...
AVNX $2.98, and I'm out of money. (Sigh)
Are we shaking like a leaf yet?
BKHM on track for 5M traded shares today..washout in progress.
EMC at $10.90 looks like a bargain too.
BKHM on sale now for $1.58...
The bleeding the last 4 months in optics is absolutely horrible. AVNX and BKHM trading like pieces of $hit, so either we are idiots or this is the best time to buy and hold. Unfortunately, I thought the best time to buy and hold was several weeks ago. We could get cut in 1/2 here again....ugggh.
JDSU reports today. Waiting patiently...
With NT down 26%, BKHM is doing quite well here..
AVNX at $3.47...WOW~
JDSU earnings may be the catalyst for the fiber optic space to lead us higher (I hope)..
BKHM quite a value today, as is AUDC..
I just checked VTSS latest 10Q. Mentions only EMC as an over 10% customer. This downdraft may be overblown. Since they just had a CC on Thursday last week, I would expect that this LU/XLNX relationship is why they didn't guide higher as the street had hoped. I'm sticking to my guns on that one...
So what % of business does VTSS get from LU? That is the key question. The weakness had to be attributed to a few in the know. That that the news is out, how does this fundamentally change the VTSS revenue picture going forward?
VTSS at it's 400 day moving average. Can it save the stock? Who knows..
That MSFT headfake was too FUNNY. Down she goes..
Shorted MSFT at $25.96 eom
We still may yet. Let's watch MSFT tonight...