Wed, Jul 30, 2014, 12:33 AM EDT - U.S. Markets open in 8 hrs 57 mins

Recent

% | $
Click the to save as a favorite.

Silicom Ltd. Message Board

bird_splitter 15 posts  |  Last Activity: Jul 21, 2014 8:14 AM Member since: Oct 24, 2002
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    SILC and the Market.....

    by sahmdars Jul 20, 2014 12:31 PM
    bird_splitter bird_splitter Jul 21, 2014 8:14 AM Flag

    If I remember correctly, the inventory ramped significantly and in the CC Shaike stated that they were confident they would sell it... The one thing I'm not concerned about is that they are going to make a metric s--t-ton of money as always.... You can also count on another quiet Q from PR's.... I've never seen such a quality stock taken to the wood-shed for so long.... It is almost impossible to think that the company would have any issues with the region instability, they are far too smart to allow that to happen...... I'm calling BS on this selloff and that the paddles will be used tomorrow to jumpstart this stud.... GL... I don't have any numbers in mind but they are going to be better then what the 2 analysts have targeted... I feel good about that.

    Sentiment: Hold

  • Reply to

    Second Quarter Earnings Announcement

    by schneider356 Jul 17, 2014 3:05 PM
    bird_splitter bird_splitter Jul 17, 2014 3:42 PM Flag

    Too weird

  • Reply to

    Steam roller coming

    by bird_splitter Jul 16, 2014 8:21 AM
    bird_splitter bird_splitter Jul 17, 2014 8:59 AM Flag

    Having flown into Tel Aviv several times as a pilot, they do not close the airport and their security is second to none and I just ran a search that Ben Gurion has run normal operations... Only a sandstorm will shut that place down..... Fear certainly could be a reason for the selloff but come on.... anyone that knows the Israelis knows that threats are a way of life and they are relentless.... currently there are some other airports in the area closed but not the major airport...

  • Reply to

    Steam roller coming

    by bird_splitter Jul 16, 2014 8:21 AM
    bird_splitter bird_splitter Jul 17, 2014 8:53 AM Flag

    Yes, they filed with the gov't sight but did not place an official PR with the agencies that cost $$... They could care less if anyone knew anything and that is obvious... rather then put out endless PRs they rely on their numbers to do the talking....

  • bird_splitter bird_splitter Jul 17, 2014 8:51 AM Flag

    I couldn't agree with you more, look at the one year RSI and we have been below 20 for almost 3 months!!! I have never seen this with any stock I don't think.... There are ALWAYS times when stocks are well above 80 for extended periods of time.... At some point the tide is going to turn and soon and when it does it will be spectacular.... clearly somebody has been draining their position every day for the last 3 months.....

  • Reply to

    Steam roller coming

    by bird_splitter Jul 16, 2014 8:21 AM
    bird_splitter bird_splitter Jul 16, 2014 10:18 AM Flag

    PRs are an expense...simply put, the numbers will be out in timely fashion......

  • Reply to

    Steam roller coming

    by bird_splitter Jul 16, 2014 8:21 AM
    bird_splitter bird_splitter Jul 16, 2014 10:16 AM Flag

    What I heard is that sometimes the OEMs are not accurate on their projections.... I have listented to all the CC's and one can never tell what the next q will be like.... They already have all the players so I don't see why there would be any new news that is relevent... I see that 1 analyst is projecting a down Q from last Q?? The stock price right now is end of the world price...... I never would place much value in the cc tone because they are the best at poker then any other team I know..... Let's see, I don't have a crystal ball but I would think $19MM would be the bottom and the stock price is priced for much lower...

  • bird_splitter by bird_splitter Jul 16, 2014 8:21 AM Flag

    In 8 years of watching this company I have never seen them "miss"..... the bigger the internet gets the faster it grows.... It would not surprise me to see another solid Q... I noticed that they didn't even put out an official PR for the earnings report... only placed on their website.... I just don't think they care whether or not anyone knows anything and they will let the numbers speak for themselves.... there will be a day when they want to ramp the stock price and they will do it.... If you want to learn about the news and their product launches you have to go to the website.... Otherwise you would have thought the store closed...... I have no doubt that we are going higher and to me there is 5% downside to 95% upside.... the stock price is a joke right now..

    Sentiment: Strong Buy

  • Reply to

    stock price drop

    by bird_splitter Jun 27, 2014 7:51 PM
    bird_splitter bird_splitter Jun 30, 2014 1:25 PM Flag

    My point about the lack of announcements is because they already have all the major players! All they can do now is grow from within... anyway.... what I do know is that the company is getting bigger all the time and it won't be long before we see knew highs again.... the first Q was terrible and clearly the second Q has picked up...

    Sentiment: Hold

  • bird_splitter by bird_splitter Jun 27, 2014 7:51 PM Flag

    Simply put, Q 1 in the USA was a disaster all over, they were preoccupied with a move and we get no more news because everyone uses our product that matters already. The new wins are minor and don't require a PR.... I think it is the quiet that gets the better of people and I have no doubt we will recover stronger then ever... There are still many growth drivers coming and new products coming..

    Sentiment: Hold

  • Reply to

    Silicom by the numbers-part 2

    by fish.andchips Jun 16, 2014 9:17 AM
    bird_splitter bird_splitter Jun 17, 2014 12:13 AM Flag

    Thanks for the breakdown.... It really doesn't matter what the stock price is today... the stock price will be back when it is ready and there is lots to look forward too.....

    Sentiment: Strong Buy

  • Reply to

    Observations

    by jdberwanger Apr 24, 2014 8:24 PM
    bird_splitter bird_splitter May 11, 2014 7:07 PM Flag

    agreed that there is a price to be paid and we will probably be in an uptrend on interest rates for the next 20 years....

  • Reply to

    Observations

    by jdberwanger Apr 24, 2014 8:24 PM
    bird_splitter bird_splitter May 11, 2014 10:29 AM Flag

    I don't really know why we would get a bear market now.... Fear is always in the air... We are only just over 2007 highs so in another light we are just back to where we were years ago....no is the time for the rise to happen... SILC is already priced for catastrophy and I would bet we have seen the lows already

  • bird_splitter bird_splitter May 10, 2014 12:35 PM Flag

    I am sure they get offers every day to be bought out.... Those letters just go in the trash because they are not for sale and they have yet to reach full potential.... The company is too well run for a hostile takeover and everyone agrees that the management is incredible....

    Sentiment: Hold

  • Reply to

    Observations

    by jdberwanger Apr 24, 2014 8:24 PM
    bird_splitter bird_splitter May 10, 2014 12:18 PM Flag

    I don't care if we are in a bear market or a bull market... The fact is is that SILC is going to be incredibly huge at some point. I'm #$%$ because I feel like I'm sitting on dead money but at the end of the day, data storage and cloud usage are booming and we are right there.....

    I don't even have the least bit concern about this company in the longer term and the management team is amazing and they don't care about the q to q performance.... They know that the numbers are going to speak for themselves...

    The only slight concern I do have is now the age of managment.... This may be THE only reason why they may get bought out.... The question is, how many companies will enter the ring to buy them?

    Sentiment: Hold

SILC
27.55+0.86(+3.22%)Jul 29 3:59 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.