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Cray Inc. Message Board

fpl1971 415 posts  |  Last Activity: May 12, 2015 5:14 PM Member since: May 7, 2007
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  • avon needed to reinvent itself 3 years ago. it failed to. you can not just cut down the labor force. you need to reinvent the growth strategy. not just rely on creating foreign markets. foreign markets looks for US market for leadership. with out US growth strategy, foreign markets growth would be just a mirage. I don't get it. this seems so obvious ... maybe implementation is hard? they could of buy good small companies and grow ... when they could years ago. now they are stuck...

  • watch traders drive this stock down to high 30s tomorrow. And then hover between that and low 40s for a while.... just the way it trades.

  • Don Matrick is getting ready to get back to MSFT to head for the effort much like Nokia's deal. If you ask me, I think a take over by MSFT is imminent. Pincus is the most convenient puppet head for a CEO while the take over happens.

  • Reply to

    ESW

    by worst_of_times Mar 6, 2015 6:22 PM
    fpl1971 fpl1971 Mar 17, 2015 11:40 AM Flag

    yeah, saves lots of money going IPO. similar to a reverse IPO. why not? if they are running a legit business and think the sector is going to turn soon. ESW will want to be in the market.

  • I am not a gamer and don't play games. I liked the stock because I think it has been too negatively portrayed and also I am under the water with this stock. I look for reasons to get out, but they did many good things. CEO is connected to MSFT and is an industry veteran. The acquisition of natural motion is excellent addition and exactly what znga needed. This new game dawn of titans look really amazing and can be addictive. so that means many will play. good for the company and it is about time for znga to make a turn around. be honest with you, it has msft take over written all over it.

    Sentiment: Hold

  • this is how I think. Intel think this is $5 per share. So they put in $25M, what do you think that makes VUZI valuation after that? I would say around $6 at least. B/W, you will see it trades between $5 to $7 and dipping under $6 three times, then blast through $7 and establish a new range …. I believe this is our second time dipping below $6 since breaking $6, so one more to go?

    Sentiment: Strong Buy

  • Reply to

    HOT RUMOR GOOG WANTS GROUPON AGAIN!

    by renegade5063 Feb 9, 2015 12:00 PM
    fpl1971 fpl1971 Feb 9, 2015 12:25 PM Flag

    I really like the rumor so I give it a thumb up. LOL… I would name the new company "Googpoun" and retire the name "Groupon" after Google buys it. You would think it would be a match made in heaven.

    Sentiment: Hold

  • little dip, normal for stocks. will run back to $2 soon, maybe even before close today. good luck and go long.

    Sentiment: Hold

  • Reply to

    This valuation is so ridiculous...............

    by eagle6442 Oct 2, 2014 4:31 PM
    fpl1971 fpl1971 Oct 2, 2014 5:53 PM Flag

    go long… should be ok. msft bought minetrash for $2.3 billion … i think that hurt the stock value of znga. if minetrash is worth $2.3b, then znga is worth $6 billion. anyway … lets wait and see.

    Sentiment: Hold

  • Reply to

    YHOO to acquire MM?

    by epb2840 Sep 26, 2014 1:34 PM
    fpl1971 fpl1971 Sep 27, 2014 12:16 PM Flag

    All Yahoo needs to do to resume aggressive growth is to acquire MM. Why? Easy. Yahoo has been building content ever since the days of Levinhson and Jerry Yang. They were the very first company to recognize the importance to marrying media and internet. They have been struggling to hit that sweet spot and too bad that Yahoo has yet to really tap into their own power engine in home grown content... much ignoring the valuable precious content that they have. In essence, with MM's programmatic ad direction, Yahoo could blanket all of its contents for advertisers to have bidding war on its contents for ad space... much like what google does for searchable contents. That would be only one innovation and acquisition that Marissa needs to make. Just one and then implement it. However, as we all know, corporate America seldom ever do things that make sense. When they do, they get rewarded with fantastic results, but for some reason, they don't like to do that .. so as it makes so much sense for Yahoo to acquire MM at this low price, they won't do it. However, hopefully someone else will...

  • Reply to

    market thinks it is a good deal..

    by fpl1971 Sep 23, 2014 9:31 AM
    fpl1971 fpl1971 Sep 23, 2014 11:39 AM Flag

    I think with a good management. With a good winning record from previous positions. With a reasonably good product, they can only make it better and better everyday. $2 a share is the basic price for self sustainable company. If someone wants it, you will be looking at 6 to 7.

