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Airspan Networks, Inc. (AIRN) Message Board

ActiveAction 60 posts  |  Last Activity: Apr 25, 2015 7:52 AM Member since: Sep 19, 2001
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  • Reply to

    Office Lease 27000 sq feet?

    by duediligence_101 Apr 23, 2015 10:31 AM
    activeaction activeaction Apr 25, 2015 7:52 AM Flag

    The main problem is that there are a lack of fundamentals. There are two strong parts to this company. The CFO seems to have done a good job (knock on wood) and r&d has always been solid. All other areas are weak from marketing, to sales to product management, and decisions on product releases. I have seen professionally run companies and companies run by armatures. This is an amateur run company. It pains me to say this, but the signs are all there. The xprintservers which they clearly gave up on needed a makeover two years ago. What does the xSenso do? Who knows! They release the slc8000 but nobody seems to get why it is needed--maybe the demo will show, but they have to do a better job on their website explaining that. We are doing fine without it where I work. The spider is being promoted with the slc8000, but that product is old and needed a makeover too, maybe into something more than it is. So as the politicians ask, are we any better than 4 years ago? No. I am hoping we see better financials on the 29th, but the reality is, why would we? What has changed at this company that makes anyone think sales increased? Has marketing improved? Nope. Do we have a new sales leader? Nope. Have they improved their current product offerings? Nope. Do they have any new "barn burner" products that Nussbaum would call them? Nope. The drone thing is nothing. All these years of saying they need to think big at this company, but they continue to think small and I don't mean their products either. Not to mention this company has become terribly boring. I won't call for new management and new directors yet. We will see how this report looks and what Kurt has to say, but like I said, how can we expect positive news when nothing has changed?

    Sentiment: Hold

  • Reply to

    Right on Schedule

    by lucreton4 Apr 21, 2015 12:34 PM
    activeaction activeaction Apr 22, 2015 12:48 AM Flag

    That or was one of the best I have seen in awhile, but will they make the most of their demonstration? Will they record on video how this works and how it helps? And will they post it on their site?

    Sentiment: Hold

  • Reply to

    $1.78M a quarter

    by activeaction Apr 17, 2015 11:47 PM
    activeaction activeaction Apr 20, 2015 3:03 PM Flag

    they took the cartoons off of it

    Sentiment: Hold

  • Reply to

    $1.78M a quarter

    by activeaction Apr 17, 2015 11:47 PM
    activeaction activeaction Apr 19, 2015 10:40 AM Flag

    We will have to see how the results look coming up, but I don't think they will be that good. From an outside observer, the company looks sloppily run. The marketing isn't there. The sales has always been weak based on results. They are touting one product that has the xPico WiFi. A small drone. Guess what? There are MANY remote controlled drones out there. WHY DOESN'T LANTRONIX HAVE ALL THEIR BUSINESS? I have complained for over 10 years about these problems, but none of them have been addressed. It's "business as usual" at this company with no obvious positive changes. The reason the now Chairman pushed out the previous executive team and had a new one come in was to correct the issues. Or at least this is what we thought. Are they being corrected? I don't see it.

    Sentiment: Hold

  • activeaction by activeaction Apr 17, 2015 11:47 PM Flag

    So they spend $1.78M a quarter on R&D. I know products are expensive to develop, but what significant product have we seen since the SLC 8000 and that was announce October 1st of last year? We haven't seen any new products released this past quarter. All the other products were small/minor. So over 6 months without any significant products released. Before that Premiere Wave SE1000 in August. You can't make money if you don't have product to sell. You also can't sell product if nobody knows about the product. Since this company doesn't look like a real company that makes products and sells products, what is this a cover-up for? Unless they have some BIG surprises to pull out of their bag, I don't understand how this company is operating? What is its purpose?

    Sentiment: Hold

  • Reply to

    Deals to close

    by activeaction Apr 8, 2015 7:25 PM
    activeaction activeaction Apr 13, 2015 2:44 PM Flag

    i believe that the seniors have a lot of knowledge that makes up for not having as much energy as the younger guys, but for a company like Lantronix, they need younger leadership with senior oversight. Though, Kurt does not act like a younger guy. He looks like he is content senior himself. A company like lantronix that struggles to even stay non GAAP profitable needs someone that can put in a lot of energy to increase revenues and to get to gaap profitability. I think he is better than the last guy, but he has not corrected the same problems with the company that the last guy had so he is not much better. As for i rungs comments, I won't even address him. He doesn't know about me and he doesn't know if the xprintserver coukd have sold in volume because this company's marketing and sales is not good. Though, it looks like they have up on it. Unfortunately, one shouldn't give up on something just because one doesn't know what one is doing, one should find someone else to do it instead.

    Sentiment: Hold

  • Reply to

    Deals to close

    by activeaction Apr 8, 2015 7:25 PM
    activeaction activeaction Apr 12, 2015 1:12 AM Flag

    I don't have to think that much before I post since lucreton4 is the only intelligent reader of my posts it seems. Most older gents that I have worked with in the past don't see growing a company as high priority on their to do list, they are more interested in knowing when and where the next 18 holes will be played. I'm sure the thought was when he was brought in that he would bring more energy than prior CEOs due to his age.

