You and Fern do not know how this will all shake out. If FERN count predict the future he would be wealthy you would not installing this stuff.
We all agree ENTR could very well go BK (at some point but not anytime soon, too much cash on hand) like all of the others, this is a pure speculation play. You either believe that they have products that now make them competitive and that the major players in this industry do not want BRCM to have a monopoly or you do not. Neither you or FERN listen to calls. If they return to profitability by 2016 the stock price will start to move higher over the next year or so. ENTR could also be bought out, they have the time to see this come together. Ever FERN indicated that they now field competitive products although he always prefers BDCM. Short term we will drift lower and you call all rejoice, the pay off on this one for SPECULATION is three quarters out at least.
Yes Fern does knows something about the industry for sure but he knows little about investing or finance and does not listen to the conference calls.
My garbage man knows a lot the garbage business but I would not ask him for his opinion of Waste Management as an investment. ENTR has had a rough couple of years and is universally hated, we all agree on that. However, they have a surprisingly strong balance sheet and enough cash to last them until breakeven. They finally have competitive products out there, they have design wins that should l impact numbers, mid-2015 and return to profitability in 2016. You either believe that or you don’t, it should be a purchased for speculation only.
Since You are neither long or short. Why are you why are you here ? Don't you have any hobbies ? At least I have finically interest and have disclosed it. You are just odd. What is your fixation on such an obscure semiconductor stock. Do you hate any other of the tech companies that supply product that you work with or are familiar with ? You are a very strange person. Move on.
Yes, the stock will probably go down after the next few conference calls, then it will slowly tick up and then down again when they disappoint on the cc this will continue and we trend still lower... The pay out for the longs will not occur until 2015-16 if at all. You keep saying the same thing Fern - do you listen to the cc's ?
Fern, are you doubting the contracts previously announced with DTV and Comcast ? Are you that much of a conspiracy theorist ?
Of course the inevitable death spiral you envision could happen. This is a speculative issue in a cyclical industry to be sure ! To answer your question about an uptick... Any improvement to bottom line is still likely several quarters away
if ever. The stock market for your information typically is a discounting mechanism that looks 6 months out. I hope you learned something today Fern. Short if want to. Just know short interest is declining.
Good morning Fern ! You fail to take into account ENTR’s balance sheet, they have the funds and now have an integrated SoC that can them to breakeven. It is too early to tell how it will all play out. Curious to know why you would care
Correct, he also has some affinity for all things Broadcom. He seems to be a low tech of some sort, but really just a blowhard.
Fern supposedly used to be long on ENTR, he has some knowledge of the industry but is otherwise just a #$%$.
Many of us are in the same boat. This is a 2h 2015 play now, I am averaging down and holding. They have the cash to see this through. More importantly they now have fully integrated SOC and contracts with DTV and Comcast. There are still many risks but things are looking better 12-18 months out. The return will probably not be what you had hoped for but should be enough for you to make av decent return and recover your initial investment.
400 community service, 400 fine and anger management.
Fern - buyout = good
Return to profitability = good
Integrated SOC = good
Analyst upgrades to buy = good
Design wins & guidance for ramp up in 2015 = good
Balance sheet =good
It was a good week anyway you slice it, you believe in the guidance or you do not. I am holding and buying into 2015 understanding that this is a very speculative stock.
The stock price has not moved much. However, volume is increasing, analyst have upgraded the stock, profitability is now much closer, 60m. I have written this stock of, it now appears that it may come back the 2nd half of 2015. Balance sheet remains strong, the market is growing, we now have a full integrated chip, the stars are aligning !