Sun, Oct 26, 2014, 1:18 AM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Infosonics Corp. Message Board

cherk_on 131 posts  |  Last Activity: Oct 21, 2014 5:08 PM Member since: Aug 13, 2009
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Smith Micro and Sprint are introducing the "Avatar Challenge,' an exciting new program designed to cultivate the next generation of digital artists.

    "The Avatar Challenge encourages students to tap into their inner artist, empowering them to create characters for Sprint's new Avatar messaging service with Smith Micro's Anime Studio® animation software. From August 1 through October 31, 2014, educators from any accredited secondary school, college or trade school can register for free copies of Anime Studio for themselves and their students. Students can use the software for general animation, and also have the opportunity to enter a nationwide contest designing animated characters that will be viewed by millions of users through the Sprint network."

  • Reply to

    Sprint's new Avatar messaging service

    by cherk_on Jul 26, 2014 8:24 AM
    cherk_on cherk_on Jul 26, 2014 10:46 AM Flag

    1. There are over 33 million CommSuite client installations and likely growing. Due to revenue sharing arrangements, Sprint has a vested interest to push the product. The "Avatar Challenge" is a a relatively cheap way to do marketing that target secondary school, college and trade school students.

    2. Since Smith's AniMates platform can be integrated with other messaging platforms, the growth can be quite fast with the right partnerships. Since the receiver of the message is not required to have the app installed, it should allow for quicker adoption.

    3. As for Intel's pocket avatar, there are many situation where looking into the camera while recording a voice mail just isn't practical. In either case, the market is large enough for multiple avatar messaging apps. That market will likely benefit Smith's animation software sales.

  • Reply to

    Sprint's new Avatar messaging service

    by cherk_on Jul 26, 2014 8:24 AM
    cherk_on cherk_on Jul 29, 2014 9:35 AM Flag

    Official PR on this came out today, including a quote from Sprint:
    "Creativity is the root of innovation, and we strive to innovate in everything we do," said Wayne Ward, vice president-business and product development at Sprint. "Working with Smith Micro to showcase the artistic and technical talents of young people will make our new avatar feature within Sprint Visual Voicemail even more exciting. We can't wait to see the creative characters these students come up with."

  • Reply to

    Sprint's new Avatar messaging service

    by cherk_on Jul 26, 2014 8:24 AM
    cherk_on cherk_on Jul 29, 2014 9:39 AM Flag

    Quotes from participants in education:

    The Art Institute of Pittsburgh
    Hans Westman, Academic Department Chair, Media Arts & Animation, Game Art & Design
    "I am excited to know that our students will participate in the SmithMicro "Avatar Challenge" and compete with others across the nation in designing characters for Sprint’s new avatar feature", said Hans Westman, Academic Chair for Game Art & Design and Media Arts & Animation. "The Art Institute of Pittsburgh has a comprehensive college curriculum that teaches art focused skills for both the video game and animation industry. This opportunity presents a perfect way for our students to get involved with an extra curricular project, while in the process enabling them to explore the power and benefits of using Anime Studio in their future careers."


    Simon Fraser University
    Steve Di Paola, Past Graduate Chair, School of Interactive Arts and Tech, Dir. Cognitive Science Program
    "With over 1000 digital media undergrads, Masters, PhDs, Simon Fraser University's School of Interactive Arts and Technology is very excited to be working with Smith Micro. Avatar Challenge is a rare project that combines our students design and animation skills together with very current app / social media design - all with leading industry connections - it is great opportunity for our students."


    Cal State University Fullerton
    Chuck Grieb, Professor and Area Coordinator for Animation
    "Cal State Fullerton is pleased to announce our collaboration with Smith Micro in providing our animation students the opportunity to participate in creating mobile content! Industry relationships are an important part of the educational opportunities we offer at Cal State Fullerton. We are excited about the experience our students will gain learning to use tools to create mobile content and even more thrilled that the content they create has the opportunity to be seen and used by millions of consumers."

  • Reply to

    NiSource

    by onthelongside Aug 2, 2014 2:28 PM
    cherk_on cherk_on Aug 3, 2014 10:02 AM Flag

    CNS Microwave might be a good partner / reseller of Smith's products, but the parent company, NiSource itself is a huge customer. Given their industry, real-time & secure communications is critical.

    "As of December 31, 2013, it owned and operated a total of 58,146 miles of pipelines and related facilities."
    "... it owned and operated approximately 14,780 miles of natural gas transmission pipelines. "

  • Reply to

    NiSource

    by onthelongside Aug 2, 2014 2:28 PM
    cherk_on cherk_on Aug 3, 2014 2:55 PM Flag

    From latest CC:
    "We have new customers at NiSource, a leading provider to the energy and utilities industry, as well as leading hardware partners like Panasonic helping us capitalize on the growing market demand for these features."