    Sentiment: Hold

  • Reply to

    Deals to close

    by activeaction Apr 8, 2015 7:25 PM
    activeaction activeaction Apr 11, 2015 7:35 AM Flag

    Younger people in their early 40s usually have more energy than those in their late 50s or in their 60s. Many willing to give up some personal time to get the job done.

    Sentiment: Hold

  • If you google alvarion or even airspan, you will see an advertisement to replace Alvarion Breezemax with Airspan's Air4G base stations with a 10% credit buy back. Also, if you type in Airspan, there is a big description of the company, the products offered, etc. I like that they are going after the company's old customers after how Alvarion's CEOs would be cocky. who's cocky now?

    Sentiment: Hold

  • activeaction by activeaction Apr 8, 2015 7:25 PM Flag

    If you listen to the cc, Kurt does not commit to a deal closing in the last quarter.
    I don't think anyone at this company including the directors, realize that the turtle pace at which this company moves is not typical of a successful company. I hate to use the same analogy about this company that I used 10 years ago, but it almost looks like a vehicle with a flat tire or flat tires. Kurt is becoming a slow old cat, not the fast moving exciting young on fire CEO that we thought he would be. I don't see any new exciting products, no marketing campaigns, just the one presentation on the slc8000---its a boring company that is also a best kept secret. They think the xpico wifi in the drone is big, but it should be just one of the many exciting uses of the xpico that they are showing off. I watched kurt in a show interview. He gave me the impression of someone content and boring to be honest. He needs to workout, get in shape, be lively and make this company lively. Otherwise, those working for him will follow his act.

    Sentiment: Hold

  • Reply to

    how boring this company is

    by activeaction Mar 30, 2015 8:33 PM
    activeaction activeaction Apr 3, 2015 5:05 PM Flag

    I do not understand why the goal is "break even".. why would one's goal be to drive half way to a store if you are looking to buy something? The attitude should be to do anything it takes. I don't think those on the west coast work as hard as others because it's just too nice over there. Why would anyone want to work over there? When you live in a climate that is either cold or wet most of the year, all you do is work. OK, so I'm watching this video on youtube called ZANO at Embedded World and it looks interesting except for the company's employees don't appear to know how to stay out of the background of a video being made about their product. They know how to laugh and joke around though. Kurt said a lot of good things, but it looks like he is getting bigger. You don't want an image of a fat cat as CEO of a company. So I'm looking for a link to the ZANO at Embedded World on the xPico WiFi page and it's not there. How great marketing is!!! I honestly think that marketing went from not good to really bad after Chase's team was replaced.

    Sentiment: Hold

  • activeaction by activeaction Mar 30, 2015 8:33 PM Flag

    This company is very boring. No new products. No marketing campaigns. Is this company an innovative technology company working to solve the world's M2M problems? Or is it funeral home?

    Sentiment: Hold

  • Reply to

    Value

    by activeaction Mar 14, 2015 10:30 AM
    activeaction activeaction Mar 14, 2015 10:41 AM Flag

    So, I think Airspan could be worth a billion dollars. I get this feeling Cisco will be the winner here. I think they will want to be the "small cell" lte equipment provider. I know that Airspan has had relationships with ericsson in the past, but ericsson just doesn't seem like they are smart enough to get this company before someone else does. Maybe a company within reliance industries will also acquire Airspan.

    "Indian billionaire Mukesh Ambani-owned Reliance Jio will also source 4G LTE towers from Airspan to deploy 4G services, Economic Times reported. Mathew Oommen, president of network and global strategy and service development of Reliance Jio Infocomm joined the board of directors at Airspan in June."

    If Mukesh Ambani wants to create a large lte supplier to compete with the big boys, the only option would be to buy a company that has the technology already and that is Airspan. They have already invested in Airspan.

    Who wants Airspan the most? Who wants to add small cells to their portfolio or who wants to buy a company to compete with the big boys? As I said, I think this is the year we find out.

    Sentiment: Hold

  • activeaction by activeaction Mar 14, 2015 10:30 AM Flag

    So, you can read one of their press releases:
    "Airspan's small cell portfolio provides a comprehensive set of solutions for the deployment LTE small cells in Indoor, Outdoor and Rural use cases. AirVelocity, AirHarmony, AirSynergy, Air4G and V-RAN AirSymphony platform, which supports the IP-CoMP solution represent the industry's most ground-breaking and disruptive LTE RAN solutions, radically changing the economics of providing high capacity LTE service. The IP-CoMP scheme complements our iBridge backhaul technology, providing another way to build advanced "Cloud" based RAN."

    Airspan is right where everything is headed "small cell."
    And their technology works and works well! airspan can't compete with the mega large companies. They don't have the resources, but they can be acquired by one of these mega large companies to better compete against the others. And this is what I believe will happen this year.

