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Cray Inc. Message Board

detmarlowe 19 posts  |  Last Activity: Sep 30, 2015 1:26 PM Member since: Oct 13, 2012
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  • Reply to

    Is a sale of company imminent ?

    by dramdram Sep 30, 2015 1:00 PM
    detmarlowe detmarlowe Sep 30, 2015 1:26 PM Flag

    Management is not looking to sell. But somebody is looking to buy and that is always good.

  • Reply to

    Been to this dance before

    by rmm3165 Sep 30, 2015 12:20 PM
    detmarlowe detmarlowe Sep 30, 2015 1:26 PM Flag

    I have been to this dance before too. Made a bunch when RDA got sold. Then made a bunch when ISSI got sold. Even in your example (OVTI) investors made a bunch of money. And even if SYNA trades as far from the offer price as OVTI is trading right now, this still means a lot of upside from present prices.

    These deals will happen when the buyer really wants the target. SYNA had great technology, but none of it is really used in the military so there is no reason for the US government to block this. I actually think this deal greatly under-prices SYNA, but hopefully it will lead to a better offer. This happened with RDA and ISSI both.

  • Reply to

    AFLOP is a junk stock. Short it only.

    by bigfatty_guns Sep 18, 2015 11:49 PM
    detmarlowe detmarlowe Sep 24, 2015 12:55 PM Flag

    I have stopped answering you because I just got bored with your posts. They are all the same and have absolutely no substantive information about AFOP or their business. By the way, as of now the nasdaq is down 1% and AFOP is up 3.6%. What happens to your theory now?

    I have been here long enough and I remember you were telling people to short AFOP back when it was 11 and 12. And the higher it goes the more bitter you become.

    There is nothing wrong with AFOP buying its own stock. In fact it is great if they have the cash and cashflow to do it. And they do have the cash and cashflow. So anyone dumb enough to short this stock should know that they are fighting a CEO that owns a big chunk of the company, and has enough cash flow to buy back stock whenever he decides the stock is being undervalued.

    Instead of wasting my time responding to your daily flame, I research the industry. And guess what? People are using more and more data, more data centers are being built and all companies in the field are reporting more datacom revenue.

  • detmarlowe detmarlowe Sep 18, 2015 3:58 PM Flag

    I have to disagree with you there. Great earnings always matter. If for no other reason, they matter because if a company makes a lot of money and their stock sells for cheap, they can always buy their stock back.

    There are always bad days, and people will always come out and say that earnings and financials do not matter, and the only thing that matters is their screwy chart reading abilities. But in the long run companies that make a lot of money have rising stock prices, and companies that lose a lot go down. Just look at SWKS 5 year chart, if you do not believe me.

  • It was raised to 130 from 125. Just one of the steady stream of upgrades.

  • Reply to

    Nice spike today!

    by evendaypumper Sep 14, 2015 1:04 PM
    detmarlowe detmarlowe Sep 14, 2015 5:26 PM Flag

    It went up because of the reporting drama. The stock went sharply down before as people were worried when they would report results. This past Friday, after the market closed, they scheduled a conference call and said that they would report results after the close today.

    This relieved a lot of the worries, so the stock went up. I think it will keep going up because today's report addressed a lot of the concerns that caused the stock to dive and assured investors that the company is well on its upward trajectory.

    Scrap metal pricing is a transient problem. This company's main line of business is not scrap metal. It just that they assumed a certain level of pricing when they wrote their contracts and now the pricing is different. Well, the hundreds of new contracts they are writing will not rely on scrap metal pricing.

    The good news is that they continue to make new deals, sign new contracts, etc.

  • Reply to

    IPhone Suppliers - No Synaptics!

    by js291955 Sep 10, 2015 1:59 AM
    detmarlowe detmarlowe Sep 14, 2015 12:30 PM Flag

    Read Synaptics' last conference call transcript. They make it pretty clear that their Display controller is in the new iphone. Their touch controller is not in the new iphone, but then again their touch controller has never been in the iphone, so this is not a loss of business for them.

  • Reply to

    Accounting Issues

    by knowvalue Sep 10, 2015 2:32 PM
    detmarlowe detmarlowe Sep 10, 2015 8:41 PM Flag

    Yeah the drop is a little too much. I think a lot of people read the law firm press releases, but did not read Shiloh's actual filing which said the misstatements were limited to 2-2.5 million dollars. Even if one subtracts 2.5 million dollars we are still left with a pretty good P/E. And the growth continues.

    Shiloh did not do themselves a favor when they decided not to issue a press release explaining what happened.

    I am wondering whether I should buy more now or wait for the actual results, just in case.

  • Reply to

    Star Wars 7 Toys Released

    by don_keydic Sep 4, 2015 9:49 AM
    detmarlowe detmarlowe Sep 5, 2015 12:26 PM Flag

    I don't know. I went to target to check them out. There were about 4 or 5 left. They seem pretty impressive and high detail. The luke skywalker one looked nothing like Luke Skywalker. That may be a rights issue though. Maybe they have to pay Mark Hamill extra money if they make the toy actually look like him.

