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Merrimack Pharmaceuticals, Inc. (MACK) Message Board

boogins_00 44 posts  |  Last Activity: Dec 14, 2014 1:11 PM Member since: Jul 8, 1998
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  • Reply to

    Boogins

    by marsh1482 Dec 13, 2014 12:41 PM
    boogins_00 boogins_00 Dec 14, 2014 1:11 PM Flag

    Marsh, it has been said by folks much smarter than I that the quality the market rewards most is patience.

  • Reply to

    $6 is a great entry point

    by risicare Dec 12, 2014 1:00 PM
    boogins_00 boogins_00 Dec 13, 2014 11:35 AM Flag

    It's always 'if if if' at this stage with any new company. Always.

    The trick to investing in early stage efforts like this is figuring out which ones will get to 'when'. This is what I do, and have done for over twenty years. I look specifically for opportunities like this where the private investor actually has an advantage over the institution. Your absolutely right that there is still reasonable doubt here, but if you take some time and dig you'd find that the odds are very much in the longs favor.

    As I've said multiple times, this is the real deal. Sit on the sidelines and throw popcorn if you will, but it's probably a bit healthier…and more lucrative…to grab a piece of it while it is still cheap.

  • boogins_00 by boogins_00 Dec 12, 2014 8:07 AM Flag

    Atos is an international partnership with Sphere 3D


    From a Dutch news service:

    Atos is an international partnership with Sphere 3D and allows its customers a leading position in delivering innovative cloud and virtualization solutions.

    The strategic alignment between Atos Sphere 3D helps customers manage their digital transformation of their overall IT strategy. The question around faster performance, better security and flexible workplaces and mobility increases. More than 30% of the business market business-critical workflow tied to legacy applications that can not be virtualized.

    Sphere3D is a listed international solution provider in the field of virtualization technology and is equipped with offices in Canada and the United States. Sphere3D delivers virtualization platforms, making it possible to move all (old and new) applications of physical PCs or workstations to a virtual environment; either on location or in the cloud.

    Atos SE (Societas Europaea) is a leader in digital services with 2013 pro forma annual revenue of #$%$10 billion and 86,000 employees in 66 countries. Serving a global client base, the Group provides Consulting & Systems Integration services, Managed Services & BPO, Cloud operations, Big Data & Security solutions, as well as transactional services through Worldline, the European leader in the payments and transactional services industry. With its deep technology expertise and industry knowledge, the Group works with clients across different business sectors: Defense, Health, Manufacturing, Media & Utilities, Public Sector, Retail, Telecommunications and Transportation.

  • Reply to

    so they "delisted"..

    by marsh1482 Dec 11, 2014 7:34 PM
    boogins_00 boogins_00 Dec 12, 2014 8:02 AM Flag

    Good to see that dummy is still around with his cro magnon chant. Dependable guy, that dummy.

  • Reply to

    so they "delisted"..

    by marsh1482 Dec 11, 2014 7:34 PM
    boogins_00 boogins_00 Dec 12, 2014 3:25 AM Flag

    I'll give you a serious reply.

    This is a newly formed company with technology that appears to have been partnered with three multibillion dollar companies already: Dell, Ericsson, and Atos. News releases detailing terms have been very sparse and the only reason I can think of is that the larger companies want their customers to come to them to get Sphere's technology, and not Sphere itself, and thus have put handcuffs on them regarding how much they can talk about it.

    But we saw at Dell's booth at DellWorld the Glassware sticker on the latest Dell servers, we've seen announcements from European press that Atos is working with Sphere, and only Ericsson has publicly shared a booth with Sphere at a trade show and allows their name to be used in conjunction.

    So, in my view we are in the early innings of a long game. There is indeed room for reasonable doubt for those coming into the story now or those who are simply 'show me' types by nature. But I've been in the stock for around 18 months now, have done and continue to do serious homework, and feel this is one of the most exciting opportunities I've come across in all my investing career. If you think there are doubts now, you should have been around a year ago! What folks are saying now is nothing compared to what was said before the big boys joined up.

