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Falconstor Software Inc. Message Board

bottom_stkpicker 11 posts  |  Last Activity: Oct 20, 2014 2:47 PM Member since: Oct 14, 2004
  • bottom_stkpicker bottom_stkpicker Oct 20, 2014 2:47 PM Flag

    Stock is behaving more earratic..more downwards with increase volume ..specially after Chris Poelke presentation on Oct 5

  • Someone is averaging down big time or earning is leaked and revenue is in single digit and wants to get out..

    Nathala Group ..built position of around 3 million in last 1 year between 1.3 and 1.6..

    Someone sells 10k and then buys 10k ..with a gap of 5%..

    Support is totalling missing..

    GL

  • Reply to

    These Board of directors have destroyed Falc

    by elmer_drip Sep 20, 2014 4:03 AM
    bottom_stkpicker bottom_stkpicker Oct 14, 2014 12:33 PM Flag

    Someone wants to get out at any cost..yesterday and today volume was huge for this small cap.

    The reality will come out in a month along with earning release

    GL

  • bottom_stkpicker by bottom_stkpicker Oct 8, 2014 9:32 PM Flag

    I was bullish on DRWI but now skeptical on Management ..how they sold the last secondary..by artificially pumping the stock on Reliance deal where they knew they were 20% ..80% is CRNT..Check the timing of news events from May'14..Reliance news..coverage from CIBC..raising guidance by 2 million..earning and then secondary with CIBC as lead manager..

    Secondly they need 60 million to break even if on current trajectory..don;t see that happening until Sprint comes and start spending b/c Reliance revenue will taper off..

    Out of 33 million currently on balance sheet..they own 9 million to Nokia...so another 25 net cash left..

    After Q3, it will be below 20 million..

    I don't any more secondary support if they r not break even in Q4..then Q1 will be traditionally slow qtr..

    GL

  • Reply to

    These Board of directors have destroyed Falc

    by elmer_drip Sep 20, 2014 4:03 AM
    bottom_stkpicker bottom_stkpicker Sep 26, 2014 1:28 PM Flag

    I hope they win any new customers also..currently valuation is pretty pathetic..but revenues are also going down.

    Market cap : 54 million
    Cash : 28 million
    Deferred rev : 33 million
    Annual rev : 45 million
    GM : 70-75%

    or they r cooking books..

    Wall street is telling them..revamp your product and sell yourself..no chance to compete in storage market if u don't have scale..

    Still they have to get 4.5 million from Violin ..any new revenue stream from new product..they will be hugely profitable as Opex has been cut to bottom..

    otherwise dead money...or show me stock.

    GL

  • bottom_stkpicker bottom_stkpicker Sep 11, 2014 6:50 PM Flag

    Keep living in denial..

    Listen to Q2 cc..CEO is saying q3 breakeven or little loss..q4 will be cash flow positive ( will bring cash to BS )

    Listen to conf 2 days back one....CEO is saying q4 may break even or it may be Q1 next year..

    Within month..he is scaling back..

    Q3..intel will save the loss..

    Q4..if Verizon revenue r not recognised..look for cash to dip again less than 10 million...Nasdaq warning..

    In last 4 CC's, he has said about lot of deals...except Sprint none could be 10% in any one except intel one time...that means none of the highly hyped deals could generate 1 million dollar

    Panasonic..Gemalto...none

    Getting a sense..CEO over promise and under deliver..

    He even didn;t have the courage to buy 1 share in open market..if he believes so much in his ideas..except getting free options ( stock options last qtr 1.5 million if u exclude from gap earnings )

    Long time institutional investors have started dumping..

    ROYCE & ASSOCIATES LLC..reduced 50%..sold 1 million
    SOPHROSYNE CAPITAL LLC..completely gone from 2million to almost zero

    Just be careful..

    Invest it wisely with full research

    GL

  • bottom_stkpicker bottom_stkpicker Aug 28, 2014 4:29 PM Flag

    Q2 and Q3 ..they will be supplying to indian operator...There was small catch in Q2 cc ..small cell deployment..if this takes off...u will see repeat of 09-10..when clearwire was trigger. If small cell is coming to deployments...cisco will be trigger..as same time last year..they were integrated into cisco small cell solution...plus sprint deployment..plus nokia along with it...

    In short, lot of events coming..let's see how it goes.

    In technical front..broke 200 day moving avg..1.46..to confirm the breakout and resume new uptrend..need to break 50 days moving avg..1.7

    GL

  • bottom_stkpicker bottom_stkpicker Aug 14, 2014 2:13 PM Flag

    move ur needle another year back ( Jan;09 to Jan'10 ) ..may be u r missing something big which is about to come again ..just a heads up..when nokia microwave business was bought by dragonwave..it's revenue contribution was in neighbourhood of 50-60 million..currently we r scratching the surface to get back to that level ..last 2 qtr ( Q4 : 12 million , Q1 : 16 million )

    Time will tell

    GL

  • bottom_stkpicker by bottom_stkpicker Jul 30, 2014 3:16 PM Flag

    Looks like they r unable to raise money at current prices...If not soon, see u in 1.6-1.8 range

    GL

  • bottom_stkpicker by bottom_stkpicker Jul 23, 2014 11:25 AM Flag

    ctrl-I was suppose to be released by now as they advertised in Mar-Apr..when it is coming..

    GL

  • bottom_stkpicker by bottom_stkpicker Jul 22, 2014 2:30 PM Flag

    How it impacts mojo...positive or negative

    --
    Shield Tablet dumps the original Shield's 5-inch screen in favor of a bigger 8-inch, 1080p display, swaps the original Tegra 4 in favor of K1, and drops the controller bit entirely
    --

    GL

FALC
1.090.00(0.00%)Oct 21 4:00 PMEDT

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