    NiSource (NI)
    Market Cap (intraday): 11.73B
    Enterprise Value (Aug 3, 2014): 20.66B
    Revenue (ttm): 6.20B
    Full Time Employees: 8,477 (and who knows how many contractors)

  • New Frontier in the Analysis of Materials Developed by the Advanced TG-MS.
    The advanced TG-MS, Thermo iMS2, which is a suitable coupling system between conventional thermal analysis and evolved gas analysis consisting of a skimmer-type interface, soft ionization, and MS/MS, can develop a new analysis of materials.
    Date Sep. 5 (Fri.)
    Time 11:10 – 12:00

  • Reply to

    Market Orders

    by tropicwatch Aug 5, 2014 11:06 AM
    cherk_on cherk_on Aug 5, 2014 12:23 PM Flag

    Or a very smart person took advantage of the low volume and used 5K shares as bait to pick up more cheap shares.

  • The Bad:
    1. Q2 revenue was lower than expected.

    The Good:
    1. They have been officially selected as a supplier by the hyperscale customer with PO expected by year end based on the customer's deployment schedule. Important to note that the customer gave them the schedule. This is as close to a done deal as it's going to get.
    2. Diablo had to admit that they did in fact used Netlist's chips in earlier version of UltraDIMM. Looks like info from whistleblower letter is true. Trade Secret lawsuit NOT expected to be delayed by patent re-exams.
    3. Expect partnership announcements related to HyperVault / NVDIMM. Good change in strategy IMO.
    4. Very strong balance sheet with $17.3mm cash, $2mm SVB revolver, and $9mm available from Fortress if needed.

    The Future (not in any particular order):
    1. HyperVault /NVDIMM partnership announcement
    2. USPTO decisions / IP Licensing deals (including HyperCloud IP for DDR4 / LRDIMM)
    3. Developments from lawsuits including filing for preliminary injunction after deposing the Diablo ex-employees.
    4. Additional hyperscale customers
    5. Announcement of PO from hyperscale customer
    6. Buyout offer is always a possibility

  • I can understand Doug's frustration, but I think the company need to finish the forecasting tool before they go out on investor conferences to promote the company. Their presentation need to include a chart showing current backlog and timing of when they will turn into revenue, and expected profitability. Based on Eric's comments, they should have that by the Q3 conference call. In the mean time, I think this is a perfect time to accumulate on any dips.

    YTD awards and bookings are pretty impressive at $23.5mm, which means Q3 will be quite impressive with almost $6mm already locked in half way through the quarter.

    Eric made a comment about being a shareholder himself going forward. I hope he understands that it would mean much more if he buys in the open market instead of just holding shares from employee stock options / grants.

  • "Requester requests rehearing of our decision dated January 16, 2014
    ("Dec.'), where we affirmed the Examiner's final decision declining to
    reject claims 1-49, 51-55, 57-61, and 63 in the above-identified inter partes
    reexamination. Request for Rehearing filed Feb. 18, 2014 ("Req. Reh'g").
    Patent Owner challenges the asserted basis for the request in comments filed
    March 19, 2014 ("Comments"). For the reasons noted in Patent Owner's
    comments as well as those below, we deny the request to modify our
    decision."

  • Reply to

    Will ASTC get the quorem of votes needed

    by pa1702 Aug 19, 2014 10:20 AM
    cherk_on cherk_on Aug 19, 2014 10:37 AM Flag

    I was thinking about how the company might need to spend additional money to solicit votes if they fail to get 2/3 of the shares to support the asset sale by tomorrow, but then I realized that it's a pretty insignificant amount relative to everything else. Not sure how many times they tried to call me, but they were able to reach me a few times.

  • Reply to

    Will ASTC get the quorem of votes needed

    by pa1702 Aug 19, 2014 10:20 AM
    cherk_on cherk_on Aug 19, 2014 11:43 AM Flag

    That is always a possibility, but unlikely. It's not uncommon to delay the vote. Unless Lockheed changed their mind about buying ASO, they will give them the time to get the votes and maybe even willing to up the offer a bit if the holdouts was about the price. Such negotiations would be done behind the scene of course. There are also other ways to get to the 2/3 needed, including issuing more shares.