    What will happen eventually is that this will become a very successful company. Of that I have no doubt. In the meantime the price will be unstable as believers and non believers fight for dominance. I just sit back and watch at a distance as I've already made my decision and am very pleased to be part of this story. The noise in the meantime, is to me, just noise.

  • Reply to

    New Website

    by boogins_00 Dec 4, 2014 3:44 AM
    boogins_00 boogins_00 Dec 6, 2014 12:13 PM Flag

    Give it time, grasshopper, give it time. Staring at the computer every day makes things seem to take longer than they do. Management warned months ago that the first couple of quarters would be uneven and 'lumpy', but with Dell and Ericcson behind Sphere I'm not particularly worried about the future.

    The shorts will monkey with the price while they can, but eventually, and by that I mean early-mid 2015, the story will be out and the value will come.

  • Reply to

    New Website

    by boogins_00 Dec 4, 2014 3:44 AM
    boogins_00 boogins_00 Dec 4, 2014 8:13 AM Flag

    Yes, that's right. the word is spreading slowly but it will get out there. I mean, even the inventors didn't realize how big it was until their customers kept coming up with new uses for it!

  • boogins_00 by boogins_00 Dec 4, 2014 3:44 AM Flag

    Anyone seriously interested in this company should go to the new website, just unveiled today, and read the page on 'Glassware History and Vision'. It's the best description of the technology to date and if it does' t excite you your heart isn't beating. This software heralds the dawn of a new era. Yes, a grandiose claim, but read up and ponder the implications of what they have created.

  • Reply to

    one nothing + a computer = waste of time

    by boogins_00 Nov 30, 2014 10:27 AM
    boogins_00 boogins_00 Dec 3, 2014 3:57 AM Flag

    The numbers for this quarter and next will be pretty hard to interpret. Some of ANY's revenue this past quarter is mixed up with OVRL's because of the sell through, and in the next quarter we'll only have one month results from the combined company. So it will take time to parse out.

    But what we do know is that Dell has incorporated Glassware into their new servers, and that(probably) Ericsson has now signed on with ANY to use their technology worldwide. Roll outs in multi billion dollar companies don't happen overnight(turning an aircraft carrier takes time) and thus as long as we know these MAJOR events are underway, and others are of course very likely to follow, let's avoid the tunnel vision of staring at each quarters numbers like the company will disappear if they don't make or beat some pre determined number.

    If the underlying story were weakening I wouldn't be making this argument. I'd have a lot of doubts given the softness of this quarters income. But Peter Tassiopoulos already warned that the revenues would be lumpy at first and then plane out. I take him at his word, and given the extremely positive body language from Cyrus(forgiving debt for stock at such an early stage? That's huge in my book), and the quiet way the company is making inroads with the industry's biggest players, this is too interesting and exciting to take a short term view of.

  • Reply to

    one nothing + a computer = waste of time

    by boogins_00 Nov 30, 2014 10:27 AM
    boogins_00 boogins_00 Dec 2, 2014 6:33 PM Flag

    Be careful not to be short sighted. The folks behind this obviously aren't, and Cyrus has nursed OVRL along to health and Sphere is just getting up to bat(sorry, can't help the sports analogies). Personally I think it will take to Q2 next year to really see what is going on. Building a business always takes longer than you think. I know this from many, an I mean many, years of experience following young companies like this.

  • Reply to

    one nothing + a computer = waste of time

    by boogins_00 Nov 30, 2014 10:27 AM
    boogins_00 boogins_00 Dec 1, 2014 2:06 PM Flag

    Yours is a better analogy. Bravo!

  • Dragan, we honestly feel sorry for you, you are lost and have nothing to say. Bummer combo.

    Earnings out tomorrow, and let's get ready to compare Q over Q, the measure that matters most. Q1 this year was $1M, Q2 was $1.7M, and Q3 we'll probably know by the opening tomorrow. With the school districts incorporating Sphere's Glassware in their Chromebooks in Virginia, Florida, and Texas(and potentially others we don't yet know of) I don't expect there to be a disappointment on the earnings front. And of course that doesn't include other verticals that Dell sells into, and with Glassware now incorporated into their latest servers the ride that Dell alone provides should propel revenues dramatically from here.

