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Falconstor Software Inc. Message Board

bottom_stkpicker 10 posts  |  Last Activity: Feb 25, 2015 9:02 AM Member since: Oct 14, 2004
  • bottom_stkpicker by bottom_stkpicker Feb 25, 2015 9:02 AM Flag

    On 14th Jan, after pre-announcement , they maintained hold and saying impressed with results but stock is expensive..

    looks like they accumulated shares in 1.8 ( old peak ) to pull back range ( 1.4 ) and today upgrading the stock to Buy..with particularly no change in share price..

    GL

  • Reply to

    At $1.80!

    by debtkills Feb 25, 2015 8:14 AM
    bottom_stkpicker bottom_stkpicker Feb 25, 2015 8:41 AM Flag

    PE comes later in valuation..first comes the market cap. company growing with 25% and GM 75-80%..and expected to be profitable for whole year..

    Starting point is 2 * Sales+ cash = 100 million

    Once they start showing the results..it normally peaks in 4 or 5 times sales..

    So it can go up to 200-250 million market cap..

    Extrapolate share price accordingly.

    GL

  • I am in with 20k at 1.47 ( bought 10k at 1.46 while back and another 10k today at 1.48 ) . If in tomorrow's call they give some specific evidence of revenue growth ..how MSO contract or Verizon contract are going and will contribute to revenue growth..it will begin it's upward trajectory. otherwise another 3 months wait..

    GL

  • bottom_stkpicker bottom_stkpicker Feb 13, 2015 4:59 PM Flag

    Currently they r doing right..new product portfolio towards cloud and flash..growing sales through partnering ..Spending on new products is already done..if they can bring little bit sales from this new product ..with 75-80% GM..bottom line will be huge..

    Hold tight..

  • Reply to

    Is cablevision their new MSO customer

    by bottom_stkpicker Feb 10, 2015 8:51 PM
    bottom_stkpicker bottom_stkpicker Feb 11, 2015 11:31 AM Flag

    back in today at 1.46 with my 10K shares ( first half ).

  • bottom_stkpicker by bottom_stkpicker Feb 10, 2015 8:51 PM Flag

    Last 2-3 weeks ..lot of press about CableVision Freewheel service and Google also tying up with Sprint/T-mobile to use their network as MVNO

    Connecting dots..

    Clearwire..smithmicro relationship started in 2011-12..sprint came and then now google coming

    Cablevision starting Freewheel service in NY in Mar'15..and the handset is android based..

    Both are android based handset provider starting in the area of wireless/wifi..and smithmicro ideally fitting in based on past relationship and press releases..

    Just speculating..may be true or not..time will tell..

    Though I sold my position at 1.7 initially 2-3 weeks back ..but above development makes me re-thinking of entering back...

    technically 50 day has crossed 200 day moving avg..and both r rising..so uptrend has been established..

    GL

  • Reply to

    Prediction

    by tltsahoy Nov 26, 2014 6:52 PM
    bottom_stkpicker bottom_stkpicker Jan 16, 2015 12:06 PM Flag

    I never mentioned about buying at 1.65

    Bulls make money
    Bears make money
    Pigs gets slaughtered.

    yes..it may go to 2..no regrets..happy with my gains..
    If it retraces back, sure will look into it.

    GL

  • Reply to

    Prediction

    by tltsahoy Nov 26, 2014 6:52 PM
    bottom_stkpicker bottom_stkpicker Jan 16, 2015 11:12 AM Flag

    Sold my 20k today..at 1.65 ..had nice run from .98 to 1.65..market is choppy ..nothing against SMSI..

    Good luck

  • Reply to

    Small cell expanding with Vodafone

    by ocenergy56 Dec 29, 2014 2:29 PM
    bottom_stkpicker bottom_stkpicker Jan 12, 2015 10:39 PM Flag

    Google on ' Nokia dragonwave Taylor' .. Second search ..Will give u glimpse of Nokia dragonwave relationship is bringing coming year ..2011 ..nokia business when it sold microwave business to dragonwave was 64 million/qtr .. If they just get back to that, even low margin, but bring huge profitability to dragonwave as opex has already cut to min... Also issues going on at CRNT may turn out in Dragonwave favor....Crnt pain drwi gain

    Gl

  • Reply to

    Small cell expanding with Vodafone

    by ocenergy56 Dec 29, 2014 2:29 PM
    bottom_stkpicker bottom_stkpicker Dec 31, 2014 10:14 PM Flag

    Nokia is growing market share on small cell front..If DRWI product is in Nokia product portfolio..it will be only company whose revenue will be growing q-to-q and also on yearly basis..watch out if it comes true ..how wall street will spin it ..

    watch out on 01/13/15..where the things go..

    http://company.nokia.com/en/news/press-releases/2014/11/13/nokia-networks-demonstrates-world-first-small-cell-lte-a-carrier-aggregation-of-over-200-mbps-to-double-hot-spot-capacity

    GL

FALC
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