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Tessera Technologies Inc. Message Board

bot_feeder 103 posts  |  Last Activity: Apr 29, 2016 11:17 AM Member since: Sep 13, 1999
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  • bot_feeder by bot_feeder Mar 3, 2016 9:46 AM Flag

    I remember in the Q & A session of the last conference call, Fallon said something along the lines of "I wish the investor community would figure out that we are not Ciena."

  • bot_feeder by bot_feeder Feb 19, 2016 10:38 AM Flag

    I invested in a lot of ACLS shares based on their new product line which holds promise of winning them big market share increases in the next few years.

    And that still appears to be a well-founded point of view.

    However, what I failed to look at was the market for ion implanters overall. When they indicated the TAM in 2016 is projected to be lower than 2015 it made me realize this major oversight on my part.

    Articles on the implanter market lead me to now realize that the future for ion implanters is not necessarily a great one. I see articles talking about how some new semiconductor process nodes may rely more on doping techniques other than implantation.

    In light of this I am now thinking my expectation that ACLS will rise to $10 or so per share over the next 2-3 years may be naive. I still think it's a decent investment, but the upside may be a lot less than I thought.

  • bot_feeder by bot_feeder Feb 12, 2016 10:20 AM Flag

    Up a little, down a little, doesn't really matter in the bigger picture.

    Give the company 2-3 years. I don't intend to be greedy, When it hits 40 I'll take my profits.

  • bot_feeder by bot_feeder Feb 2, 2016 11:22 AM Flag

    We all know INFN is a strong technology company, but I would think that in general most all stocks have about a 50/50 chance of going up or down. INFN has great business prospects, but expectations for the company reflect that. A good quarterly performance is a disappointment leading the stock to go down while an excellent quarterly performance will push the stock higher.

    That being said, the stock isn't exactly toppy right now as it has had its fair share of decline in the recent market slump.

    So I think the upside potential is better than the downside for today's quarterly report.

  • Reply to

    INFN is getting beat for what...

    by imagine4example Apr 28, 2016 11:25 AM
    bot_feeder bot_feeder Apr 28, 2016 1:11 PM Flag

    Days like today are necessary if one hopes to not just do well in the stock market but to do really well.

  • Reply to

    Getting real tired of this

    by zoecollins23 Feb 25, 2016 7:41 PM
    bot_feeder bot_feeder Feb 26, 2016 1:33 AM Flag

    Getting real tired of spam like yours.

  • bot_feeder by bot_feeder Mar 3, 2016 9:50 AM Flag

    Harry Photon of Botfeeder Hype and Value Report says Ciena's not a good pic.

  • bot_feeder by bot_feeder Apr 27, 2016 6:18 PM Flag

    A little turbulence here and there, lots of forces working toward this company doing awesome in the long term.

    Synergystic benefits of Infinera+Transmode business clearly will take a few quarters to get the verdict on.

    That short haul data center issue a month or two ago sounds like it it is of negligible significance.

  • bot_feeder by bot_feeder Apr 28, 2016 12:10 PM Flag

    Analysts are revising their recommendations on INFN from "buy high" to "sell low".

  • Reply to

    expectations game

    by bot_feeder Feb 2, 2016 11:22 AM
    bot_feeder bot_feeder Feb 2, 2016 3:10 PM Flag

    Did I get the date wrong? I thought they were due to report Feb 2.

  • Reply to

    expectations game

    by bot_feeder Feb 2, 2016 11:22 AM
    bot_feeder bot_feeder Feb 2, 2016 3:12 PM Flag

    whoops. I checked my notes, Feb 11 not Feb 2. That is great, I thought I had a schedule conflict and had to decide whether to listen to ACLS or INFN today.

  • Reply to

    CSCO announces acquisition of INFN for $3.2B

    by sensible_as_123 Feb 19, 2016 12:17 PM
    bot_feeder bot_feeder Feb 23, 2016 2:25 AM Flag

    That would only bring the stock price back to where it was a few months ago. I would prefer to see $5-6 billion.

  • Reply to

    faro

    by bot_feeder Feb 24, 2016 8:18 PM
    bot_feeder bot_feeder Feb 24, 2016 8:22 PM Flag

    They sure talked a lot about the reorganization in the conference call. I don't have much basis to judge whether it sounds good or not. I guess the basic idea is organize along "verticals", which I gather means divide up the organization in groups focused on particular industries and thus be able to tailor the products to meeting specific needs of that particular industry, instead of making generic instruments.

    I would imagine the tradeoff is potentially less economy of scale selling lower volumes of a lot of specialized products rather than higher volumes of generic products. However, I presume that their goal is to standardize the products as much as possible except for those features of the product where specialized features provide a real benefit for the particular application.

  • Reply to

    What's up?

    by two_bagger Feb 5, 2016 1:53 PM
    bot_feeder bot_feeder Feb 7, 2016 1:40 AM Flag

    Volatility is just opportunity. What matters is what is this company's prospects? If it is destined for a share price of let us just hypothesize $40-50 two years from now, whether it is $14 per share today or $20 per share today in my view has absolutely zero bearing on where we will be two years from now. But it does mean that you will get a lot better return if you are able to get some today at $14 rather than $20.

  • bot_feeder by bot_feeder Apr 26, 2016 5:22 PM Flag

    Q&A session generated a lot of questions prefaced with "congratulations on the great quarter"

    Afterhours is sketchy on a small company like this but it appears it may be up a buck or so tomorrow.

  • I see someone already said what a bloodbath.

    WHAT A FRIGGIN BLOODBATH.

    Only one thing to do. I bought 1500 more shares.

  • Reply to

    Why is there so much selling pressure?

    by deepthought2030 Apr 28, 2016 11:26 AM
    bot_feeder bot_feeder Apr 28, 2016 11:59 AM Flag

    At 12 INFN's enterprise value to gross profits ratio is about 4. I consider a ratio of 4 a reasonable valuation for a good solid tech company that has 5-10% annual growth on a sustainable basis.

    For a much faster growth company like INFN, it's a great value.

  • bot_feeder by bot_feeder Feb 25, 2016 12:55 PM Flag

    Sold some today for profit at 31, kept some because it is still a good value.

  • bot_feeder by bot_feeder Apr 29, 2016 11:17 AM Flag

    Those who have been emphasizing metro I think are on the right track. If INFN's success is limited to transport and data center then they will be a mediocre investment. If they can marshal up some synergies to become a major player in metro, they should be a good investment.

  • Reply to

    great quarter

    by bot_feeder Apr 26, 2016 5:22 PM
    bot_feeder bot_feeder Apr 26, 2016 5:23 PM Flag

    Wonder if there's any possibility of a buyout on the horizon. Techs love to do growth rather than value investing. NANO is moving from a value to growth stock as their business performance improves while their stock price is no longer as great a bargain. Just the kind of company others like to snap up.

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