    The tale will be in the numbers, and for those who can get to the Credit Suisse talk this week where Sphere will be presenting we'd love to hear from you here. We are in the early innings of a very exciting game, and with a technology that allows any device of any generation to play any software of any generation, the next few at bats should be interesting to watch.

  • boogins_00 boogins_00 Nov 29, 2014 1:38 PM Flag

    I sure hope so, we've been waiting long enough! Credit Suisse is probably just the first of many such presentations. The new company is really exciting, and hopefully Eric Kelly can communicate the potential to the investment community.

  • boogins_00 boogins_00 Nov 28, 2014 5:45 AM Flag

    Anyone predicting anything regarding earnings is just guessing. It's about as fruitful as forecasting stock prices, which inevitably disappoint. Folks consistently over shoot which leads to disappointment with even good results. Best just to wait and see what plays out. Overland and Sphere will be merged as of this time next week, a new web site will probably be unveiled(the current one says: 'Under Construction) and we should get a bit of news flow when the dust settles. ANY is presenting at Credit Suisse next week as well. Lot's going on, and let's all refrain from the amateurishness of picking numbers out of the air and believing them.

  • Reply to

    Glassware 5.0

    by poorith Nov 18, 2014 6:01 AM
    boogins_00 boogins_00 Nov 24, 2014 4:44 PM Flag

    Was just teasing, not serious at all.

    The war is far from over, and I think the shorts will win some battles, but the longs will prevail. There is just too much at work here that has been validated by too many folks for this to be hot air.

    This I DO know.

  • Reply to

    Glassware 5.0

    by poorith Nov 18, 2014 6:01 AM
    boogins_00 boogins_00 Nov 24, 2014 7:51 AM Flag

    He's already sold, but now he has to buy back!

  • Reply to

    Glassware 5.0

    by poorith Nov 18, 2014 6:01 AM
    boogins_00 boogins_00 Nov 21, 2014 3:24 AM Flag

    The complicating factor here is the merger with Overland. I don't know, but am guessing that there has been a news blackout pre merger to keep opportunistic lawyers at bay(pure speculation on my part, but rational). So there has been a dearth of hard news and a lot of us have been digging where we could to find out things. We know that Glassware has been included in 30,000+ Chromebooks in the Richmond school system where it has been an enormous hit, we know that Dell at DellWorld took it on themselves to put the Glassware sticker on the back of their new servers for all the world to see, we know that several independent tech bloggers call Glassware a game changing technology and think it represents an existential threat to some very big players.

    So yes, the company isn't well known yet but word is spreading fast. Personally I am expecting more news post the merger(end of month) and I am also optimistic about the earnings for Sphere this quarter. The combined entity could be a powerhouse as Glassware is marketed to legacy customers for Overland around the world. Add Dell's apparent adoption, a potential partnership with Ericsson, and this small, relatively unknown company starts to look like a pretty good bet.

  • Reply to

    Glassware 5.0

    by poorith Nov 18, 2014 6:01 AM
    boogins_00 boogins_00 Nov 19, 2014 4:04 AM Flag

    Oh, just ask Dell why they included the Glassware logo on their latest servers at DellWorld, and check out the various websites that are announcing the sale of joint Dell / Sphere products beginning in December.

    It's all vaporware, of course, because some poor schlep on a message board knows better.

  • Reply to

    short squeeze has just begun

    by loshtipapa Nov 16, 2014 4:19 PM
    boogins_00 boogins_00 Nov 17, 2014 4:39 AM Flag

    Practically haiku, risi, not bad. Actually it's closer to iambic pentameter, but it's a pleasure to see wit here.

  • Reply to

    Hey duuummmmy!!!!

    by boogins_00 Nov 15, 2014 3:51 PM
    boogins_00 boogins_00 Nov 16, 2014 3:15 PM Flag

    Yes, this is why I have not got any shares for sale at any price. Thirty bucks would be tempting( 3000% gain!) but I honestly think you come across stocks like this once in a generation. So, for better or for worse, I'm in for the long haul.

MACK
10.42+0.13(+1.26%)Dec 18 4:00 PMEST

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