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anny.sakana 109 posts  |  Last Activity: 12 hours ago Member since: May 10, 2011
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  • Highlights:

    - Raised guidance for upcoming 4Q 2015 to be reported September 8, 2015
    - On March 3 announced restructuring to save $4M to $5M by the end of fiscal year 2015 with an incremental cost savings of approximately $10M to $12M in fiscal year 2016.
    - 56c/share cash
    - $70M market cap
    - Revenues of $340M/year
    - Institutions hold 70% of shares with several activist investors among them
    - Recently announced a multi-million multi-year contract in the Philippines
    - Named top-rated microwave specialist for 2015 according research firm Infonetics…received 7 out of 10 No. 1 places leaving CRNT, Ericsson. Huawei, Dragonwire eating dust

    Here are excerpts of the press release raising guidance:

    Aviat Networks to Release Fiscal Fourth Quarter and Fiscal Year 2015 Financial Results on September 8, 2015; Raises Fiscal Fourth Quarter Revenue Outlook

    SANTA CLARA, Calif., Aug. 20, 2015 /PRNewswire/ -- Aviat Networks, Inc. (AVNW), a leading expert in microwave networking solutions announced it is raising its fiscal fourth quarter revenue outlook to $85 million to $88 million. The previous range was $80 million to $85 million.

    The company will host a conference call at 4:30 p.m. ET on September 8, 2015 to discuss its financial results. To listen to the live conference call, please dial toll free 888-395-3227 or 719-325-2402, access code 8371663, by 4:20 p.m. ET.

    Competitors CRNT recently reported earnings surprising everyone with its return to profitability. 25% market share leader Ericsson is winding down microwave operations benefitting AVNW and CRNT.

    On March 3, 2015 AVNW announced an aggressive restructuring plan aimed at improving its financial results going forward.

    The restructuring press release stated:

    The restructuring plan is part of Aviat Networks' ongoing efforts to lower fixed overhead costs and operating expenses, and generate cash. In addition to these restructuring actions, Aviat expects to achieve additional savings from non-headcount cost reductions.

    These actions are expected to result in cost and expense savings of approximately $4 million to $5 million by the end of fiscal year 2015 with an incremental cost savings of approximately $10 million to $12 million in fiscal year 2016. These actions augment the ongoing efforts to optimize Aviat Networks' overall cost structure with the near term dynamics of the microwave radio and telecommunications markets and are expected to return Aviat Networks to profitability. The comprehensive restructuring program includes:

    • Reducing the global workforce through the consolidation of functions and simplification of operational processes, and

    • Selectively focusing on market verticals and geographies where management sees the highest potential for profitable growth.

    "We have made significant improvements to our cost structure over the last several quarters," says Michael Pangia, President and CEO, Aviat Networks. "While the long-term outlook for microwave and millimeter wave wireless transport remains positive, management is committed to running Aviat Networks as a profitable, cash generating business and these restructuring actions are a critical step in accomplishing these objectives. These additional efforts have been carefully selected to have minimal impact on the introduction of our new products and allow us to maintain our strong service offerings to support key customers around the globe."

    About Aviat Networks:

    Aviat Networks, Inc. (AVNW) is a leading global provider of microwave networking solutions transforming communications networks to handle the exploding growth of IP-centric, multi-Gigabit data services. With more than one million systems sold in over 140 countries, Aviat Networks provides LTE-proven microwave networking solutions to mobile operators, including some of the largest and most advanced 4G/LTE networks in the world. Public safety, utility, government and defense organizations also trust Aviat Networks' solutions for their mission-critical applications where reliability is paramount. In conjunction with its networking solutions, Aviat Networks provides a comprehensive suite of localized professional and support services enabling customers to effectively and seamlessly migrate to next generation Carrier Ethernet/IP networks. For more than 50 years, customers have relied on Aviat Networks' high performance and scalable solutions to help them maximize their investments and solve their most challenging network problems. Headquartered in Santa Clara, California, Aviat Networks operates in more than 100 countries around the world

