Replies to post #61611 on Savvy Trades and Investments

[2morrowsGains]

CSPI...In the Q&A part of the cc, Joseph Nerges brought up that the US has recently ordered 24 more E-2d planes and Japan is ordering nine more. Heck, if that's the case, that's going to add a lot of profit to CSPI's balance sheet over the next few years. On top of hopefully ARIA.
Also, EPS was negative mainly due to ARIA R&D.
CSPI is on the right track, however ARIA has taken longer than expected. But ARIA is in beta testing now with some large customers.

[2morrowsGains]

CSPI...cc transcript is available..."It is full steam ahead from the development perspective with ARIA"
"We are full steam ahead in transforming CSP from a company focused on defense-related multi-computers to one of -- with significant growth opportunities in the cybersecurity space, wireless and managed service markets. With solid execution on the cost control and confidence in our ability to deliver our next-generation cybersecurity products, we are well positioned to deliver future growth for CSPi."

Add to that what Joseph Nerges said about the E-2D orders.
Also, CSPi hired a Channel account manager with responsibility for expanding their portfolio of security resellers.

If you read through the trancript hweb, I think you'll see why the stock price is holding...
https://finance.yahoo.com/news/csp-inc-host-earnings-call-120000019.html

[2morrowsGains]

CSPI...hweb, have you been watching CSPI? Is it me or has someone on a daily basis been slowly trying to accumulate? It's now $14.10 x $14.45. Only 4k shares traded today but it seems holders aren't willing to sell many shares.
Pretty tight hold, so we'll see what happens.

[2morrowsGains]

CSPI...CSPi reports tomorrow morning. On a side note, Fortinet released strong earnings/guidance/ last week. CSPi has worked w/ Fortinet in the past and CSPI was named a top 10 Fortinet's solutions provider. You have to wonder if CSPI's ARIA is tied to their new Fortigate 1100 series. Just speculation, but you never know...

Fortinet Accelerates and Secures the Cloud On-Ramp with New Next-Generation Firewalls
https://www.fortinet.com/corporate/about-us/newsroom/press-releases/2019/new-fortigate-next-generation-firewalls-secures-the-cloud.html

From CSPI's last cc...

We're also seeing interest from companies with security operations and as a staff of people who are looking for threats in their network environments. These companies have found that our cybersecurity products helped their teams enhance their detection abilities and produced the data needed for the investigation up to 10 times faster.

Moving on to our award-winning next-generation cybersecurity platform ARIA. ARIA provides advanced protection capabilities for critical data assets that need to be accessed by the end user and applications, both on the cloud and on-prem. We recently formally announced ARIA SDS Packet Intelligence application at the RSA 2019 conference in San Francisco. This application ensures security resources have complete network visibility and automated capabilities for threat detection, disruption in network policy enforcement without impacting application performance. At the conference, we received positive feedback from customers and saw increased interests from both firewall and SIM vendors in our ability to augment this solution with our cybersecurity products. We also identified more specific opportunities for the original equipment manufacturers to incorporate ARIA into their product."

"As we shared last quarter, we received the first batch of ARIA secured intelligent adapter boards from our suppliers and are now conducting evaluations with customers. As we advance through this process during Q3, we are working with our suppliers to ensure that ARIA can support all of our developed applications."
https://finance.yahoo.com/news/edited-transcript-cspi-earnings-conference-200937395.html

Hoping for a good report and good foward looking statements.