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VMware, Inc. Message Board

JesseJackster 28 posts  |  Last Activity: Jan 20, 2015 12:38 AM Member since: Dec 4, 1998
  • jessejackster jessejackster Jan 20, 2015 12:38 AM Flag

    All it takes is for obunga to mention that he's going to ask Congress for funding to implement more comprehensive gov't cybersecurity for all gov't systems -- and FEYE goes up 10% or more.

    The stock has been in a consolidation pattern forever and is ripe for an upside catalyst.

  • jessejackster jessejackster Jan 17, 2015 11:08 PM Flag

    I would expect Obunga's SOTU address will have some soundbyte like committing $1B to buy NEW government cybersecurity technology (e.g. FEYE and other vendors)...

    As for earnings being a catalyst, I think FEYE needs to demonstrate that they're turning things around and several analysts are saying they will do so in 2015. There's a lot to be optimistic about.

  • jessejackster jessejackster Jan 17, 2015 6:10 PM Flag

    Should be really good Tuesday for FEYE. I say it goes over $35, easy.

  • jessejackster jessejackster Jan 17, 2015 2:39 AM Flag

    "Internet security stocks in focus again after NY Post had its Twitter account hacked today; also note Cybersecurity set to be topic during State of the Union address by President next Tuesday (shares of PANW, SYMC, CHKP, CUDA, PFPT, FEYE were higher) "

  • This will draw HUGE attention to the Cybersecurity stocks like FEYE.

  • jessejackster jessejackster Jan 14, 2015 9:27 AM Flag

    (continued...)

    Apple snapped up the property in a cache of Kodak patents purchased in 2012. The embattled film camera giant auctioned off its IP to two consortiums led by Apple and Google for a combined sale price of $525 million.

    The misrepresentation of Apple's assigned remote control camera patent was reportedly a factor in Tuesday's precipitous GoPro stock decline, shares of which fell $6.91 or 12.17 percent at the end of trading on Tuesday.

    Apple obviously purchased the Kodak patent for a reason, but the act doesn't necessarily mean the company is working on a GoPro competitor. If Apple is seriously considering a foray into the action cam market, a patented solution would almost assuredly come from within Cupertino. As it stands, the Kodak property could be used toward technology related to existing products, perhaps as a functional augmentation to the upcoming Apple Watch.

    Still, today's events serve to illustrate Apple's considerable sway as a market disruptor, with even the slightest shade of rumor causing significant turbulence to leaders in other tech sectors...

  • Misreported Apple patent reassignment supposedly induces GoPro stock price decline

    By Mikey Campbell
    Tuesday, January 13, 2015, 03:59 pm PT (06:59 pm ET)
    The U.S. Patent and Trademark Office on Tuesday reassigned to Apple a Kodak patent covering a mobile remote control camera system, reports of which supposedly catalyzed a 12-percent drop in shares of action cam maker GoPro.

    Apple's newly reassigned U.S. Patent No. 8,934,045 illustrates a portable digital camera controllable via a wrist-worn remote. Taken at face value, the document appears to hint at Apple's ambitions to enter the action cam market, but a quick look at the patent's history reveals a slightly different story.

    A spurious report from Patently Apple claimed the property as an in-house Apple invention that "appears to now incorporate intellectual property from Kodak." A side-by-side comparison of the application as assigned to Kodak and the patent as granted to Apple shows only minor changes, with nearly all alterations limited to housekeeping variations made to bring the document's citations up to date.

    Coverage from mainstream media sources, Reuters, The Wall Street Journal, perpetuated the disingenuous report by incorrectly citing the patent as "filed by [Apple] in 2012." In reality, the patent was acquired by Kodak shortly before being sold to Apple.

  • jessejackster jessejackster Jan 14, 2015 2:09 AM Flag

    Perhaps nobody ever had a patent on 4 tires on a car back in those days, but if they did, they would have standing in patent litigation. Not a good example.

    You don't seem to understand patent law. Why would companies bother to get patents if it afforded them no protection from patent infringement?

  • jessejackster jessejackster Jan 14, 2015 1:57 AM Flag

    Remedial Reading Comprehension Class 101 needed: Read my headline, I said TOMORROW.

    Takes time for mgmt to huddle and decide how to effectively defuse all the misinformation.

  • jessejackster jessejackster Jan 13, 2015 6:27 PM Flag

    From their Public Offering S-1 Filed with the SEC:

    Intellectual property

    Intellectual property is an important aspect of our business, and our practice is to seek protection for our intellectual property as appropriate.

    Our trademarks, including “GoPro” and “Be a Hero,” are a critical component of the value of our business. In addition, we hold many issued and pending utility and design patents for various aspects of our capture devices and the software that helps our customers manage, share and enjoy their content. Our patents cover areas that include physical structures, image processing, operational firmware and software, post-processing software, distribution software, mount and accessory structures, as well as the ornamental aspects of our capture devices. As of the date of this filing, we had 42 issued patents and 72 patent applications pending in the United States, and 15 corresponding issued patents and 12 patent applications pending in foreign countries.

  • They won't stand for this misinformation. GoPro already has a remote camera patent. AAPL just got a remote camera patent.

    GoPro has patents protecting their mounts. So, for example, it is likely AAPL can't mount a camera on a helmet w/o a patent violation. And AAPL can't mount a camera on a foldable extension stick. GoPro has that patent.

    Will AAPL compete with GoPro? Doubtful. GoPro's revenues is less than 1% of AAPL's, so this isn't a big enough niche for AAPL to concern themselves with.

