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Allot Communications Ltd. Message Board

petercohen33 15 posts  |  Last Activity: Jul 5, 2016 3:53 PM Member since: Nov 23, 2010
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  • 5-Jul-2016

    Other Events

    Item 8.01 Other Events.
    Saint Lawrence Communications LLC and Saint Lawrence Communications GmbH, subsidiaries of Acacia Research Corporation, entered into royalty-bearing patent license agreements with Vodafone Group Services Limited. These agreements resolve patent litigation, Case Nos. 4a O 73/14//1-15 U 36/16; 4a O 126/14//1-2 U 35/16; 4a O 127/14; 4a O 128/14; 4a O 129/14; and 4a O 130/14, pending in the D�sseldorf District Court, Germany.

  • 23-Jun-2016

    Other Events

    Item 8.01 Other Events.
    Data Engine Technologies LLC, a subsidiary of Acacia Research Corporation, entered into a settlement and license agreement with International Business Machines Corporation. This agreement resolves patent litigation, Civil Action Nos. 6:13-cv-00859 and 6:13-cv-00860, pending in the United States District Court for the Eastern District of Texas.

  • petercohen33 petercohen33 Jun 27, 2016 6:11 PM Flag

    Exposure to Valuation Compression: Gigamon and Arista are the highest multiple names in our coverage. We see limited exposure in the rest of the coverage.
    Potential Beneficiaries: Produce in UK, Produce in EMEA. The only name in our coverage that could actually be a beneficiary of Brexit and the resulting exchange rate swings is Oclaro. Oclaro has production in UK and Italy where they have optical fabs. They have costs in local currencies and sell in dollars. Relative to the Optical Component Names: These companies have virtually no direct exposure. They sell in dollars. They have most of their sales into China, Data Comm in the US, and while Europe is an important end market it is probably less than the average company in the S&P.

  • Needham & Company analyst Alex Henderson weighed in on Brexit risk to the networking technology sector. He sees lots of risk and very little positive.

    He commented: "The negative implications of Brexit are numerous while the positives are few and far between. The only name which could benefit from Brexit in our coverage is Oclaro which has production in UK and Italy and sell in dollars. We see the most risk at Allot and Extreme due to their high percent of sales from Europe. We see emerging markets risk at Allot, Ceragon, Radcom in particular. The companies with the lowest exposure are Arista, BLOX and Gigamon but there is multiple risk in those names. The optical components group is highly insulated from the risk with no direct exposure to Europe or UK, no local competitors on the continent, dollar denominated sales and solid demand insulation."

    Risks As They See Them

    Exposure to UK as an End Market: UK is an important end market in EMEA but most of the companies in this sector do not break it out separately. We suspect it is relatively closely aligned to percent from EMEA.
    Exposure to Europe: Allot and Extreme Networks are the most exposed. Both sell in local currencies in Europe with 39% at Extreme and 49% of sales at Allot. Arista, Gigamon and BLOX are among the lowest exposure to this risk factor.
    Exposure to Emerging Markets: While not a direct impact, it is likely that the weaker economic environment will have a disproportionate impact on Emerging Markets. Companies with exposure to this include the larger names such as Cisco, Juniper, and F5 as well as some smaller companies with products that sell well in these economies such as Ceragon, Allot, and Radcom. Arista and Gigamon and BLOX are the lowest on this exposure.
    Compete with UK Based Companies: There are no meaningful competitors to any of the companies in this sector out of UK. ALU/Nokia is a competitor to Ciena and Infinera and to a lesser extent to Cisco and Juniper.

  • petercohen33 by petercohen33 Jun 21, 2016 11:14 AM Flag

    Yahoo!Finance
    Insider Transaction: $ACTG Purchase at $4.66 per share of 50000 shares by Director Walsh Frank E. Iii on 2016-06-16.
    yahoo 17 hours 22 minutes ago

  • Frank E. Walsh, a director of Acacia Research Corporation, recently acquired 40,000 shares of the company. The buys took place at $5.00 per share, on June 09, 2016. Walsh now owns 200,000 shares of the company

  • petercohen33 petercohen33 Jun 9, 2016 9:37 AM Flag

    ..............

  • On May 23rd from Market Perform to Outperform

  • petercohen33 by petercohen33 May 17, 2016 3:07 PM Flag

    3 Unique Settlements With SAMSUNG

    Cellular Communications Equipment LLC, a subsidiary of Acacia Research Corporation, entered into a license agreement with Samsung Electronics Co., Ltd. This agreement resolves patent litigation, Civil Action Nos. 6:14-cv-00759, 2:15-cv-00576, 2:15-cv-00579, 2:15-cv-00580 and 2:15-cv-00581, pending in the United States District Court for the Eastern District of Texas.


    SIGNATURE

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


    ACACIA RESEARCH CORPORATION





    Date: May 17, 2016
    By:
    /s/ Marvin Key



    Name: Marvin Key

    Item 8.01 Other Events.