  • Load up and hold....if you are short, you are at the point of diminishing results. The cat is out of the bag. Piece...greedy...:)

  • .
    Dragonwire (DRWI) is a leading global supplier of packet microwave radio systems for mobile and access networks. Yesterday the company was granted an additional 180 days to regain compliance with the minimum $1.00 bid price per share requirement. The new extension period runs through February 29, 2016

    August 4 Update:

    Nokia

    We have entered an agreement with Nokia to address the impact of reduced demand being experienced through this channel in the first half of FY16 including temporary cash flow measures as well as a new commercial arrangement for Support and Maintenance services.
    "We are pleased that we could come to these updated arrangements with Nokia. Nokia continues to be an important part of our business and we appreciate the support" said Peter Allen, DragonWave President and CEO.

    Further expense reduction actions

    We also confirmed that we are implementing further cost saving measures to reduce expenses and associated cash consumption.

    The cost savings measures being implemented are planned to save approximately US$8 million in annual operating expenses as a result of staff reductions and other measures. We expect operating expenses going forward starting in our third quarter to be approximately US$8.5 million per quarter. The full impact on the financial statements will be discussed on our next earnings call. Peter Allen, DragonWave's President and CEO, said "These measures will reduce our break-even point and conserve cash going forward."

    Status of major carrier activity - production and deployment

    North America

    In our last conference call we talked about receiving our first order from a North America Tier 1 operator for small cell backhaul. We are now seeing the funnel with this operator strengthening.

    India

    We have been deploying equipment into our first major customer in India since May 2014.This customer has continued to place follow on orders and the rollouts are proceeding vigorously.
    In May this year we announced that we had received orders to supply a second Tier 1 operator in India. During the deployment phase we have experienced an unexpected problem with our product. The problem has been isolated and corrective actions are being implemented. The deployment is time sensitive and has been halted. We are developing a plan to manage the cash flow impact and also working with the customer on the path forward.

    Europe

    Having successfully completed a lab trial with Harmony Enhanced we are now moving to a field trial with a European based global carrier.

    Q2 FY16 revenue expectations

    We are updating our revenue expectations for the second quarter of fiscal year 2016. On our Q1 earnings call we indicated we anticipated revenue growth of between 30% and 60% in Q2 relative to Q1. We believe we will be within this guidance but at the lower end of the range given lower revenue than expected from India.

  • anny.sakana anny.sakana Sep 2, 2015 9:05 AM Flag

    I compared AVNW performance against AAPL, NFLX, TWTR, NFLX, BABA, TSLA, and FB and the 1-month chart shows that only AVNW's pps increased 5% compared to losses ranging from 5 to 20% for the bloated ones that I've compared it with.

    This means that undervalued microcap companies like AVNW have not been included in the most recent bull market because everyone was chasing the blue-chip macrocaps mentioned above inflating their pps to unsustainable levels. Smart value investors will have to be more selective and find gems like AVNW, WSTL, CRNT, and the like, where there is real upside going forward.

    Take WSTL for instance, currently at $1.17, also another pillar of strenght during the meltdown, the company has announced that it will be presenting several new products at conferences in September. New products will start shipping next quarter. With 62c/share cash, no debt, and new products WSTL could be a $5 stock next year.

  • Highlights:

    - Raised guidance for upcoming 4Q 2015 to be reported September 8, 2015
    - On March 3 announced restructuring to save $4M to $5M by the end of fiscal year 2015 with an incremental cost savings of approximately $10M to $12M in fiscal year 2016.
    - 56c/share cash
    - $70M market cap
    - Revenues of $340M/year
    - Institutions hold 70% of shares with several activist investors among them
    - Recently announced a multi-million multi-year contract in the Philippines
    - Named top-rated microwave specialist for 2015 according research firm Infonetics…received 7 out of 10 No. 1 places leaving CRNT, Ericsson. Huawei, Dragonwire eating dust

    Here are excerpts of the press release raising guidance:

    Aviat Networks to Release Fiscal Fourth Quarter and Fiscal Year 2015 Financial Results on September 8, 2015; Raises Fiscal Fourth Quarter Revenue Outlook

    SANTA CLARA, Calif., Aug. 20, 2015 /PRNewswire/ -- Aviat Networks, Inc. (AVNW), a leading expert in microwave networking solutions announced it is raising its fiscal fourth quarter revenue outlook to $85 million to $88 million. The previous range was $80 million to $85 million.

