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Procera Networks, Inc. Message Board

diletante7 25 posts  |  Last Activity: Jun 11, 2014 8:04 AM Member since: Jun 4, 2013
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  • Press Release—June 11, 2014
    InvenSense Unveils World’s Best-In-Class Consumer Gyroscope For High Speed Motion And Wearable Applications
    ITG-3701 Offers a Ground-Breaking ±4000 dps Full Scale Range in a 3x3x0.75mm Package

    SAN JOSE, California, June 11, 2014 – InvenSense, Inc. (NYSE: INVN), the leading provider of MotionTracking™ system on chip (SoC) and Sound devices, announced the world’s widest full scale range (FSR) 3-axis MEMS gyroscope for high impact wearable applications. The ITG-3701 also offers the smallest size, lowest profile and lowest power, ideal for wearable applications in sports and concussion analysis. Today’s wearable sports applications require higher than the common ±2000 dps (degrees per second) FSR so that critical data is not lost at the point of impact. The ±4000 dps range of the ITG-3701 enables precise analysis of a golf or tennis racquet swing, soccer ball and basketball applications providing continuous data before, during and after impact. The InvenSense ITG-3701 directly addresses the wearable sports market technology requirements with lowest power consumption of only 5.9mW (3.3mA at 1.8V), extending battery life and an industry first 0.75mm height.

    “High-impact sports solutions saturate the gyroscope during the point of contact or very high rotation rate. The ITG-3701 solution with its unrivaled FSR will enable OEMs to collect data during the most critical juncture of a golf or tennis swing,” said Ali Foughi, Vice President of Marketing and Business Development at InvenSense. “The application goes beyond wearable sports as our solution can benefit any application that has high maneuverability and requires high speed motion analysis.”

    Sentiment: Strong Buy

  • InvenSense Hosts 2014 Developers Conference At The Santa Clara Convention Center, June 11-12, 2014

    (excerpt from the INVN press release)

    “The InvenSense Developer Community has grown exponentially to over 14,000 developers and partners. Likewise, the InvenSense Developer Conference has grown substantially. With over 400 participants from around the globe, IDC 2014 is now the largest MEMS-based developer’s conference in the world,” said Ali Foughi, Vice President of Marketing and Business Development at InvenSense. “We are planning to have expert speakers lead comprehensive discussions on over 20 diverse topics, such as inertial navigation, sensor system architecture, wearable design, sensor calibration, tutorials, and market trends.”

    Sentiment: Strong Buy

  • (some excerpts)

    "Global photovoltaic (PV) installations will reach 15GW in the final quarter of 2014, beating the previous record of 12.7GW in Q4’13 according to latest analysis from IHS. The second half of 2014 will see a surge in global PV demand driven by incentive policy changes in several key markets as well as the ramping of installations triggered by record low system prices."

    "The analysis predicts installations of just under 15GW in the final quarter of this year – a new record for the industry and a remarkable achievement. Large-scale projects will be the main driver of this, with nearly 9GW ofMW-scale systems occurring. "

    IHS predicts the top 5 solar PV markets in 2014 (in terms of newly added dc capacity) will be:
    1. China
    2. Japan
    3. USA
    4. UK
    5. Germany

    "As a result of the strong close to 2014, IHS predicts that shipments and revenue of leading solar manufacturers will increase sharply, particularly in Q3 to serve the boom of installations in the final quarter of 2014. Furthermore IHS predicts a further improvement in profitability of the industry, with gross margins throughout the PV module manufacturing chain reaching around 15% in the final quarter of 2014."

    Sentiment: Strong Buy

  • (from ARN)

    GT Advanced Technologies was the target of some unusual options trading on Monday. Investors bought 6,422 put options on the stock. This is an increase of approximately 177% compared to the average volume of 2,317 put options.

    GT Advanced Technologies was the target of some unusual options trading activity on Monday. Stock investors bought 10,768 call options on the stock. This represents an increase of approximately 198% compared to the typical volume of 3,616 call options.

    Sentiment: Strong Buy

  • Source - Fly on the wall

    Sentiment: Strong Buy

  • Some quotes from the article at Apple Insider - May 26, 2014

    "Apple is expected to include its Touch ID fingerprint sensor technology in all new iPhone and iPad devices introduced this year, one analyst says, which will grow shipments of the package to some 120 million in 2014."

