Allianz RCM Mid-Cap R Message Board

The costs do not compare .ARNA cost to customer is near $250, not $199.50, VVUS Q about $160.

When you're out of money its the end of the world.

Felt the same way until the market closed and it was down over $2.00. Looks like we took out alot of shares on the sell side so hopefully this baby will start crawling over $32.00. Read an article about STRATTEC on JSOnline March 03, 2013 that you might want to check out.

Do u mind if I ask a couple of questions?? How old are you? How much money did you lose?

do you ever
think it is because Bone ,management ,board are selling you some thing wort little so they can make a lot of money
If you have not than tell us why you have not

its in l.a. and you dont need to know the name of the firm. i am not going to post peoples names and work places.

backing-in you must be from san fran! lmfao

hi renee, long time no see. afxm

u_needa, U R .WRONG! U_needa listen to the Roth Capital Q&A following conference call over again!!.

The cause of the lowered guidance was identified as having been the result of a large US customer who was delaying their "ramp" on low end "DTA" digital converter boxes. These low end boxes would facilitate customers who remain behind in the analogue world having failed to take the bait and resubscribe at higher rates covering the cost of the new whole home HD digital encoder / decoder boxes.

Now this is just MY take away on the downgrade, the call and the situation, but I suspect that it is a result of managements failure to effectively price these boxes which almost CERTAINLY will have to be GIVEN away to the analogue customers once they fail to be enticed into "UPGRADING" their services (read, pay more, get more). Currently, most US households are strapped for cash and seeking to LOWER their cable bills, not raise them. Therefore these simple boxes that will be GIVEN away for FREE as a part of ordinary service will be a last resort. I disagree with the interpretation that it's not a demand issue. It is, its a demand issue on the higher end boxes. I believe that the customer in question is Comcast and that they want to give the end users time to see the vast benefits of having upgraded service as they experience vicariously through their friends. Ultimately, if they don't choose to upgrade, Comcast will be compelled to foot the bill themselves and simply shell out for the low end DIGITAL boxes as they consume around 1/6th to 1/7th the bandwidth as the outdated analog "legacy" boxes do. In the end, the market for this type of box will be huge, but within a few quarters, and certainly within a year these boxes will be completely "commoditized" as Broadcom and others flood the market with cheap legacy converters. This means THIN margins and lower profits. It would have been more advantageous for ENTR to have seen cable providers make the investment sooner not lat

It's all good--I didn't expect ot see a nice ruyn up today but it bodes well for the future.

Sentiment: Strong Buy

Words With Friends is the #32 paid game.

Ero a ex smegma

Learn contract law, you need to.

There was a lot of new information presented at the March 6 conference call. For example, we now know the terms of the contracts for China , South Korea and Taiwan.

8 hyperthermia units per year to China, for 5 years (40 units)

24 BSD-2000's to South Korea over 5 years

21 BSD-2000's to Taiwan over 5 years.

Those are MINIMUM numbers. The clock begins ticking the day the approvals come through. In China it is a renewal of a previous approval that is being waited on. It was also mentioned that there are 2 pending sales to China even though the renewal is not yet done. Sales can be made on a humanitarian basis, until the license is renewed.

That is 85 hyperthermia units already contracted for sale, in just 3 countries in Asia.

Then there is the 4 billion dollar European medical device distribution company, that has access to 100 countries. CEO Wolcott stressed that the terms of this deal are all ironed out, and that all that remained was the signing of the paperwork. I got the impression that he had hoped it would have been already signed by today's CC. In any case, it will be done very soon. This will begin a massive distribution of MicroThermX and the replaceable antennas. In no uncertain terms he said this would be VERY PROFITABLE to BSD Medcial.

I strongly urge everyone to listen to the CC and the QA afterwards, as many details about sales and contracts were divulged for the very first time.

BSDM is very very close to turning the corner. Butch Wolcott is a very conservative CEO, and this is the very first time he has divulged so much information. It tells me that he is finally comfortable to talk about big sales and that they will happen sooner rather than later