    The company will host a conference call at 4:30 p.m. ET on September 8, 2015 to discuss its financial results. To listen to the live conference call, please dial toll free 888-395-3227 or 719-325-2402, access code 8371663, by 4:20 p.m. ET.

    Competitors CRNT recently reported earnings surprising everyone with its return to profitability. 25% market share leader Ericsson is winding down microwave operations benefitting AVNW and CRNT.

    On March 3, 2015 AVNW announced an aggressive restructuring plan aimed at improving its financial results going forward.

    The restructuring press release stated:

    The restructuring plan is part of Aviat Networks' ongoing efforts to lower fixed overhead costs and operating expenses, and generate cash. In addition to these restructuring actions, Aviat expects to achieve additional savings from non-headcount cost reductions.

    These actions are expected to result in cost and expense savings of approximately $4 million to $5 million by the end of fiscal year 2015 with an incremental cost savings of approximately $10 million to $12 million in fiscal year 2016. These actions augment the ongoing efforts to optimize Aviat Networks' overall cost structure with the near term dynamics of the microwave radio and telecommunications markets and are expected to return Aviat Networks to profitability. The comprehensive restructuring program includes:

    • Reducing the global workforce through the consolidation of functions and simplification of operational processes, and

    • Selectively focusing on market verticals and geographies where management sees the highest potential for profitable growth.

    "We have made significant improvements to our cost structure over the last several quarters," says Michael Pangia, President and CEO, Aviat Networks. "While the long-term outlook for microwave and millimeter wave wireless transport remains positive, management is committed to running Aviat Networks as a profitable, cash generating business and these restructuring actions are a critical step in accomplishing these objectives. These additional efforts have been carefully selected to have minimal impact on the introduction of our new products and allow us to maintain our strong service offerings to support key customers around the globe."

    About Aviat Networks:

    Aviat Networks, Inc. (AVNW) is a leading global provider of microwave networking solutions transforming communications networks to handle the exploding growth of IP-centric, multi-Gigabit data services. With more than one million systems sold in over 140 countries, Aviat Networks provides LTE-proven microwave networking solutions to mobile operators, including some of the largest and most advanced 4G/LTE networks in the world. Public safety, utility, government and defense organizations also trust Aviat Networks' solutions for their mission-critical applications where reliability is paramount. In conjunction with its networking solutions, Aviat Networks provides a comprehensive suite of localized professional and support services enabling customers to effectively and seamlessly migrate to next generation Carrier Ethernet/IP networks. For more than 50 years, customers have relied on Aviat Networks' high performance and scalable solutions to help them maximize their investments and solve their most challenging network problems. Headquartered in Santa Clara, California, Aviat Networks operates in more than 100 countries around the world

  • anny.sakana anny.sakana Sep 1, 2015 11:22 AM Flag

    Solid as a rock.....bad markets don't affect this bad boy.

    I see $1.5++ next week after earnings

  • anny.sakana anny.sakana Sep 1, 2015 9:04 AM Flag

    Great call.......... WSTL has been inching up despite a horrible barket.

    Rumours are flying that CommScope and others are after WSTL because it's so cheap at $1/share with 62c/share and no debt, but primarily because of its new products going to Verizon, ATT, and other carriers....specially those designed to overcome the near-far issue inside buildings.

  • anny.sakana anny.sakana Sep 1, 2015 12:55 AM Flag

    China's woes are actually good for AVNW because raw materials will be cheaper thus increasing margins...also, there will be less competition from cheap China suppliers....finally, AVNW does very little business in China.

