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Fusion-io, Inc. Message Board

applengineer 598 posts  |  Last Activity: 10 hours ago Member since: Jun 23, 2010
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  • Reply to

    NQ Files 20F on Monday June 23

    by bpl000001 Jun 20, 2014 7:39 AM
    applengineer applengineer 10 hours ago Flag

    What did you say this, bpI000001??

  • Reply to

    Monday, June 23 is D-DAY

    by bpl000001 Jun 23, 2014 12:16 AM
    applengineer applengineer 10 hours ago Flag

    What happened here, bpI000001??

  • Reply to

    NQ JUST SIGNED NEW CONTRACT AT&T

    by bpl000001 21 hours ago
    applengineer applengineer 10 hours ago Flag

    bpl000001 • Jun 20, 2014 7:39 AM Flag
    1users liked this postsusers disliked this posts0Reply
    NQ Files 20F on Monday June 23
    Which is exactly 8 months from the date MW accused NQ fraud.
    "I can personally attest that this has been the toughest 8 months of my professional career. The saying that “whatever doesn’t kill you, makes you stronger” certainly applies here. I am stronger today than I have ever been"
    Sentiment: Strong Buy

    bpI000001: You're full of manure

  • Reply to

    OT: Anybody here own a GOPRO camera?

    by hairyassgreek Jul 23, 2014 11:36 AM
    applengineer applengineer Jul 23, 2014 12:13 PM Flag

    Go to the skateparks and you'll see few with GoPro - lots and lots of CHEAP Chinese knock-offs though. Don't be fooled, the knock-offs perform as well as GP cams. So those asserting GPRO as a commodity are correct, imo.
    GPRO as a media co? Far-fetched, imo.
    So what else does GPRO have going for it? Stock trading momentum partying like it's 1999.

  • Reply to

    Is this the same press release 2 years later?

    by somejustice4all Jul 23, 2014 10:52 AM
    applengineer applengineer Jul 23, 2014 10:57 AM Flag

    It's called re-branding.

  • Reply to

    NQ Mobile and Brightstar

    by applengineer Jul 23, 2014 10:49 AM
    applengineer applengineer Jul 23, 2014 10:54 AM Flag

    You're obviously new to the board. I've been here since the dawn of time, bozo.

  • applengineer by applengineer Jul 23, 2014 10:49 AM Flag

    Rather than bashing with childish insults, I'll give you a clue to the "old" news:

    a) eSecuritel already provides VZ resellers with insurance bundles
    a) eSecuritel already provides insurance bundle for Diamond Wireless (VZ), with NQ Mobile apps (announced in Nov, 2013)
    b) eSecuritel already provided insurance bundle for A-Wireless (VZ)
    c) eSecuritel = Brightstar
    d) Brightstar and NQ Mobile signed go-to-market agreement to market mutual products in 2011
    e) On July 23, 2014, NQ announces NQ Mobile Assurance "branded" insurance bundle with NQ Mobile Apps for A-Wireless

    Brightstar was Chis Stier's baby, so expect more VZish announcements.
    But is being a channel partner distributor the holy grail of the 2-5-10 plan or just fluff?
    Additionally, did you know NQ pays a fee to pre-load NQ apps on device makers and service providers? Check out page 15F of the last 20-F.

  • Reply to

    First Rollout for iPhone.....NOT!

    by applengineer Jul 23, 2014 9:36 AM
    applengineer applengineer Jul 23, 2014 9:42 AM Flag

    I left out the title to the last pump PR: BEIJING and DALLAS, Nov. 21, 2013 - PRNewswire - Diamond Wireless Offers Monthly Insurance Bundle to Include Flagship NQ Mobile(TM) Security, Privacy and Family Protection Solutions
    Diamond Wireless, an authorized Verizon Premium Retailer, to offer insurance bundle at 364 locations across the US in early 2014

  • Really? The stock did nothing on this announcement: BEIJING and DALLAS, Nov. 21, 2013 /PRNewswire/ -- NQ Mobile (NYSE: NQ), a leading global provider of mobile Internet services, today announced that Diamond Wireless, an authorized Verizon Premium Retailer, will offer NQ Mobile's flagship products as part of the monthly Diamond Wireless Protection program or DWP. The new program will begin to roll out in December and will be fully rolled out through Q1 2014 at all Diamond's 364 authorized Verizon Premium Retail locations across the U.S. including 154 newly added locations within BJ's Wholesale.
    Diamond Wireless will offer both DWP Basic and Premium programs for both Android and iOS. The DWP Premium service will include select NQ Mobile products. Customers will be able to purchase and enroll in the DWP Premium program in the retail locations at the time they purchase a new iPhone or Android device.
    Who's lying now?

