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Smith Micro Software Inc. Message Board

analogphoneline 26 posts  |  Last Activity: Jun 19, 2015 10:06 AM Member since: Mar 15, 2005
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  • Two recent upgrades. Estimates improved and now in the black. Revenue expectations are for growth of 31% this year. A few cents up a day for a few days often precedes a much bigger move.

  • Reply to

    something is up

    by wisco.topcat Apr 22, 2015 2:21 PM
    analogphoneline analogphoneline Apr 22, 2015 2:33 PM Flag

    Nothing is up exept position being taken in anticipation for the quarterly results.
    SMSI is supposed to have another great quarter on the way to a great year. Every quarter is expected to be better than the last according to the CC. We may be over $2 before the report even comes out. Listen to the CC if you are new here and just following the volume move.

  • Reply to

    Google wireless on CNBC

    by pooleeee Apr 22, 2015 3:36 PM
    analogphoneline analogphoneline Apr 22, 2015 3:40 PM Flag

    Google Fiber and Google Wireless
    Google's first entry into the wireless industry, will work only on the company's Nexus 6 phones and will be hosted through Sprint and T-Mobile's networks. SMSI territory

  • Diker Management Llc has filled a SC 13G form regarding Smith Micro Software Inc 1.46 -0.07 -4.38%. Per Mark N. Diker’s Diker Management Llc’s filing, the filler now owns 9.8% of the Information Technology-company, holding 4,386,720 shares.
    Smith Micro Software, Inc. (NASDAQ:SMSI) is a newly disclosed equity position for the hedge fund and the filing was required due to activity on April16, 2015. This most probably shows Mark N. Diker’s Diker Management Llc’s confidence and optimism in the future of the company. As a hedge fund with $674.54 million AUM and 17+ professional employees, we have no reason to doubt they didn’t do their homework before buying such a stake.

  • analogphoneline by analogphoneline Apr 29, 2015 4:38 AM Flag

    Q1 EPS and over 20% revenue growth was above expectations.
    Signed Sprint for another 3 years... kind of big news with the kind of revenues that come from Sprint.
    Q2 2015 growth higher than Q2 2014 but talked back a little from the Q1 conference call which called for a rise quarter over quarter.
    The second half of the year looks stronger and guidance was left as is with 20-30% growth YoY.
    Comcast is now a SMSI customer and other big guys are in the works but can't be named just yet.
    Some big deals should be announced a month or so out from here.
    Would be nice to see some separate PR about Sprint or Comcast to assure nice gain in the morning.
    Without it SMSI goes where our new hedge fund friend lets it go.

  • South Korea is seeking to produce fuel cell systems more cheaply, Bloomberg reported.

    The clean-energy technology converts hydrogen or natural gas into electricity.

    Conglomerates based in South Korea are buying, investing in or partnering with US makers of fuel cells, hoping to introduce cheaper production methods that will make the complex systems more economical.

    Hydrogenics is one that is partnering and may just get bought over soon

  • Reply to

    How about that hydrogenics

    by blueflamedave May 22, 2015 4:05 PM
    analogphoneline analogphoneline May 27, 2015 7:19 AM Flag

    I hold both companies and just can't figure out why Ballard has made an offer at HYGS. Lets keep HYGS North American at least before a Chinese or Korean company come shopping.
    Either way news like HYGS had today in a new Fuel Cell application will help heat up the entire sector. Fuel Cell Stocks have only made shorts money since that run last year.

  • Reply to

    how long will +120 % for HYGS stay ?

    by philstrong1995 May 27, 2015 8:37 AM
    analogphoneline analogphoneline May 27, 2015 8:51 AM Flag

    Every once in a while they get burnt. Hence +$30 hydrogenics which is not unreasonable with a comparative market cap to PLUG, BLDP, and FCEL. It would be nice to see a rise and a split to get the share count to something a larger institution would feel more comfortable investing in.