  • Dataram (DRAM) will report fiscal 1Q 2016 on September 14, 2015.....with a 2M share float and trading at 0.1 X sales the stock could triple after good earnings:

    http://seekingalpha.com/instablog/41630016-alexxtreme/4327996-dram-at-1_4-might-be-a-bargain-if-it-becomes-profitable-as-the-new-ceo-believes-that-it-will

    China's woes re actually good for Dataram because raw materials will be cheaper thus increasing margins...also there will be less competition from cheap China memory producers.

    Good luck here

  • anny.sakana anny.sakana Aug 31, 2015 3:38 PM Flag

    All our under $1.5 picks: AVNW $1.19, DRAM $1.35, WSTL $1.12 are up.......

    They are all very cheap and at an inflection point....we see 300 - 500% upside on all of them....within a year. Do your own DD and you will see what we mean....This is not brainless pumping, it's sharing the wealth with our fellow investors.

    Diversify your portfolio folks....don't put all your eggs in one basket

  • Highlights:

    - Raised guidance for upcoming 4Q 2015 to be reported September 8, 2015
    - On March 3 announced restructuring to save $4M to $5M by the end of fiscal year 2015 with an incremental cost savings of approximately $10M to $12M in fiscal year 2016.
    - 56c/share cash
    - $70M market cap
    - Revenues of $340M/year
    - Institutions hold 70% of shares with several activist investors among them
    - Recently announced a multi-million multi-year contract in the Philippines
    - Named top-rated microwave specialist for 2015 according research firm Infonetics…received 7 out of 10 No. 1 places leaving CRNT, Ericsson. Huawei, Dragonwire eating dust

    Here are excerpts of the press release raising guidance:

    Aviat Networks to Release Fiscal Fourth Quarter and Fiscal Year 2015 Financial Results on September 8, 2015; Raises Fiscal Fourth Quarter Revenue Outlook

    SANTA CLARA, Calif., Aug. 20, 2015 /PRNewswire/ -- Aviat Networks, Inc. (AVNW), a leading expert in microwave networking solutions announced it is raising its fiscal fourth quarter revenue outlook to $85 million to $88 million. The previous range was $80 million to $85 million.

    The company will host a conference call at 4:30 p.m. ET on September 8, 2015 to discuss its financial results. To listen to the live conference call, please dial toll free 888-395-3227 or 719-325-2402, access code 8371663, by 4:20 p.m. ET.

    Competitors CRNT recently reported earnings surprising everyone with its return to profitability. 25% market share leader Ericsson is winding down microwave operations benefitting AVNW and CRNT.

    On March 3, 2015 AVNW announced an aggressive restructuring plan aimed at improving its financial results going forward.

    The restructuring press release stated:

    The restructuring plan is part of Aviat Networks' ongoing efforts to lower fixed overhead costs and operating expenses, and generate cash. In addition to these restructuring actions, Aviat expects to achieve additional savings from non-headcount cost reductions.

    These actions are expected to result in cost and expense savings of approximately $4 million to $5 million by the end of fiscal year 2015 with an incremental cost savings of approximately $10 million to $12 million in fiscal year 2016. These actions augment the ongoing efforts to optimize Aviat Networks' overall cost structure with the near term dynamics of the microwave radio and telecommunications markets and are expected to return Aviat Networks to profitability. The comprehensive restructuring program includes:

    • Reducing the global workforce through the consolidation of functions and simplification of operational processes, and

    • Selectively focusing on market verticals and geographies where management sees the highest potential for profitable growth.

    "We have made significant improvements to our cost structure over the last several quarters," says Michael Pangia, President and CEO, Aviat Networks. "While the long-term outlook for microwave and millimeter wave wireless transport remains positive, management is committed to running Aviat Networks as a profitable, cash generating business and these restructuring actions are a critical step in accomplishing these objectives. These additional efforts have been carefully selected to have minimal impact on the introduction of our new products and allow us to maintain our strong service offerings to support key customers around the globe."