  • bounce up from 1.77, mr. market seems to think it is a good deal.

  • keep in mind, velti had massive debt. MM doesn't. but the stock chart still looks like velti.
    Ok.. so lets look at this fairly. no doubt consolidation in this sector is important. so MM is doing just that. Now, lets look at the credential of the CEO, sold a company to google and worked at Yahoo as part of senior management. I dont know about you and he also spent 1 million dollar to buy MM stocks out of his own pocket. Recent add on of talents are nothing to sneeze at. So why does this stock price keep going down? I would think with a quality management, the company will eventually get to a point where it will be profitable and self sustainable. At $1.77 per share, I really don't think it can go lower just because I believe that its intrinsic value exceeds that. MM is no Velti, no debt and with a highly qualified and attractive management and putting pieces together for growth. It can be a very attractive target for companies like Yahoo, Google or even Facebook to buy and monetize. This is just my 2cents, I am knee deep with MM and so my view may be biased, but I try to be objective. So go ahead and reply with your thoughts or best shots. Thanks.

    Sentiment: Hold

  • dont buy baba, ever
    dont buy yahoo today and buy it later.

    baba is all hype. watch this dog goes down to 50

    yahoo has substance. it doesnt need baba to thrive.

    but surely will try for 30 before it goes back above 40. long term, yhoo, no problem.

    baba, long term... house of pain.

  • Reply to

    Msft is wrong about Minecraft

    by pacco71 Sep 15, 2014 11:39 AM
    fpl1971 fpl1971 Sep 15, 2014 4:09 PM Flag

    If this the first large acquire by the new MSFT CEO ... I think trouble ahead of MSFT. I bet MSFT will come down on its stock price to be around $35 .. probably will reach $32 at some point. This is a #$%$ one. Minecraft has no leg ... the game reminds of me the little tiny square stickers that I used to play with that can form images. I used to spent hours on that darn thing and that was hot for a couple years and now, they don't even make it anymore. What would you pay 2.5 billion on such a fad? You can spend that money and build something that will go further. ZNGA is doing the right things. Working with NFL and Golf, you got sports associations working on promoting their games so in a way, you signed on with partners will push for your product popularity as long as you create a decent game. NFL showdown has 4 out of 5 stars... could be better, but not a bad start.

  • but watch it go back down below $9… if you read the upgrade, it says that until the latter part of 2015 will see growth. Well… until that happens, SGI is not going to trade past $10, unless manipulation by traders. Just looking at the 10Q and 10K, not too good from year 2013 to 2014.

  • watch out… the trend is going down. Still a good stock but if you are swing trading, may want to get out before it heads down to $6.20 … and I have a feeling it may break it and head south to below $6 before bouncing back again… there is no reason for this stock to trade up. Other than the hedge fund is playing it … I would be happier if mutual funds are adding grpn. Oh well.. I am out and will find a good entry point. good luck everyone.

  • Reply to

    Careful for selloff

    by fpl1971 Sep 3, 2014 10:59 AM
    fpl1971 fpl1971 Sep 4, 2014 5:48 PM Flag

    welcome to the board. lcl_liu. I am not always right, thought GRPN would take a breather at 6.20 .. it didn't and ran up to 7. just looking at the chart and thought the uptrend should at least be consolidating $6.5 to $6.7 and then make another move up. However if somehow it breaks down to below $6.5 , then we will be looking at $6.2 for support. i will take a risk and pick up some more at $6.5… hopefully it will get there and then be supported. good luck to all.

  • I like Groupon, but the recent run up is setting up for a quick drop down below $6.50. Hedgefund is going to make a quick $1 per share (~15%) and if it breaks down to $6.5 watch out for $6.20 support. After that ... can go down below $6.... no reason to run back up so quickly. If it is hedgefund buying, watching them dump ... good company, go long term, should be ok.

  • Reply to

    Oracle bought Sune Micro

    by truth_detective Aug 7, 2014 9:24 AM
    fpl1971 fpl1971 Aug 20, 2014 5:17 PM Flag

    that would make sense. don't you think? But sun micro had java, which was popular.

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