  • Reply to

    $5 MILLION PER YEAR?

    by briveadus1 May 27, 2015 8:21 AM
    analogphoneline analogphoneline May 27, 2015 9:22 AM Flag

    New application with more to come as fuel cells make their way into common use. The market is all hype as you know. +30% on this news or down still substantially for the year with another revenue stream.

  • analogphoneline by analogphoneline May 27, 2015 9:35 AM Flag

    HYGS is not considered a BLDP FCEL or a PLUG. Deals like today's make investors think. If Wall Street Agrees that HYGS is a comparable company it goes up to 30 bucks and has a similar market cap to the others and trades relative to their market caps from here.

  • Canaccord Genuity analyst Sara Elford weighed in today with a few insights on Hydrogenics Corporation (USA) (NASDAQ:HYGS), following the announcement that the company has been awarded an exclusive 10-year agreement valued at over #$%$50 million to supply Alstom Transport with hydrogen fuel cell systems for Regional Commuter Trains in Europe.

    Elford noted, “While we have long been highlighting the potential for large contracts to act as a positive catalyst for the stock, this application and partner were never on our radar screen until now. The opportunity persists for other large contract announcements over the balance of the year in Power-to-Gas and Stationary Power.” Furthermore, “We understand that Alstom conducted a global technical competition, which included all of the major fuel cell companies. The fact that Hydrogenics won this competition (exclusivity noted) once again provides strong validation of its technology platform. The fuel cell systems will be developed to meet European train compliance regulations.”

    Bottom line: “We are not changing our forecast at this time, but once again visibility has improved and Hydrogenics has reconfirmed that it is a leader in this space, with multiple applications to drive significant long-term growth.”

    The analyst reiterated a Buy rating on Hydrogenics shares with a price target of $19, which implies an upside of 66% from current levels.

  • analogphoneline by analogphoneline May 28, 2015 7:54 AM Flag

    Did not think things through past step three and is stretching to save his idea by going to other markets.
    Fast charging will never work with today's grid and more investment in it does not make sense as solar panels and power storage becomes localized at an amazing rate. Elon Musk is going for the localized energy avenue. 7 fast charging cars would take the power of 7000 houses. Take that grid! Hydrogen is one of the answers and could be the main one.... many many years away.

    If you were to charge a car in 12 minutes for a range of 500 km (310 miles), for example, you're probably using up electricity required to power 1,000 houses," Tanaka told a small group of reporters at the first test-drive event for the production version of the Mirai, the world's only mass-market fuel-cell car.

    "That totally goes against the need to stabilize electricity use on the grid."

  • Reply to

    How about that hydrogenics

    by blueflamedave May 22, 2015 4:05 PM
    analogphoneline analogphoneline May 28, 2015 10:29 AM Flag

    HYGS caught even one of the analysts off guard with the good news.

    Elford noted, “While we have long been highlighting the potential for large contracts to act as a positive catalyst for the stock, this application and partner were never on our radar screen until now. The opportunity persists for other large contract announcements over the balance of the year in Power-to-Gas and Stationary Power.” Furthermore, “We understand that Alstom conducted a global technical competition, which included all of the major fuel cell companies.

  • analogphoneline by analogphoneline Jun 2, 2015 9:28 AM Flag

    Does Roth Capital have anything to do with the 100 million shelf offering? Seems to be a lot of kickback like upgrades for registration fees. Either way more money buys more time.

  • Reply to

    will see mid 4s next week

    by super.linux Jun 5, 2015 9:56 AM
    analogphoneline analogphoneline Jun 5, 2015 12:16 PM Flag

    Use the logic on this as insurances want to save money.
    The Xoft system saves patients a hospital visit and when needed it takes less treatments. Medicare can't get rid of brachytherapy but wants to pay less since hospital visits and double the treatments are no longer necessary. A new code will come from this. Xoft does what took a big machine in a hospital and does it better while fitting in a corner.
    Elderly patients are going to keep on getting skin cancers while on blood thinning medication. iCAD will have a new code and keep growing that less than 1% penetration into the market. The Medicare issue was a hiccup and a buying opportunity. How fast will the stock go up when Xoft gets a new code somewhere in the middle.

