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InvenSense, Inc. Message Board

detmarlowe 11 posts  |  Last Activity: 23 minutes ago Member since: Oct 13, 2012
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  • Today's bloomberg article said that the buyers want to see how the market will react to today's earnings report. It is pretty obvious today's report won't be great as the industry is experiencing a temporary slowdown in growth. So obviously the chinese are hoping there will be a plunge in prices which will result in them being able to steal the company at a cheaper price.

    I urge SYNA shareholders to not be so stupid. We have the technology of the future with TDDI. We do not need to sell, they need to buy. The sell price should be determined not based on current market prices which tend to vary but on the intrinsic value of the company and its technology which is much higher.

    Current market prices reflect only what very few of the shareholders are willing to sell their shares for. If you want to buy a company, you have to convince the vast majority of the shareholders to sell. This is very different.

  • detmarlowe detmarlowe Apr 21, 2016 12:44 PM Flag

    What report are you referring to? The press release was pretty light on details.

  • detmarlowe by detmarlowe Apr 7, 2016 11:20 PM Flag

    What will you do? Will you tender your shares? Or will you insist that the board shop the company around? The pre-released results were not very good, but then again I am not certain they should be taken as an indication of the company's long term future.

    Perhaps a Chinese company will come in with a higher offer. There are plenty of Chinese companies on the lookout for semiconductor technology that are out trying to buy anything they can get their hands on. Of course this is not semiconductors, but it is important networking technology.

  • Reply to

    Bwahahaha!!! Pump-n-dump AFLOP!!!!

    by bigfatty_guns Mar 22, 2016 11:28 PM
    detmarlowe detmarlowe Apr 7, 2016 9:52 PM Flag

    I guess "AFLOPs" last flop was in the upwards direction, huh? What are you going to do now, that AFOP is being bought out for a big premium? How will you pass your time. May i suggest sudoku?

  • Reply to

    RKUS buy out

    by moorejos982 Apr 4, 2016 9:28 AM
    detmarlowe detmarlowe Apr 4, 2016 1:16 PM Flag

    I do not think it means much. A lot of people are buying UBNT today without knowing much about it. They are just thinking, hey if RKUS gets bought out and Aruba gets bought out before it, and Meraki before it, then surely it will be UBNT's turn eventually. Those people will be sorely disappointed when they do a little research and learn about Pera and figure out that he is not very likely to sell.

    One may argue that this merger will bring RKUS more ammunition for growth, but in practice such mergers tend to mostly cause execution paralysis as management starts jockeying for positions in the new company.

    In the end of it, UBNT's performance will depend mostly on Ubiquity and not their competitors.

  • Reply to

    YEAH! Someone at WLDN actually works.

    by somuch2gain Mar 31, 2016 11:06 AM
    detmarlowe detmarlowe Apr 4, 2016 12:55 PM Flag

    Let's be real here. They are not going to solve California's water problems, they are a bunch of electrical engineers. Wildan is best off doing what they are already doing -- using their expertise to solve power problems, help large organizations save on their powerbills and modernize existing powergrids.

    Wildan is a small microcap company, there is enough work in the power sector to keep them busy and provide all the growth they can handle. They just have to execute.

  • Reply to

    Progress on backlog

    by longonly120 Mar 31, 2016 12:02 PM
    detmarlowe detmarlowe Mar 31, 2016 10:54 PM Flag

    Thanks for sharing your research. Please continue to keep us posted.

  • Reply to

    News Today?

    by dordthawk Mar 21, 2016 10:23 AM
    detmarlowe detmarlowe Mar 21, 2016 12:20 PM Flag

    Yeah, me neither. Well I will not complain about 14% gain.

  • Reply to

    DAMMIT PERA be nice to analysts!

    by detmarlowe Feb 4, 2016 5:25 PM
    detmarlowe detmarlowe Feb 4, 2016 6:10 PM Flag

    In the question you are referring to, the analyst was asking for something that was definitely not in the prepared statements. It would have been perfectly fine if Pera simply said "I am sorry but we cannot share this information for competitive reasons." But instead he decided to first pretend this info was in the prepared statement and then just flat out said "next question."

    Similarly the question about the CFO was a total soft ball. He could have knocked it out of the park by simply saying "using our current financial consultants is a little costly but it does not present other operational problems; I would very much prefer to find a long term CFO as soon as possible but the company can operate well with the current consultants. "

    They presented great results and the analysts were very friendly and optimistic. All he needed to do is go out there and take a victory lap, not pick quarrels.

  • It seems it disconnected mid question and never recovered? Is that just me?

  • It is just painful to listen.

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