    Parthenon Unified Memory Architecture LLC, a subsidiary of Acacia Research Corporation, entered into a license agreement with Samsung Electronics Co., Ltd. This agreement resolves patent litigation, Civil Action No. 2:14-cv-00902, pending in the United States District Court for the Eastern District of Texas.


    SIGNATURE

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


    ACACIA RESEARCH CORPORATION





    Date: May 17, 2016
    By:
    /s/ Marvin Key



    Name: Marvin Key



    Item 8.01 Other Events.

    Cellular Communications Equipment LLC, a subsidiary of Acacia Research Corporation, entered into a license agreement with Samsung Electronics Co., Ltd. This agreement resolves patent litigation, Civil Action Nos. 6:14-cv-00759, 2:15-cv-00576, 2:15-cv-00579, 2:15-cv-00580 and 2:15-cv-00581, pending in the United States District Court for the Eastern District of Texas.


    SIGNATURE

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this r

  • G Louis Graziadio, a director of Acacia Research Corporation, recently acquired 90,701 shares of the company. The buys took place at prices ranging from $4.66 to $4.66 per share, on dates ranging from May 11 to May 12, 2016. Graziadio now owns 375,899 shares of the company. Graziadio operates out of Newport Beach, CA. Some additional info was provided as follows:

    $ACTG director has just reported purchase of company stock valued at $422,599

  • Reply to

    Insider Buys

    by petercohen33 Apr 28, 2016 8:40 AM
    petercohen33 petercohen33 May 5, 2016 2:22 PM Flag

    G Louis Graziadio, a director of Acacia Research Corporation, recently acquired 8,200 shares of the company. The buys took place at $4.7362 per share, on May 2, 2016. Graziadio now owns 198,131 shares of the company. Graziadio operates out of Newport Beach, CA.

  • Reply to

    Insider Buys

    by petercohen33 Apr 28, 2016 8:40 AM
    petercohen33 petercohen33 May 3, 2016 10:37 AM Flag

    G Louis Graziadio, a director of Acacia Research Corporation, recently acquired 10,000 shares of the company. The buys took place at $4.44 per share, on April 27, 2016. Graziadio now owns 179,931 shares of the company. Graziadio operates out of Newport Beach, CA.

    G Louis Graziadio, a director of Acacia Research Corporation, recently acquired 10,000 shares of the company. The buys took place at $4.79 per share, on April 29, 2016. Graziadio now owns 189,931 shares of the company. Graziadio operates out of Newport Beach, CA.

  • Reply to

    Insider Buys

    by petercohen33 Apr 28, 2016 8:40 AM
    petercohen33 petercohen33 Apr 29, 2016 11:55 AM Flag

    G Louis Graziadio, a director of Acacia Research Corporation, recently acquired 10,000 shares of the company. The buys took place at $4.57 per share, on April 26, 2016. Graziadio now owns 169,931 shares of the company. Graziadio operates out of Newport Beach, CA.

  • Reply to

    Insider Buys

    by petercohen33 Apr 28, 2016 8:40 AM
    petercohen33 petercohen33 Apr 28, 2016 12:58 PM Flag

    Acacia Research Corp (NASDAQ:ACTG) had two corporate insiders buy shares earlier this week, including its most influential executive. Chief Executive Officer Marvin E. Key purchased 55,000 shares on Monday at a price of $4.15 per share, boosting his ownership to 190,833 shares. Freshly-appointed Director, Frank E. Walsh III, acquired a new stake of 35,000 units of common stock on Monday at a price tag of $4.13 per unit.

    In early March of this year, the company received a proposal from ARC Acquisition Company LLC to purchase all Acacia’s outstanding shares for $3.72 per share in cash, but the Board determined that the proposal was inadequate. Shares of Acacia have gained 22% in the past three months and are currently trading notably above the $3.72-offer, but they continue to trade significantly below the 52-week high of $11.34 reached at the end of April 2015. Acacia Research, which invests in, licenses and enforces patented technologies, generated revenue of $24.72 million in the first quarter of 2016, down from $34.21 million in the same period of 2015. First-quarter non-GAAP net income was $2.53 million, as compared to $3.16 million reported for the first quarter of 2015.

    There were 12 hedge funds tracked by Insider Monkey with stakes in Acacia Research at the end of 2015, which amassed nearly 16% of the company’s outstanding shares. John W. Rogers’ Ariel Investments had 3.58 million shares of Acacia Research Corp (NASDAQ:ACTG) in its equity portfolio at the end of December.

  • petercohen33 by petercohen33 Apr 28, 2016 8:40 AM Flag

    Insider Buys North of $4 from Marvin Keyes on 4/25 - 55,000 shares @ $4.1465 & director Frank Walsch same date 35,000 shares $4.13

ALLT
4.91+0.05(+1.03%)Jul 22 3:59 PMEDT