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Alcatel-Lucent Message Board

wb46 15 posts  |  Last Activity: Jun 29, 2016 11:35 AM Member since: Jan 19, 1999
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  • Reply to

    spin off shares

    by pman7660 Jun 29, 2016 10:21 AM
    wb46 wb46 Jun 29, 2016 11:35 AM Flag

    Sounded to me like they need money and perhaps are using the split as an excuse to raise it. I don't know, just a guess, but when I read that I said, "oh no," and then the stock tanked this morning on a big up day.

  • Reply to

    spin off shares

    by pman7660 Jun 29, 2016 10:21 AM
    wb46 wb46 Jun 29, 2016 10:30 AM Flag

    I suspect the market doesn't like the added debt. They are taking on an additional $1 billion, not something I had heard about before. Why do they need it?

  • wb46 wb46 Jun 20, 2016 10:58 AM Flag

    waza - I'm strictly an investor too. In it for the money, not to save the world. I apologize for being thin-skinned with the previous poster, but when I ask a question and get called stupid, I tend to react in kind. Sorry. There are no stupid questions in investing.

    I'm not in a position to evaluate Kopin's products vs. eMagin's or anyone else's. What I do believe is that the products they offer fill a soon to be rapidly growing business. I think wearable and VR/AR will be huge businesses and someone's tiny screens will be essential. If Kopin's are the best, and I cannot judge, it should do enormously well. I think it's worth the speculative gamble, particularly with a downside protected by cash. And if they really do develop the best tiny battery, that will be a huge winner too.

  • wb46 wb46 Jun 20, 2016 9:28 AM Flag

    waza - I did not say Kopin could pick up eMagin for cheap. Indeed if they paid $2.5 million for 2% of eMagin that pro rates to twice their current market cap. I have no idea whether Kopin has any interest in EMAN or who they bought 2% of. I was simply trying to figure out who Mr. Zierler was implying Kopin purchased 2% of, and since when I asked who, rather than answering, he said his previous comment implied the answer, and in that comment he said Kopin was interested in OLED displays, eMagin came to my mind. But since he didn't say, perhaps it is someone else, and perhaps you can shed light on who he meant. And don't be so sensitive! I'm just looking for answers.

  • wb46 wb46 Jun 19, 2016 1:48 PM Flag

    Let's hope I didn't have someone advising me who said Kopin was going to make $50 million this year! No, I'm not that foolish. Insulting people who ask questions does not show knowledge. Such insecurity shows a lack of confidence. As to the questions at hand, they are totally valid. I believe the price for the 2% minority interest was $2.5 million. That implies a value of $125 million. Kopin does not have enough cash to make such a purchase, especially since it prides itself on financial security. Therefore, to make such a purchase, they would have to go deeply in debt, and Kopin brags about how it has no debt, or buy the company with shares, which would require almost a 50% dilution of current shareholders' interest. If the OLED comment implies eMagin is the target, that would be grossly overpaying for that company with its $55 million market cap, and if they are thinking of their own technology as of barely more value than that of eMagin, they must not think very much of what they have spent 30 years creating.

  • wb46 wb46 Jun 16, 2016 10:34 PM Flag

    What sort of company might they have bought into, and what purpose does a 2% interest have? That's hardly a controlling nor even very influential percentage.

  • Reply to

    Wise Metals

    by andy55q Jun 3, 2016 9:45 AM

    That article came out a few days ago, which doesn't explain why CSTM is falling substantially on a day when the metal stocks are up significantly. Any idea what the problem is? Did someone downgrade the stock?

  • Reply to

    Will we ever see $2 again?

    by caledonia8 May 8, 2016 4:37 AM
    wb46 wb46 May 31, 2016 10:53 PM Flag

    Heavy volume again today. It's evidently more now than just insiders buying. Certainly the products Kopin is selling are targeted for two very hot growth markets - wearables and VR/AR. Whether the movement we have seen is simply related to Kopin's positioning in general or something specifically happening at the company is not something I can tell. Perhaps someone else here knows more?

  • Reply to

    Will we ever see $2 again?

    by caledonia8 May 8, 2016 4:37 AM
    wb46 wb46 May 31, 2016 12:39 PM Flag

    I sure hope not!

  • Reply to

    Nice bump - Google I/O announcement ?

    by frankenberrylives May 18, 2016 11:40 AM
    wb46 wb46 May 18, 2016 1:12 PM Flag

    Depends on whether this just someone accumulating shares, or based on some corporate news. If just an accumulation, we probably go back down once it is filled. If some actual news, well... let's just hope. Been waiting for something.

  • wb46 wb46 May 11, 2016 12:09 AM Flag

    Sorry, but I have had management level positions (not top management) in a few companies, and if I had ever responded to my boss when asked about future projections and goals with "sorry, boss, I don't have sufficient visibility," I would have kicked out the door. If a company has no expectations of its management, makes no demands upon its management, it will get exactly that - nothing. This is not a new company. It has been public for 25 years and today trades for less than its (stock adjusted) IPO price, and yet has that same management in place. Is that your idea of good management performance? You must be one of the people on Kopin's board. LOL.

  • There's a difference between not providing exact timing and not providing anything. You don't see something wrong here? They say they have the leading technology in very small displays and the voice recognition to accompany it, and may emerge the leader in the smallest of batteries. And we know wearables and VR/AR will be huge markets in the years ahead. And yet, the market values this business and all its patents (minus cash) at essentially zero. If they don't have the confidence to provide any pledges to shareholders in terms of share value, then they have an obligation to sell this company to someone who will. Management has no problems with visibility when it comes to their salaries.

  • "Ramping up" does not constitute a projection. I heard no projections, no goals by which to measure corporate performance. All I heard was the CFO say they lacked visibility, which is a polite way of saying they have no orders yet. What does management expect of its sales force, or of itself? Last year, the stock lost half its value and the CEO said they exceeded expectations. Are they expecting another such great year? It looks like we're headed that way so far.

  • wb46 wb46 May 4, 2016 12:51 PM Flag

    They need to sell products, not assets. Investors don't care how much cash they have if all they ever do with it is burn it up. Where are the sales projections?

  • Reply to

    Earnings announcement May 4th 2016

    by holpicksix Apr 25, 2016 10:53 PM
    wb46 wb46 Apr 28, 2016 1:15 AM Flag

    This is the normal time. They give 4th quarter/year end results a month later than those for quarters not including year end numbers. Last year's 1st quarter results were announced on May 5.

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