    But otherwise the 20'' figures looked very nice. I have never been a star wars collector, but perhaps collectors will appreciate their size and detail.

  • detmarlowe detmarlowe Sep 3, 2015 11:01 PM Flag

    Regarding Wave 1/Wave 2. Yes some wave 2 products have been announced. They are not serious, however. They are mere headline grabbers. The existing wave 2 products do not have much better performance than the UBNT enterprise AP, because they are (like the UBNT enterprise ap) limited to two 1Gb/s wired connections. And of course they come with much higher prices.

    It is not certain if there are any existing wired connections suitable for wave 2 ap's. 10 Gig ethernet is power hungry, limited to 100 meters, and does not support PoE. All of these are problems for wifi access points.

    To make wave 2 actually usefull, the industry would have to find a practical way to connect these devices to the wired network. There may be a need for a new ethernet standard. I am sure UBNT is working on wave 2 devices now, and when the industry figures out a practical way to connect them to the network, UBNT will have a product out.

  • detmarlowe detmarlowe Sep 3, 2015 10:52 PM Flag

    Ok, just for fun, let's see the similar products that are already shipping.

    XClaim: They are trying to sell N products for more than UBNTs lower end AC products. Looking at their AC products, they have two ones, an indoor one for 249 and an outdoor one for 349. They are both 2x2 mimo. UBNT's one enterprise product is good for both indoor and outdoor and costs 149. Oh and it is 3x3 mimo! So much higher quality for less than half the price.

    In fact even UBNT's $89 consumer product has 2:2 mimo.

    Ignitenet: They make very cheap ap's, but their products seem rather poor on features. Their consumer ac product is cheaper than UBNT's consumer product but it has no mimo. UBNTs consumer product has 2x2 mimo and thus much faster transmission speeds. Their enterprise product is $10 cheaper than UBNTs product but only has 2x2 mimo, vs UBNTs 3x3 mimo.

    Ignitenet charges for their controller software, so if you need any management features the savings will disappear quickly. UBNT's controller software is free. Furthermore, ignitenet is a new and small company, and I could not see any reviews on how well their products work or if they work at all. Most vendors do not stock their products.

    Cambium does have some ap's but I could not find prices anywhere. They say "call for a quote" which usually means their prices are high, or they will only want to sell you a large number of devices.

    D-link has a 2x2 mimo ap for about 165, almost twice the price of the UBNT 2x2 model. They have a 3x3 ap for 270-300 again a little less than half the price of the corresponding UBNT model. Their 3x3 ap is an inside only desktop model. It is not suitable for mounting on walls or ceilings. Furthermore, their 3x3 ap has some pretty bad customer reviews. My experience with d-link has been bad as well. I would not use them for anything approaching enterprise environment.

    Other than Cambium, none of the above look like they are suitable for serious enterprise use.

  • Reply to

    What is SBLK's next move?

    by grandsportstage1 Aug 22, 2015 10:14 AM
    detmarlowe detmarlowe Aug 28, 2015 3:11 PM Flag

    Look at the fleet employment page on their webpage, it does not seem like they agree with you. Almost the entire fleet is either spot or short term charters or index linked charters. Looks like Pappas has decided to tie his faith to the BDI.

  • Reply to


    by twofer2000 Aug 12, 2015 4:33 PM
    detmarlowe detmarlowe Aug 14, 2015 2:39 PM Flag

    I don't know. I am researching it. They keep talking about record bookings that they received in q4/2014. But these are not showing up in q1 revenues and they will not show up in q2 revenues either (according to management). It is a bit puzzling.

  • Are they trying to prove their allegiance to Satan?

  • Reply to


    by trf456 Aug 13, 2015 12:10 PM
    detmarlowe detmarlowe Aug 13, 2015 3:51 PM Flag

    I did not notice that. That is why the stock jumped today. Good to know the market reacted well to the release. I will look at it in more detail.

  • Reply to

    Where did all the design engagements go?

    by steelingmoney Jul 29, 2015 9:24 PM
    detmarlowe detmarlowe Jul 30, 2015 2:30 AM Flag

    Design engagement is a very loose term. It merely means that there some kind of conversation going on. I wouldn't give much credence and hope for design engagements and the mere fact that management spends so much time talking about them indicates that they are pretty desperate.

    A design win is much more important. It means that their chip has actually been chosen for a particular design. But so far the design wins quik comes up with do not seem to ammount to much. They supposedly had five new design wins shipping the quarter, yet revenues were still falling drastically.

  • detmarlowe detmarlowe Jul 10, 2015 5:32 PM Flag

    Can you tell me what previous buyout deals Sillerman has walked away from?

  • detmarlowe detmarlowe Jul 7, 2015 9:46 PM Flag

    For free cash flow I am using information the Fairway CEO provided himself in the conference call.

  • detmarlowe detmarlowe Jul 7, 2015 2:17 PM Flag

    It must be so nice to know the future. I only wonder how did you end up investing in FWM knowing the future and all.

    Unfortunately I do not know the future, so I cannot dispute your claim about what will or wont be nicely positive this year. But I do know the past and I can tell you that last quarter free cash flow was negative and I do not see why anyone would buy this company.

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