  • analogphoneline by analogphoneline Jun 5, 2015 12:38 PM Flag

    Brachytherapy coding has had a history of coding and recoding but in the end it "remains a major treatment modality for many cancer types and is considered a most highly efficacious and economical method of treatment delivery."

    Educate yourself by googling Brachytherapy-Coding-Now-and-Then

    Here is a bit of a read from it
    "In 1994, the Health Care Financing Administration (HCFA)-now the Centers for Medicare and Medicaid Services-banned the use of many procedure codes that urologists had been using to charge for prostate seed implants. This unfortunate decision ostensibly ended prostate brachytherapy. AMAC and Theragenics petitioned and appealed HCFA's decision, which resulted in guidance whereby the urologist would "share" the code 77778 using modifiers 26-62.

    This new guidance allowed both the urologist and the radiation oncologist to receive 62.5 percent of the Medicare allowable reimbursement. Use of prostrate seed implants increased but not to pre-1994 levels due to the complexity of the new coding modifiers. In 1996, a new code was released specifically for the urologists, 55859, now 55875; however, it was the Medicare allowable reimbursement low.

    Eventually, the Medicare allowable increased appropriately, standard procedures were implemented, and reliable manufacturers emerged. As a consequence, prostate seed implants grew exponentially with manufacturers struggling to keep pace with the demand. In 2002 when intensity-modulated radiation therapy was subsequently introduced, there was a decline in prostate brachytherapy again.

    A further advancement in brachytherapy came with the introduction of high-dose rate remote afterloading (HDR), in which a temporary implant of a high-dose iridium 192 source is placed near the tumor site using needles and catheters. The HDR unit was mobile with a remote lead storage receptacle for ease of use. Nucletron Corp. pioneered the early use of HDR. This treatment form was limited, though, because specific procedure codes had

  • Reply to

    Buyout

    by fitzy800 Jun 9, 2015 12:09 PM
    analogphoneline analogphoneline Jun 9, 2015 2:39 PM Flag

    GE is selling the financing unit for $12 billion which was headlined today to be likely used for acquisitions.

  • analogphoneline analogphoneline Jun 9, 2015 2:48 PM Flag

    That is a very accurate statement and the reason ICAD wont stay around these prices for long. Xoft keeps on making the news for how great the results are without the knife.

    "Now we have a non-surgical option to offer our patients that has an outstanding cure rate that gives excellent cosmetic results," says Dr. Marcy L. Street, M.D. the founder and medical director of Doctor's Approach.

  • analogphoneline by analogphoneline Jun 11, 2015 8:46 AM Flag

    Leap TV is utter garbage. Its way easier to put my 4 year old in front of a real computer. Glitches up the wazoo on the remotes and the games. Very user unfriendly. Imagine buying a system marketed to be child user friendly and not being able to figure things out yourself. I wonder if Leap Frog will address the problem or keep a bad product going. As a prior investor I bought the system and about 5 games. I should have returned everything but at least I increased LF sales by that much last quarter when I did own shares. There will be lots of returns from angry parents.

  • Reply to

    I Love Leap Frog products but

    by analogphoneline Jun 11, 2015 8:46 AM
    analogphoneline analogphoneline Jun 11, 2015 10:03 AM Flag

    I bought my LeapTV on Amazon so maybe there was a bad batch which was recalled from the stores. I never see any Leap TVs at Target but I don't think its because they were sold out even though there are games.
    The volume does not always work but if you reboot it is usually back- never happens on the other consoles. The pointer not very interactive but seems to work if you are a few inches away from the sensor.
    Leap TV may be for the kids that were never allowed to play video games on other consoles. Once you have the comparison is pathetic. I guess the games are comparable to the leap pad games but I expected more when its thrown on a large TV.

SMSI
1.13-0.02(-1.74%)Jul 1 4:00 PMEDT