    About Aviat Networks:

    Aviat Networks, Inc. (AVNW) is a leading global provider of microwave networking solutions transforming communications networks to handle the exploding growth of IP-centric, multi-Gigabit data services. With more than one million systems sold in over 140 countries, Aviat Networks provides LTE-proven microwave networking solutions to mobile operators, including some of the largest and most advanced 4G/LTE networks in the world. Public safety, utility, government and defense organizations also trust Aviat Networks' solutions for their mission-critical applications where reliability is paramount. In conjunction with its networking solutions, Aviat Networks provides a comprehensive suite of localized professional and support services enabling customers to effectively and seamlessly migrate to next generation Carrier Ethernet/IP networks. For more than 50 years, customers have relied on Aviat Networks' high performance and scalable solutions to help them maximize their investments and solve their most challenging network problems. Headquartered in Santa Clara, California, Aviat Networks operates in more than 100 countries around the world.

  • On August 20, 2015 Aviat Ntworks (AVNW)…..with 56c/share cash, $70M market cap, and revenues of $340M/year…. stated that it was raising guidance for the Fiscal 4Q 2015 but investors did not notice because this bit of news was included in the earnings date announcement.

    Here is the press release:

    Aviat Networks to Release Fiscal Fourth Quarter and Fiscal Year 2015 Financial Results on September 8, 2015; Raises Fiscal Fourth Quarter Revenue Outlook

    SANTA CLARA, Calif., Aug. 20, 2015 /PRNewswire/ -- Aviat Networks, Inc. (AVNW), a leading expert in microwave networking solutions, will announce financial results for the fiscal fourth quarter and fiscal year of 2015, which ended July 3, 2015 on Tuesday, September 8, 2015. Aviat Networks expects to file its Annual Report on Form 10-K shortly thereafter.

    Aviat also announced it is raising its fiscal fourth quarter revenue outlook to $85 million to $88 million. The previous range was $80 million to $85 million.

    The company will host a conference call at 4:30 p.m. ET on September 8, 2015 to discuss its financial results. To listen to the live conference call, please dial toll free 888-395-3227 or 719-325-2402, access code 8371663, by 4:20 p.m. ET.

    Competitors CRNT recently reported earnings surprising everyone with its return to profitability.

    With higher revenues and lower operating costs AVNW will improve significantly its operating results

    On March 3, 2015 AVNW announced an aggressive restructuring plan aimed at improving its financial results going forward.

    The restructuring press release stated:

    The restructuring plan is part of Aviat Networks' ongoing efforts to lower fixed overhead costs and operating expenses, and generate cash. In addition to these restructuring actions, Aviat expects to achieve additional savings from non-headcount cost reductions.

    These actions are expected to result in cost and expense savings of approximately $4 million to $5 million by the end of fiscal year 2015 with an incremental cost savings of approximately $10 million to $12 million in fiscal year 2016. These actions augment the ongoing efforts to optimize Aviat Networks' overall cost structure with the near term dynamics of the microwave radio and telecommunications markets and are expected to return Aviat Networks to profitability. The comprehensive restructuring program includes:

    • Reducing the global workforce through the consolidation of functions and simplification of operational processes, and

    • Selectively focusing on market verticals and geographies where management sees the highest potential for profitable growth.

    "We have made significant improvements to our cost structure over the last several quarters," says Michael Pangia, President and CEO, Aviat Networks. "While the long-term outlook for microwave and millimeter wave wireless transport remains positive, management is committed to running Aviat Networks as a profitable, cash generating business and these restructuring actions are a critical step in accomplishing these objectives. These additional efforts have been carefully selected to have minimal impact on the introduction of our new products and allow us to maintain our strong service offerings to support key customers around the globe."