  • Reply to

    Will ASTC get the quorem of votes needed

    by pa1702 Aug 19, 2014 10:20 AM
    cherk_on cherk_on Aug 19, 2014 1:51 PM Flag

    I think they will get the votes needed too, eventually anyway, but getting 2/3 of the vote is not easy at all even with Picken's 20%. Keep in mind that they need 2/3 of the shares eligible to vote, not just 2/3 of the shares that voted; that is a very significant distinction. In other words, "broker non-votes" is considered "against" the sale. There were 7,468,888 "broker non-votes" in the annual shareholder's meeting about two months ago. That is why they had to hire a firm to call the shareholders.

  • Reply to

    Will ASTC get the quorem of votes needed

    by pa1702 Aug 19, 2014 10:20 AM
    cherk_on cherk_on Aug 19, 2014 3:58 PM Flag

    The company that was hired to get shareholders to vote was probably given a certain budget with a goal of getting as many to vote as possible, not just to hit the 2/3 mark. Having answered four of those calls, I would categorize them as "frantic" calls at all, but just people doing what they are hired to do. The higher the turnout percentage over the annual shareholder meeting, the more likely such a firm gets hired by other public companies trying to get their shareholders to vote.

  • Reply to

    Will ASTC get the quorem of votes needed

    by pa1702 Aug 19, 2014 10:20 AM
    cherk_on cherk_on Aug 19, 2014 4:47 PM Flag

    Sorry, I meant to say "...would NOT categorize them as "frantic" calls at all..."

  • cherk_on cherk_on Aug 22, 2014 7:51 PM Flag

    This event is just two weeks away. Hopefully we'll learn when they will actually start shipping this product. A PR before the event with some more info would be nice.

  • cherk_on cherk_on Aug 23, 2014 9:05 AM Flag

    So you created a new Yahoo alias yesterday just to proof you are what you are calling others and a coward on top of that? You should also go to the Apple message board and warm them that their competitor iPhone is coming out with a new product this year call "6". Thanks for the laugh!

    "For example, the OEM-1000 has recently been integrated into a Thermogravimetric Analyzer (“TGA”) manufactured by RIGAKU of Tokyo, Japan. The integrated instrument named Thermo iMS2 is the world’s first integrated TGA with MS/MS capabilities and is expected to be well received by the international research and development markets."

  • August 21st, 2014:

    "Presently before the Court is the Motion of Defendant Smart Storage Systems, Inc. to Stay
    Pending Inter Partes Review (Dkt. No. 218) and the joinder in that Motion by Defendant Diablo
    Technologies, Inc. (Dkt. No. 220). The Court having carefully considered the papers submitted and
    the pleadings in this action, as well as the record of the action herein, DENIES the stay without
    prejudice to re-filing upon a decision by the Patent and Trademark Office (“PTO”) on the pending
    requests for inter partes review of the patents. "

    Busted!...
    "The Court also notes that Defendants have not explained adequately their delay in seeking
    inter partes review. This action has been pending for over a year. Had Defendants acted
    expeditiously in seeking review, the Court would have received an indication by now as to whether
    the PTO would institute the review process. The timing of Defendants’ requests raises concerns
    that the delay was for strategic purposes only. Accordingly, this factor weighs against a stay of the litigation at this point. "

  • cherk_on cherk_on Aug 26, 2014 11:58 AM Flag

    I can understand some profit taking yesterday, but as the person who created this thread more than a week before yesterday's PR and also the one who posted the thread quoted below over the weekend, I wonder if today's sellers truly understand the significant of either piece of info, especially the importance of the timing of both decisions.

    ------------------
    cherk_on • Aug 24, 2014 1:39 PM
    Court DENIES Smart Storage and Diablo's request to Stay "patent lawsuit" pending IPR
    August 21st, 2014:

    "Presently before the Court is the Motion of Defendant Smart Storage Systems, Inc. to Stay
    Pending Inter Partes Review (Dkt. No. 218) and the joinder in that Motion by Defendant Diablo
    Technologies, Inc. (Dkt. No. 220). The Court having carefully considered the papers submitted and
    the pleadings in this action, as well as the record of the action herein, DENIES the stay without
    prejudice to re-filing upon a decision by the Patent and Trademark Office (“PTO”) on the pending
    requests for inter partes review of the patents. "

    Busted!...
    "The Court also notes that Defendants have not explained adequately their delay in seeking
    inter partes review. This action has been pending for over a year. Had Defendants acted
    expeditiously in seeking review, the Court would have received an indication by now as to whether
    the PTO would institute the review process. The timing of Defendants’ requests raises concerns
    that the delay was for strategic purposes only. Accordingly, this factor weighs against a stay of the litigation at this point. "

IFON
1.56+0.03(+1.96%)Oct 24 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.