  • applengineer applengineer Jul 18, 2014 9:40 AM Flag

    How can you resign if you get fired first?

  • Think about it for a minute. If YDT is cleared of the RT allegation, it clears a major allegation for NQ - and a huge weight will lift off investors shoulders. So if Henry wants to help the stock and Rachel wants to help Henry - assuming no RT existed at any given time, it's a WIN-WIN for shareholders and the company.
    Bottom line: There is absolutely no downside to an expanded audit of YDT if Rt'ing doesn't exist - and I doubt for a minute that Rachel would refuse the audit considering the bulk of YDT's revenues and/or it's very existence may depend on NQ's survival.

  • When will Fred WAKE-UP?? Doesn't he have a responsibility and duty to be mindful of the enormous losses his clients have suffered on his flawed recommendation?? On March 12, 2014 Topeka's Fred Ziegel affirmed his Buy rating and $36.75 price target, before lowering to $30 on April 11, only to raise it half way up again to $33 on May 1, and then to reiterate it AGAIN June 10. Ziegel said on May 1, "We reiterate our Buy rating ($33 PT) while reducing our 2014 EPS estimate to reflect the margin dynamics of the NQ business model." "Margin Dynamics"?? What a shill.

    The reality of NQ's "margin dynamics" is: Gross margin is plunging 1900 basis point YOY and 1070 points sequentially. Gross margin was 48.8% in the fourth quarter of 2013, compared with 67.8% in the same quarter a year ago and 59.5% in the previous quarter. During the April 10 earnings call, management excused the decline in gross margin due to "increased revenue contribution of mobile games and advertising, which have lower gross margins than the mobile security subscription revenues". Well, how are mobile games on fire when FL Mobile's itunes publisher account is still suspended - and how can NQ's advertising model be relevant when NQ Mobile has a missing viral social element?

    So if you listened to Fred on the March 12 client note when shares were trading at $18.91, you are now down a staggering 85% on your NQ investment - and only 1100% away from his $33 price target.

    Of note are three of the five analysts covering NQ, Piper Jaffray, Canaccord, and Wedge, who've acted responsibly by either terminating or suspending coverage. The lone "outliars" are now Topeka and Macquire.

  • In light of the topsy-turvy news this morning, I reflect on my earlier thoughts:
    NYSE Noncompliant Issuers: NYSE Regulation publishes a list of issuers that are noncompliant with NYSE quantitative/qualitative continued listing standards (collectively “.BC”) or that are delayed in filing an annual or interim report required pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 (a late filer or “.LF”). Of course, the list includes NQ, one of only 21 companies on the list.

    So we know the NYSE is watching NQ like a hawk. They sent a letter to NQ headquarters 10 days after the two week extension requesting a "Plan", on or about May 25, 2014. Exactly one month later, and no official press on a "Plan" or synopsis of communication with the NYSE to allay investor fears.
    From NYSE 802.03: "Within 30 business days after receipt of the letter, NQ must contact the Exchange to confirm receipt of notification, discuss any possible financial data of which the Exchange may be unaware, and indicate whether or not it plans to present a Plan. NQ has 3 months from the receipt of the letter to submit its Plan to the Exchange for review; otherwise, suspension and delisting procedures will commence."

    One would assume since NQ issued 82 press releases (many redundant) last year, some just to announce malware variants detected by NQ Mobile Security, they would've mentioned positive developments with the exchange they exist on - IE, the PLAN.

  • "PwC has requested that the Company provide PwC with access to multiple third parties' original bank statements and financial records."