    I admit that I was burned when this company delisted and went dark. I was burned like others, but I sold as it went down and then I bought back when it hit bottom. I don't know if that was a wise decision, but my belief was because of the employees, the common shares would always remain. But when looking back, what they did was the only thing they could do to avoid everyone getting wiped out. They focused on WiMAX which is the only thing they could do. Intel backed it and lte was years away. The big boys supporting lte tried their best to slow down WiMAX in order for lte to catch up. Many operators especially the large tier 1 operators were delaying their roll outs for lte. WiMAX was fast becoming a niche wireless technology. So, they did what they felt was needed to keep the company alive. Old common shareholders were not as important as oak and employees. You know they will watch out for themselves. But like I said, old common will still benefit by being a minority common holder compared to the employees. Alvarion did not survive.

    Sentiment: Hold

  • Reply to

    Airspan's current value

    by activeaction Mar 5, 2015 7:35 PM
    activeaction activeaction Mar 14, 2015 10:10 AM Flag

    It's possible that those still holding the .03 shares will get back much more if they sell the company for the amount I think it is valued at now.
    I would be very surprised if the company is not receiving interest already. Many years ago, I was very confused by oak's actions. I did not understand how they could be so successful with investing, growing a company into a valuable company, and then selling it, but with airspan, they seem to be throwing bad money after bad money at it. But oak knew what they were doing. They knew what direction to take the company and knew that they could get back a lot more then what seems like a lot invested. Airspan is the only real "small" LTE company out there that can be acquired for a small amount and when I say small, I mean a billion. Lte is the future of all wireless communication in the future. It is now the standard in high broadband wireless communication. Airspan has s lot of technology related to this. And some of the technology solves problems that other larger companies know they have to solve. Oak is going to get all their money back and a lot more. They are going to do it again even though this ine is taking a lot longer than their typical investments. And oak is smart. They left a 10% carve out for common shareholders. Who are the common shareholders? You and I? No, we are a minority. The largest common shareholders are the employees. These employees, by working hard, may retire as millionaires after this company is sold because of that 10% carve out. I once wondered why they didn't wipe the common out through some way, but that 10% is a means of motivation and will be small compared to what oak will get on their return of their investment. I think airspan's value never looked higher. And I am not sure how much higher it can get unless it receives large contracts to supply tier 1 companies. My guess is that soft bank and reliance Jio are two large customers already.

    Sentiment: Hold

  • Reply to

    Kurt opens up at the Roth Capital Conference

    by activeaction Mar 10, 2015 11:42 AM
    activeaction activeaction Mar 12, 2015 3:20 PM Flag

    They probably want to grow the company while remaining break-even. I think they can grow the company and be profitable.

    Sentiment: Hold

  • If anyone listened to the presentation, you would have heard some interesting things. These are things that Kurt should have told his investors in the conference calls. Maybe we would be a little more patient. First, they are only focusing on break even right now. Second, their new embedded products aren't really contributing yet. They are just now beginning to contribute this quarter. Third, they expect xPico WiFi to be a big contributor soon. I believe he said that there are 15,000 drones so far sold that has the xPico WiFi in it. He also said that other products are using it. There was a lot of good stuff said. I think if they improved some things, they should be profitable by now. Obviously, Kurt doesn't agree or he would have done it. Obviously the Board of Directors don't agree either. So, the choice is to either sell or wait longer. I was surprised to learn that there are only 80 people in their Irvine office though. He talks about how the print market and other markets are huge for the company, but if that is the case, why aren't they benefiting from this?

    Sentiment: Hold

  • activeaction by activeaction Mar 5, 2015 7:35 PM Flag

    After seeing these other companies get acquired, I have to believe that Airspan's value has to be at least $500M. They have an entire line of solid LTE products. All very sophisticated, proven (through years of trials), high quality technology. Also, the market has never been better for those getting acquired. Ericsson, Cisco, or other growing telecom. equipment provider companies in Asia could very well be interested in this company. I would even go as far as say that they could be possibly worth $1 billion to some company who needs to get into the LTE race with solid product offerings. And what some people forget is that a company doesn't need to pay cash for Airspan. There are companies out there like Cisco that can just buy the company with their stock which, at this point, is as good as cash. And it would not hurt the value of Cisco's stock one bit. In my opinion, Eric, Oak, and the Board of Directors has done a fantastic job of positioning this company well by not only having a comprehensive product line, but focusing on products such as AirVelocity in which they are the clear leader. Airspan is too small of a company to be a real threat to the other wireless equipment makers, BUT if acquried by a large company, they could easily make that large company a threat who otherwise would be an unknown before. I have to believe that Airspan is currently generating large volume sales in India. Reliance Jio is not going to invest in Airspan and not buy from them. It appears to me that the reason Reliance Jio invested in Airspan is because they liked their products and Airspan needed the money to be able to fill large orders to Reliance Jio. On another note, the rebranding of their products to have "Air" in front of them was a great move. . This company sounds great. Very attractive.

    Sentiment: Hold

  • So they have a Tier 1 carrier. I have to think this is Softbank.

    Sentiment: Hold

  • This just increased the value of Airspan. Oak knows it too. I wonder how many stations is being used in India made by Airspan?

    Sentiment: Hold