    "According to noted KGI Securities analyst Ming-Chi Kuo, Apple is planning to embed Touch ID in every non-iPod iOS device launched this year, including both iPhone 6 versions, the second-generation iPad Air and refreshed iPad mini with Retina display."

    "Overall, strong iOS device sales are estimated to grow Touch ID module shipments from 36 million in 2013 to 120 million and 233 million in 2014 and 2015, respectively. The numbers represent respective year-over-year increases in production of 233 percent and 94 percent. "

    "While it has been widely speculated that Apple will implement sapphire displays in its upcoming iPhone lineup, Touch ID has been overlooked as a major component that requires the hard material. Sapphire yields from the company's Arizona plant, operated in partnership with GT Advanced Technologies, are unknown, though it can be speculated that a large amount of output will be earmarked for fingerprint sensor cover glass."

    Sentiment: Strong Buy

  • "The impact of the sapphire industry on the LED industry is likely to become bigger in the future because of the recent partnership between GTAT and Apple (Q4-2013) to set up a large sapphire manufacturing plant ($1 billion). The plant, having a rough capacity of 2 times the current qualified sapphire capacity, could totally modify the structure and evolution of the sapphire and LED industries in the next few years."

    Sentiment: Strong Buy

  • Reply to

    GTAT longs have "misplaced enthusiasm"

    by dr_effington May 23, 2014 3:05 PM
    diletante7 diletante7 May 23, 2014 5:03 PM Flag

    (Morons are actually smarter than idiots)
    But 'thumbs up" for your post.
    ( :-)

  • The line in the article that I like best is:

    "Moreover, stronger industry stands to improve GT's pricing power."

  • diletante7 diletante7 May 23, 2014 11:42 AM Flag

    (More from the Matt Margolis Obscure Analyst article)

    "Sapphire Laminate Solutions are “Not Covered” by GT’s Exclusivity with Apple"

    "During GT’s Q1 2014 conference call, Pacific Crest Securities analyst Weston Twigg asked GTAT’s CEO Tom Gutierrez a few questions that made it a bit more clear as to what is “covered” in GT’s exclusivity with Apple and what is “not covered”.:

    Weston Twigg: Do you have the same exclusivity restrictions around sapphire related to your Hyperion technology that you would on the ASF technology?

    Tom Gutierrez: We do not. But I mean, I would be insane not to offer it to my existing customers.

    Weston Twigg: Okay, but would the sapphire itself have the same restrictions if you treat it downstream coming out of a furnace?

    Tom Guiterrez: No. I don’t have those restrictions with respect to Hyperion sapphire.

    Additionally, GTAT’s CEO also made some interesting comments on the various sapphire applications as well as how “very, very optimistic” he is to deploy sapphire in various forms and applications outside of Apple."

    Sentiment: Strong Buy

  • In today's article Matt writes:

    "GT’s sapphire cover screens will provide Apple users with a significant improvement in accuracy, sensitivity and reduce the power consumption of the touch sensor."

    "GT’s exclusivity with Apple does not prevent GT from providing sapphire composite cover screens within the consumer electronic industry including the likes of Samsung and LG."

    Read the entire article over at The Obscure Analyst website.

    Sentiment: Strong Buy

  • diletante7 diletante7 May 21, 2014 8:51 AM Flag


    Make that 'SEMICONDUCTOR'

    Sentiment: Strong Buy


    (from an article by Shiri Gupta at mysmarttrend)

    "We looked at the Semiconductor Equipment industry and measured relative performance to find the top stocks. Relative outperformance is a bullish sign of underlying fundamental and technical strength. We look at yesterday's price action of all companies in this peer group."

    "GT Advanced Technologies (NASDAQ:GTAT) ranks first with a gain of 2.16%; Veeco Instruments (NASDAQ:VECO) ranks second with a gain of 1.56%; and Amkor Technology (NASDAQ:AMKR) ranks third with a gain of 1.28%."

