Anything that makes UTSI stock go up is good,
right? I would like to see the stock hit 40+ again. If
that were to happen, there would be an awful lot of
happy people, right?
I am not here to "talk up"
or "talk down" any stock. I am more interested in
duscussing what this news means.
Yes I was worried
about earnings, but I am not surprised they were there.
I am surprised that they were as good as
Now to the "however" part. I can hear the swords
being drawn already...We all knew that the MII decision
was not going to affect this quarter's earnings,
correct? The decision was only a matter of weeks ago. Even
UTSI said it would not hurt this quarter's earnnings.
If there is a probelem cuased by tthe MII decision,
it will likely show up during the next two
You can also see how reliant UTSI is on PAS. 75% is
no joke, and is the bulk of the company's earnings.
A significant drop in PAS sales would be
devastating. All I kept hearing was how great PHS is and how
its so much better than GSM. Now, why the forray into
GSM? I believe it is the result of a reevaluation of
the current position the company is in. If thay can
not sell PHS they are screwed, right? I believed that
enetering the GSM market is all about covering their ass
after getting the message that the PRC government
This may be good, becuase China
already has an established GSM network. The only problem
is that the telecom giants have been sellling GSM in
China for almost 15 years now. They are entrenched and
have divided the country up into exclusive areas or
markets which they alone control. This may change some
after WTO entry. Getting into GSM at this point is
going to be a hard sell, and I am not sure UTSI can
offer a better deal than the big three.
UTSI is not used to competing with the big three
telecom giants. This was never their mission---they sold
their products in the past in markets in which the big
three were not interested at all. In addittion, there
is already a wealth of Chinese domestic companies
that manufacture GSM hardware. We will have to wait
and see, for only the makrket can tell.
big question is why did they wait until now to eneter
the GSM market? Are they admitting gross errors on
their part on evaluating the Chinese
They need to make this transition this quarter if they
want to keep up the momentum. That means they need to
start moving product soon. One thing that I will almost
gaurantee is that you will see PHS revenues drop off
significantly during the next two quarters. I am not going to
argue this pooint with you if you do not understand the
actions of the Chinese government regarding
The bottom line is that we hope the stock goes up.
The only thing that matters is how the MM's interpret
this data. If they see a problem in the message, then
its not going anywhere. Last I checked, UTSI was up
1/16 in after hours. Then again, I remeber the time it
droped 15+ in after hours. Lets see what happens.
However, I am still not convinced this will skyrocket, nor
that the days of worrying are over
One more note Xtacitly, I can assure you that I have
more education than you can ever hope to have. I am
not talking about a masters degree either. Unless you
have 5 University diplomas, inlcuding a masters and
and JD, then it is you the one who should be
criticized for being so ignorant. However, I would never
stoop so low as to compare myself to you....
Just like you wrote yesterday, that's the great
thing about the internet...you can say anything or be
anybody you want to. Now, let's get back to the "i'm so
loyal to UTSI that I let Hong Lu ram my ass daily
xtacticly......" that's the guy who probably watched UTSI break
through 30 and then go back down to 23. You keep saying
you are long, what is going on man? You sold? I
thought it was going to 100+?
Anyway, how much
could you have made realisticly, a couple grand or are
you going to tell me that you're like Odin and
invested $10 million and 6 points to you was hundreds of
thousands of dollars? Sure I believe you.
Say, did I
tell you guys that yesterday I was in a Mexican
resturant and I saw Saddam Hussein? He was wearing a cowboy
hat, so I do not think anybody recognized him, but I
did. I swear it happend, really.....ha ha ha you big
1) I am not in the same boat as you because I
have locked in profits.
2) You are the one
making wild allegations about UTSI so the burden of
proof rests on you.
3) I am no stock expert and
I am no genious, but refer again to point #1 and
then tell me what you have for brains.
Its easy to say those things when you have 20/20
hindsight. Who is to say I did not sell some of my position
However, if you remember, although this
company is not an internet stock, it made a habbit of
dropping 15 points per day. Once it dropped 20!
if you are long on a stock, do you watch it every
minute of every trading day? I said this before, myself,
and thousnads of others included, woke up one morning
and found UTSI down 20 points, and a loss totaling
thousands of dollars. At that point what do you do? Do you
panic and sell it all at a huge loss? If so, then why
did you buyt the stock in the first place? We held
strong. Then another 15 points. Now its getting
ridiculous, so what do you do?
You act like your some
GD genious, but really, you are in the same boat I
am. The sotck sits at 23 now, so how many points have
you made, 4? Yeah sure you sold at 31. I thought you
were long buddy. I saw many people post that they were
loading up in the high 20's and low 30's. Are they
totally stupid? After all, the stock has good earnings
and once hit 93!
If you take a look at all the
other telecom companies, you will see that many are
down, but those that sit near their IPO price are
To sum things up, you need to get a job as a fortune
teller or a market analyst. You seem to know everything
about stock trading (after the fact). How much DD di
you do, and look at the UTSI position you have. It
sucks just as good as mine does....
BTW, show me
a company where the stock has collapsed becuase of
management's errors, where the stockholders did not call for,
and often got managment's resignation? There are many
things that you do not know about UTSI. I invite you to
take a trip to China and see what's goping on. In fact
you are a shareholder, and have the right to look at
their books. Why don't you call me on it and proove me
Have a splendid day shit for brains.
to the same stupidity as jpinst? To
1) Buy at 48 on opening day and then
watch it go
to 93 and take nothing off the table.
average down when it goes to it's lows.
3) Sell off
1/4 of position near it's lows. Then watch it as it
nearly doubles again from there.
management is to blame because not making any
is quite amusing that certain people call me
names for buying long on UTSI on opening day. I keep
hearing that I should have done my research and that I do
not know how to invest. Well I have news for you, I
have plenty of company here. That is to say, I do not
cheer leader: take a break;
shorts: hold your
fire! you will see more targets.
GSM: That is a
clear signal: they gived up PHS in future, how UTSI can
cope with Notel, Motorola, Nokia and Ericsson...?
better cash your stock now, no matter what price, Hong