    About Aviat Networks:

    Aviat Networks, Inc. (AVNW) is a leading global provider of microwave networking solutions transforming communications networks to handle the exploding growth of IP-centric, multi-Gigabit data services. With more than one million systems sold in over 140 countries, Aviat Networks provides LTE-proven microwave networking solutions to mobile operators, including some of the largest and most advanced 4G/LTE networks in the world. Public safety, utility, government and defense organizations also trust Aviat Networks' solutions for their mission-critical applications where reliability is paramount. In conjunction with its networking solutions, Aviat Networks provides a comprehensive suite of localized professional and support services enabling customers to effectively and seamlessly migrate to next generation Carrier Ethernet/IP networks. For more than 50 years, customers have relied on Aviat Networks' high performance and scalable solutions to help them maximize their investments and solve their most challenging network problems. Headquartered in Santa Clara, California, Aviat Networks operates in more than 100 countries around the world.

  • anny.sakana anny.sakana Aug 28, 2015 12:30 PM Flag

    DRAM keeps moving back up...last trade $1.31 4%.

    Better hurry up because this low floater will break out in a nanosecond...tale a look at its chart. Those huge short-term spikes will turn into steady and sustainable upside as the company provided strong guidance with profitability this year reverting 4 years of losses.

    Those 4 years of losses generated millions of NOLs which the company is about to sell to shoe up its balance sheet and fuel profitable growth.

  • 12-month target: $3 - $4/share

    Fiscal 1Q 2016 was the third consecutive quarter of better-than-expected results under the leadership of new CEO Tom Gruenwald.

    Recapping the highlights of Fiscal 1Q 2016 reported on July 29, 2015:

    * Beat net income consensus estimate by 2c/share
    * Delivered $21.6 million in revenues beating handily the $19.1 million consensus estimate
    * Increased revenues by 16% sequentially
    * Increased gross margin to 39.3% from 25%
    * Decreased cash burn from $5 million to $1 million sequentially
    * Cash at end of quarter was $36.7 million or 62c/share and no debt

    Key CC highlights:

    * Biggest backlog in last two years. Very strong order flow
    * Highest gross margin in the last two years
    * New sales team under Chuck Bernstein while still under deployment singed up two significant clients one in the US and one in Latin America consistent with the major goal to diversify its client base and move into high-growth areas of Latin America, Africa, Asia
    * CEO expects a ramp in new client wins in North America and globally as the sales team gets fully deployed
    * Goal is to get gross margins to a sustainable 40%+ level. 1Q 2016 was an excellent start in that direction
    * R&D expenses will go down after the current quarter as game-changer Clearlink DAS begins deployment in late 2015.
    * GAAP profitability expected in two more quarters as sales ramp up, Clearlink DAS is deployed, and R&D expenses wind down.
    * Although progress in fiscal 1Q 2016 was great, CEO says Westell team has much higher aspirations going forward and expects operational excellence to improve quarter after quarter.

    In June 2015, WSTL introduced the ClearLink DAS, a distributed antenna system that the company says can solve the "near-far" issue. In other words, when a device gets a data signal from a DAS and a simultaneous signal from a distant macro tower, performance can be degraded.

    Westell executives said that the game-changer ClearLink DAS resolves the 'near-far' issue which is particularly problematic with LTE systems and will likely get worse as carriers launch LTE in additional bands. Westell said the problem can increase when carriers use frequencies that are not continuous. For some DAS equipment makers, points of interface and DAS equipment cannot be contained on the same chassis. This is not true of Westell's ClearLink DAS which permits the combination of both of these kinds of equipment in one chassis.

    Westell will start shipping ClearLink DAS next quarter. Westwll mentioned that several companies are interested in the product with two major carriers included….ATT and Verizon are Westell’s largest clients so it is safe to assume that they are the “two large carriers interested in the product.”

    Westell is exhibiting at the OSP Expo, September 1-3rd and at the upcoming CTIA Super Mobility 2015, September 9-11th.

TWTR
28.30+0.48(+1.73%)Sep 3 4:00 PMEDT