    Sentiment: Strong Buy

  • MPIF/APMI World Congress on Powder Metallurgy and Particulate Materials

    GTAT is exhibiting in Orlando at the Walt disney World Dolphin Hotel from May 18th - 22nd
    with 450 other global materials experts.
    GTAT is exhibiting at the
    SNEC 8th (2014) International Photovoltaic Power Generation Conference & Exhibition
    being held in Shanghai from May 20th - 22nd

    Sentiment: Strong Buy

  • diletante7 diletante7 May 15, 2014 7:35 PM Flag

    From the Laureate BVI website:

    "Our sole mission has been to preserve and enhance our clients' wealth through strong absolute returns in both rising and falling markets. As an independent firm, we have no alternative agendas. We are not in the investment banking or brokerage businesses."

    "Our Managers are compensated based solely on performance, not on annual fees or commissions. This arrangement ensures that our goals and objectives are in the best interest of our clients. We have outperformed 98% of the world's most successful funds..."

    Sentiment: Strong Buy

  • Shareholders were NOT told what the specific uses would be for the enormous amount of sapphire being produced in Mesa, but they WERE told that GTAT expects all the sapphire produced there would be fully utilized by their customer Apple.

    In his article, Matt Margolis compares several possible sapphire production capacity models.

    And here's something interesting that many investors probably didn't realize:

    "........even though bloggers and various naysayers indicate that the iWatch will carry sapphire cover screens first, there is $0 of revenue for the iWatch assumed in any of the Wall Street estimates (for those who gave detail). I repeat there is $0 of revenue built into analyst forecast’s for sapphire iWatch cover screens for 2014, 2015 and 2016."

    Sentiment: Strong Buy

  • "Block trades serve as a useful indicator for investors trying to understand the sentiment of large financial institutions. Today, a total of 29 block trades were recorded, typically at least 10,000 shares of stock or more represent a single block unit. Further examination shows that the bought value of the shares was $3,488,288 versus the sold value of $2,944,766. The positive cash flow of $543,522 into the stock shows that investors have bullish sentiment."

    The article goes on to discuss option trading, and reveals that 13,494 call and 4,424 put contracts were traded yielding a 0.33 put/call ratio.

    Sentiment: Strong Buy

  • "Corporate America is going solar as more companies join President Obama's call to reduce greenhouse gas emissions."

    Companies mentioned are:

    "These companies are expanding their use of solar because it makes sense from both a business and social-responsibility viewpoint," says Rhone Resch, president of the Solar Energy Industry Industries Association, an industry group, noting 30 utility-scale projects are under construction. He said the commitments are part of "a solar boom in America that is already taking place."

    His group says new photovoltaic capacity jumped 41% last year from 2012, making solar the second-largest source (after natural gas) of new electricity in the nation. U.S. solar power has skyrocketed from 1.2 gigawatts in 2008 to an estimated 13 gigawatts today — enough to power more than 2.2 million American homes.

    "The momentum is increasing," says Daniel Urech, Obama's special assistant for energy and climate change, noting prices for solar installations have plunged more than 50% in recent years. He said the efforts of Walmart, as the nation's largest retailer, are "significant."

    Sentiment: Strong Buy

  • Reply to

    Short Interest Up Again To 35 Mil Shares

    by leehab22 Mar 25, 2014 7:19 PM
    diletante7 diletante7 May 9, 2014 7:38 PM Flag

    GT Advanced Technologies was the target of a large increase in short interest during the month of April. As of April 30th, there was short interest totalling 39,815,103 shares, an increase of 5.2% from the April 15th total of 37,863,945 shares. Approximately 29.5% of the company's stock are sold short. Based on an average daily volume of 6,674,763 shares, the short-interest ratio is presently 6.0 days.

    Sentiment: Strong Buy

  • (From patentlyapple)

    "Korean Press Reveals Poor Galaxy S5 Response Leads to Demoting the Leader of their Mobile Design Team"

    "According to a report out of Seoul Korea today, Samsung has replaced the head of its mobile design team amid criticism of the latest Galaxy S smartphone. Chang #$%$-hoon offered to resign last week and will be replaced by Lee Min-hyouk, vice president for mobile design, a Samsung spokeswoman said on Thursday."

    "The report states that "The Galaxy S5, which debuted globally last month, has received a lukewarm response from consumers due to its lack of eye-popping hardware innovations, while its plastic case design has been panned by some critics for looking cheap and made out of a conveyor belt. The Wall Street Journal said the gold-coloured back cover on the S5 looked like a Band-Aid.""

    Sentiment: Strong Buy

9.70-0.07(-0.72%)Jul 28 4:00 PMEDT

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