    On Yidatong:
    1) Why did YDT's email servers ping back to NQ's IP?
    2) Why did NQ lend YDT $2,279,000 mil to pay for YDT's G&A, and then claim YDT as an unrelated party?
    3) Why did NQ use YDT as a SP when they have their own SP license?
    4) Why did NQ classify YDT as an unrelated party? Xu being director of YDT since February 2006 while working for NQ through 2008 - then leaving to buy 75% equity in YDT.
    5) Why did NQ buy a dozen companies in 2013 (many lacking core asset synergies) and not buy YDT? After all, YDT reportedly provides NQ with $20-25 mil of annual revenues, net of YDT's fees, which would be immediately accretive to NQ's bottom line.
    These are just a few of the many YDT questions inquiring minds want to know.

    On Asiainfo-Link
    Mrs Ying Han, NQ's SI committee chairperson resigned from the audit panel for "personal reasons". Han was also VP and former CFO of AsiaInfo-Linkage - the second purported RT SP vehicle on JCap.
    So is there more to this story too?
    The walls keep crumbling down.

  • applengineer applengineer Jul 17, 2014 10:25 AM Flag

    Who knows, maybe I'd have lost my mind too if I saw my asset evaporate from $10000 to $1900 in the course of 5 months.

  • applengineer applengineer Jul 17, 2014 10:19 AM Flag

    OK, Assistant to the Chief MB Jester

  • applengineer applengineer Jul 17, 2014 10:19 AM Flag

    OK, Chief MB Jester

  • applengineer applengineer Jul 17, 2014 9:40 AM Flag

    Hey coach, you make Cumberland look bad. You're obsessive attack on a mb poster only reinforces your desperation and discredits you even more than you already have been discredited. It would make more sense to worry about your beloved NQ, or at a minimum project your anger at NQ mgt for failing you and investors who are now all underwater.

  • applengineer by applengineer Jul 16, 2014 12:15 PM Flag

    From the MoneyShow 2/17/14:

    Steve Halpern: Maybe you'll share a couple of those opportunities directly with our listeners and perhaps tell us a few names of the stocks that people should have on their radar.

    Jim Oberweis: Yeah, you know, and I'll give you an example of names that people hate too, because sometimes those can be some of the most exciting ones. One, if you pull up—that's been in the news a lot lately—as shareholder, is a company called NQ Mobile (NQ).

    When people hate Chinese equities it's really easy to call—to use the word fraud and point the finger without a lot of documentation and really bring down the price of stock. That happened at NQ.

    We had a reasonable sized position when Muddy Waters wrote a report. We actually became the largest shareholder of the company and brought our position to 1.8 million shares, at, around, $11.

    I was there in China. I visited the company, I went to the bank, I checked their financial statement, we met with their companies, we met with the distributors, we met with everybody and walked away thinking that, at a minimum, the bearish reports were greatly, greatly over-exaggerated and more likelym were just wrong.

    Anyway, the stock is back up to $18 but we still like it here. We think at this level it's a great price.

    Overweis now down over 60%!
    Whale wisdom.

  • applengineer by applengineer Jul 16, 2014 10:24 AM Flag

    Interesting to note that Henry's been DEAD silent on his blog since April 11, 2014 - while tons of nonsensical propaganda and photo albums (lots of SCVs) posted up until then. So the total silence from Henry coincides with the Q4 2013 earnings release on April 11 (China time). Remember this famous last quote at the END of the cc?

    Michael Walkley - Cannacord Genuity
    Okay, that's helpful. And I guess just last question from me and I'll pass it on, is, any updated timing on just when the 20-F might be filed? Is there a certain date in mind or is there a certain deadline you have to have that filed by just to -- just that'd be helpful. Thank you.

    Omar Khan - Co-CEO
    Yes. Thanks, Mike. So based on the current fully integrated schedule that all the parties associated with the process are working from, we are planning on meeting the statutory deadline for the 20-F.

    Michael Walkley - Cannacord Genuity
    And what is that date?

    Omar Khan - Co-CEO
    The end of the month. The end of April.

    Michael Walkley - Cannacord Genuity
    Okay. Great. Thank you.

    There are no coincidences in life - I believe the dead silence on Weibo and Khan's skirting of the 20-F discussion until the unavoidable question at the very end of the call - reinforces the theory that NQ mgt new more than they chose to disclose during the Q4 conference call. Quite sketchy indeed.

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