  • Volatile GoPro (NASDAQ:GPRO) has sold off hard following the patent's publication. Dougherty,, however, suggests taking the news in stride. "For starters, we note that for Apple patents, many, many inventions and some small percentage tend to see the light of day as an actual product. More than anything, we see a scenario in which Apple will want to have a way for users to record from their iPhones and iPads remotely using the Apple Watch as a remote."

    GoPro's mobile apps ALREADY support remote camera control. The company's product line also includes its $80 Wi-Fi-based Smart Remote.

  • jessejackster jessejackster Jan 13, 2015 12:13 AM Flag

    Most rear-end collisions are the other guy's fault, so there is less need to use a back-cam for forensic evidence.

    GoPro's wide angle is well-suited for a dash-cam.

  • jessejackster jessejackster Jan 12, 2015 10:17 PM Flag

    Ummm, last time I checked, the Basic Hero goes for $129. Another red herring from the short side... Nice try.

    You're missing the point that there's a HUGE addressable market here considering how many auto manufacturers there are. In the future, many drivers will have a dashcam.

    GPRO could make an inexpensive GoPro Hero dashcam that synchronizes with a regular GoPro or could be removed from the car and used as a regular GoPro.

    Finally, I will take your argument and throw it back to you in REVERSE: How many Dashcams can be used dually as a Dashcam and a GoPro? None.

  • jessejackster jessejackster Jan 12, 2015 10:09 PM Flag

    Ummm, last time I checked, the Basic Hero goes for $129.

    Yes, you may not say you're a savant but your posts essentially say so with your smug remarks. Get real... Btw, I have nothing against shorts and I'm more often short than long. You make some good points now and then.

  • jessejackster jessejackster Jan 12, 2015 7:17 PM Flag

    Nope, it's not old news. Toyota just announced it today and it's the first major automaker to do so.

    And yes it's just the mount, but you're overlooking the huge market for dash-cams. Maybe you live in the boonies where there is no traffic or you never do a road-trip?

  • jessejackster jessejackster Jan 12, 2015 7:14 PM Flag

    Nice try, DD, but the market for "Dashcams" is growing fast. I know people who have bought them to record traffic issues. I would buy one if there was a mount for it in my car and the price-point was right.

    Moreover, I would think people who have one GoPro might buy another type of GoPro (to be announced) for a dedicated dash-cam,. The Toyota announcement is a clue that GoPro will probably do a major dash-cam product announcement. I would buy one.

    As for your slick attempt to create Fear & Doubt suggesting kids will get killed with their dash-cams, I would counter with the fact that you need to consider the fact that Kids and adults like me sometimes use a smartphone to record while driving. That is MORE dangerous, so a mounted dash cam will actually be safer.

    Or put another way, how many parents have sued AAPL for wreckless driving of their kids filming or talking with their iPhones?

    Again, nice try DD. Oh, and you got lucky today with a confluence of events that conspired to bring GPRO down so you now can claim you're a savant.

    But don't get too overconfident. The markets have a way of humbling those who have too much ego...

  • Expect a press release tomorrow from GoPro.

    This will be huge if GoPro mounts become THE STANDARD for automobiles for dash-cams. This is just the beginning...

    Toyota is first, but think of the potential for all the automakers to unify on the patented GoPro Standard mount. That's how being the market-leader provides a huge advantage because it's likely other car manufacturers will choose the market leader for their mounts.

    Everyone could not only document trips via dashcam, but record accidents to protect them from liability. Most current "dash-cams" are only useful as dashcams.

    ________________________________________________________________________________

    GoPro Inc (NASDAQ: GPRO) fell more than 6 percent amid reports that perpetrators of a recent series of French terrorist attacks may have been fans of the company's products.

    Separately, Toyota Motor Corp (ADR) (NYSE: TM) said the latest version of its Tacoma mid-sized pickup truck will feature a GoPro camera mount near its rear-view mirror.

    GoPro traded recently at $56.76, down 6.6 percent.

    Toyota's inclusion of the GoPro camera mount is a "bid to attract younger, active drivers and the culture of social media," according to a report by Automotive News.

  • Reply to

    GoPros now on Toyota Tacoma Trucks

    by greenrushinvestors Jan 12, 2015 5:48 PM
    jessejackster jessejackster Jan 12, 2015 5:53 PM Flag

    GoPro Inc (NASDAQ: GPRO) fell more than 6 percent amid reports that perpetrators of a recent series of French terrorist attacks may have been fans of the company's products.

    Separately, Toyota Motor Corp (ADR) (NYSE: TM) said the latest version of its Tacoma mid-sized pickup truck will feature a GoPro camera mount near its rear-view mirror.

    GoPro traded recently at $56.76, down 6.6 percent.

    Toyota's inclusion of the GoPro camera mount is a "bid to attract younger, active drivers and the culture of social media," according to a report by Automotive News.

  • Think of it from the perspective of GPRO management/insiders who hold a lot of shares:

    A) If you KNOW Q4 will **NOT** be a blowout quarter for earnings, wouldn't you want to sell out ALL of your IPO shares that became eligible for sale on December 23?

    B) If you KNOW Q4 **WILL** be a blowout quarter for earnings, then wouldn't you want to be able to capitalize on an earnings rally in February and not depress share price by selling your IPO shares in December? So you would promise to postpone a large part of the Lockup until just after February earnings.

    Instead of "A", they chose "B" - which clearly IMPLIES that they know it will be a blowout quarter and they want to help rally the stock well into February.

    Another way to look at it is: "Why did they decide to schedule the lockup delay/extension until February, conveniently right after earnings?"

    Once you go through this logic, it will become clear that THEY KNEW on December 23rd that Q4 will be a HUGE upside surprise. Otherwise, they wouldn't have EXTENDED the lockup expiration.

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