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Cray Inc. Message Board

detmarlowe 72 posts  |  Last Activity: 11 hours ago Member since: Oct 13, 2012
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  • Reply to

    Anyone know when earnings will be announced?

    by joshua_the_kid Oct 9, 2014 10:31 PM
    detmarlowe detmarlowe 11 hours ago Flag

    Third fiscal quarter results were in fact posted on September 4th. Click on the "headlines" link above. Earnings were excellent too -- 30% yoy revenue growth, ~60% yoy earnings growth. Show me a 10 P/E company that does that!

  • Reply to

    Anyone know when earnings will be announced?

    by joshua_the_kid Oct 9, 2014 10:31 PM
    detmarlowe detmarlowe 11 hours ago Flag

    They have odd fiscal quarter timing. Their quarters end and start a month later than usual. Their last quarter ended july 31st, so their current quarter will not end until end of October. Earnings should come about a month after that.

    You are right that this is a very attractive opportunity to pick up shares.

  • detmarlowe by detmarlowe 20 hours ago Flag

    We beat on revenues, beat on EPS. But that is not all! We also beat on forward guidance revenue and we beat on forward guidance EPS. We beat on everything. Across the board!

  • Reply to

    Just don't get it

    by mrbojangles17 Oct 16, 2014 7:58 PM
    detmarlowe detmarlowe Oct 16, 2014 11:23 PM Flag

    Why worry about it? People try to bury a post when the post says a painful truth and they do not want other's to read it. Some time ago I posted on the ZNGA board some well reasoned arguments about how Zynga is doomed, and the Zynga board tried very hard to bury my posts. Alas their hard work was in vain, because the stock cratered anyway.

    Hitman's posts are lies and, even better, they are lies that are easily proven false. It is perfectly fine to have hi on the top. It keeps people informed as to the quality of short's arguments.

  • Reply to

    Dividend Play?

    by rayj00 Aug 14, 2014 5:09 PM
    detmarlowe detmarlowe Oct 16, 2014 9:40 PM Flag

    Take a look at it in two years then. I would be very surprised if they keep this dividend up for another two years. Their payout ratio is at 75% and their revenues are dropping.

  • Now both the iphone and the ipad support 802.11 ac. Once apple fans get loaded up on this new gear, I give them a month to start complaining, to every single coffee house, bar, restaurant, hotel, school, park, rv park, food truck, doctor's office, etc. that they do not have AC Wifi.

    Then when every business finally figures out they need AC wifi, they will look around and realize that UBNT provides the most affordable and best enterprise option.

  • Reply to

    NFLX down $120 AH - INVN is dead

    by hitman4gk Oct 15, 2014 4:55 PM
    detmarlowe detmarlowe Oct 16, 2014 7:31 PM Flag

    Well now that invensense totally died by going up 2.5%, I am a bit curious. What exposure does INVN have to "NFLX technology"? How many Invensense chips are there per netflix movie?

  • Reply to

    iPhone 6 uses touchscreen controller by BRCM

    by winsurfing Sep 21, 2014 4:28 PM
    detmarlowe detmarlowe Oct 6, 2014 10:40 PM Flag

    I don't think Apple is vengeful. I assume you suspect that they are vengeful because they did not acquire renesas. I doubt that is the case. I suspect Apple heard Renesas was for sale and offered to buy them to ensure that they do not fall in the wrong hands (i.e., samsung). But once a fellow US company offered to buy Renesas, Apple was all for it.

    Synaptics would have never bought renesas without Apple's blessing. Without Apple's blessing Renesas is not worth much.

  • Their "analysis" is just plain looking at the numbers and using formulas without any thought as to what is happening in the business. In fact I would bet that their analysis is mostly performed by a computer program.

    They say revenue growth was much bigger than competitors. Of course it was, they acquired a huge company. They say earnings decreased. Of course earnings decreased, there were a lot of one time costs associated with this huge acquisition. But since AVGO is unlikely to make big acquisitions like that in the future, earnings will increase in the future.

    The Street is absolutely useless and anyone that follows their analysis might as well toss a coin.

