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Cisco Systems, Inc. Message Board

bingme2001 11 posts  |  Last Activity: Apr 19, 2016 3:58 AM Member since: Jan 21, 2001
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  • Reply to

    Nice Qtr- stayed pat on projections

    by featurestocks Apr 18, 2016 6:26 PM
    bingme2001 bingme2001 Apr 19, 2016 3:58 AM Flag

    That was very nice. Revs are ramping well. Margins are really impressive to.

  • bingme2001 bingme2001 Apr 15, 2016 9:40 PM Flag

    It would not be weird. I am actually expecting it to. It will be revenues not earnings this Q IMHO.

  • Reply to

    Marching to $3 and beyond!

    by sapplee Mar 24, 2016 10:40 PM
    bingme2001 bingme2001 Mar 27, 2016 11:32 AM Flag


  • Reply to

    Marching to $3 and beyond!

    by sapplee Mar 24, 2016 10:40 PM
    bingme2001 bingme2001 Mar 25, 2016 9:36 PM Flag

    Over what period of time?

  • Reply to

    Anagog investment questions

    by bingme2001 Feb 2, 2016 2:30 AM
    bingme2001 bingme2001 Feb 15, 2016 5:24 PM Flag

    Finally got a chance to listen to the conference call. Some good detail on this transaction (1.2M invested for a 10% stake in Anagog) and a restatement of the logic behind this investment. Also spoke with IR last week which was helpful. Satisfied with the answers and info. Still hope they are more transparent on future PR and not wait for a quarterly reports to provide reasonable detail.

  • bingme2001 bingme2001 Feb 12, 2016 8:08 PM Flag

    I am loading up...if that helps Profit.

  • Reply to

    Market Woes

    by dogpal2 Feb 11, 2016 9:54 AM
    bingme2001 bingme2001 Feb 11, 2016 12:43 PM Flag

    Added today as well. If it drops again tomorrow, will continue to add. It was a good Q4 and a good 2015. Expecting the same or better for 2016. Fundamentals, margins, and profits all pointing up. So averaging in this week.

  • Reply to


    by kor669_2008 Feb 9, 2016 8:30 AM
    bingme2001 bingme2001 Feb 9, 2016 10:35 AM Flag

    Buying today. Bought yesterday. Averaging. They are doing fine.

  • Reply to

    Anagog investment questions

    by bingme2001 Feb 2, 2016 2:30 AM
    bingme2001 bingme2001 Feb 6, 2016 4:55 AM Flag

    Update. No response from GIG.
    Response from counsel...paraphrased...
    If it is not "Material" to the company's financial condition or projections, then SEC filing may not be required. If the announcing company is the one making the investment, then it has a good probability of being "Material"...this is a grey area. Many companies make private investments and do not disclose any details, most of the time they do not even disclose the investment.

    ...I still feel their PR should have provided additional details and am frustrated by the opacity of this transaction. Perhaps this will be addressed on Monday during the conference call. GLL.

  • Reply to

    Anagog investment questions

    by bingme2001 Feb 2, 2016 2:30 AM
    bingme2001 bingme2001 Feb 3, 2016 2:31 AM Flag

    I don't know. That is the point of all those questions. Gigoptix has not to my knowledge made a direct investment into another privately held company on an equity financing. It could be a great deal, it could be a terrible deal. I don't know. But with a little more information I (and we) could be informed investors and not acting on blind faith. I try hard to be an informed investor for every position I take.

    I don't know if Gigoptix is required to file with SEC any information with regards to this deal. I also don't know what the timeline would be for that filing to be made if it is required. I suspect that my very competent corporate counsel would be able to provide those answers but he bills out at a pretty steep rate and he has a very active practice. I would rather just have my shareholder questions answered by the contact listed in their PR (Raluca) or by Avi (who is a pretty good guy). So far I have received no response from Avi or Raluca. Nor have I seen any changes on the PR sites of GIG and Anagog and no SEC filings associted with this. I will give it another day or two before soliciting outside advise w/regards to filing requirements (or lack thereof).

    Like I said in my email, in general I trust Avi's judgement but the information provided on this transaction does not meet my standards. Does it meet your standards (anyone) or am I the only one expecting more transparency from GIG management with regards to this transaction. It is a bit different from anything they have done before.

  • Just sent the following email to Avi and Raluca. Will let you know if I receive a reply.

    Dear Avi and Raluca,
    Please be more transparent with your shareholders on the investment in Anagog's Series A financing made recently by Gigoptix. Anagog has no PR related to this financing on their website at present. Their only PR is a December 2014 financing of $1M (Seed round?). No news is available through several commonly used search engines. The PR available on Gigoptix website does not provide any details of the transaction as well. In general, I trust your decision processes and appreciate the growth of GIG but feel that you would best serve the company and its shareholders by being much more transparent about this transaction

    In the spirit of transparency for your shareholders, please address the following questions:
    Will Avi receive any compensation (stock, cash, other) associated with his joining their Board of Directors?
    If so, what is this compensation?
    What was the pre and post money valuation for this financing round?
    How much did Gigoptix invest?
    How many shares were purchased?
    What rights and preferences are afforded the class of shares purchased?
    Are current shareholders at the time of purchase going to receive any rights or preferences to purchase shares of Anagog in future financing activities?
    Are you obliged to file this financing with SEC?
    If so, when can we reasonably expect to see such a filing?

    Best wishes,
    PS: Any and all responses will be shared with my fellow investors on the Gigoptix Yahoo message board.

    CC: Ofer Tziperman, CEO Anagog

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