  • Reply to

    So we finally got Renesas SP

    by detmarlowe Sep 30, 2014 9:41 PM
    detmarlowe detmarlowe Oct 1, 2014 4:35 PM Flag

    BRCM may have the touch controller, but Renesas usually has the display driver. I was asking about the display driver IC.

  • Good for SYNA for closing on the deal finally. Hopefully, if the deal was denominated in yen as it should be, we saved some money too because the dollar has been very strong vis-a-vis the yen lately.

    But I have a question -- does anyone know for sure that Renesas is in the new iphones? None of the teardowns i read mentioned the display driver IC (probably because it is not on the main motherboard).

  • Reply to

    iPhone 6 uses touchscreen controller by BRCM

    by winsurfing Sep 21, 2014 4:28 PM
    detmarlowe detmarlowe Sep 30, 2014 9:37 PM Flag

    Apple got rid of infineon simply because infineon did not support 4G. They didn't have much choice. If they wanted a modern phone they had to go with qualcomm which was making the only good 4g modems at the time.

    Of course no supplier is guaranteed a contract, but apple tends to be safer than usual. For cell phone manufacturer they are one of the most conservative companies out there and they tend to stick with what works. Their biggest goal is reliability, so unless you fall behind in technology or #$%$ them off in some way, they would prefer to stick with tried and true suppliers.

  • detmarlowe by detmarlowe Sep 30, 2014 4:12 PM Flag

    The yield is not much, but the good part is that the shorts will have to pay the dividend too. Shorts hate paying dividends and we still have a huge portion of the float shorted. Hopefully this will convince some shorts to give up.

  • Reply to

    The Big Question

    by dseigel Sep 29, 2014 6:58 PM
    detmarlowe detmarlowe Sep 30, 2014 1:33 PM Flag

    The massive inventory reported last quarter was not for the iwatch.

  • detmarlowe detmarlowe Sep 29, 2014 10:57 PM Flag

    I am not sure there even are dual accelerometers. Chipworks' reasoning is rather dubious on this subject. The Bosch sensor can easily be something else, like an air pressure sensor.

    But regardless whether there are dual accelerometers or not, this is most likely a software problem. Most people reported that selecting "reset all settings" fixes it. Furthermore most people reported that some programs are affected but not others. This makes me 99.9% certain that it is a software problem.

  • Reply to

    The Big Question

    by dseigel Sep 29, 2014 6:58 PM
    detmarlowe detmarlowe Sep 29, 2014 10:52 PM Flag

    No that is not the big question. That question is pretty much as relevant as "what would we do if all water turns into jello tomorrow". Apple is going forth. The iphones are being built as we speak. Nobody changes hardware at this late stage.

  • Reply to

    detmarlowe..please comment

    by locatedmyballs Sep 17, 2014 4:00 PM
    detmarlowe detmarlowe Sep 26, 2014 5:00 PM Flag

    UEPS provided a very good response in their Press release on September 10 entitled "Net1 reiterates it's support for financial inclusions."

    For some reason that particular press release is not on the Yahoo finance site, but you can find it on UEPS's own site. Bottom line is, that when people receive their money they will want to spend it. And they might want to spend it on things like electricity and cell phone minutes. The fact that the recipients are merely spending their money is not evidence of theft or illegality.

    Even the minister making the accusations admitted that there might be nothing technically illegal.

  • detmarlowe detmarlowe Sep 26, 2014 4:40 PM Flag

    You don't care? How are they going to pay their taxes? If you are going to sell shares just because (1) South Africa's tax system is different than the US one and (2) you cannot wrap your mind around this simple fact, then smarter investors than you will make all the profits.

    But let's face it: you are not selling shares. You are buying shares. You are trying to work the price down before the big Samsung e-wallet announcements start rolling in. For every hot stock i have there is always a sold out bull that is a little late to the party and he is working ever so hard to knock the price down.

  • detmarlowe detmarlowe Sep 19, 2014 5:25 PM Flag

    Most other component suppliers are also falling. This is all BABA's fault.

  • Reply to

    OIS chip in Iphone6

    by santosh_ps Sep 19, 2014 4:39 PM
    detmarlowe detmarlowe Sep 19, 2014 5:23 PM Flag

    Where did you get that idea? Seems very unlikely. It would be very difficult and probably significantly more expensive to use the same gyro.

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