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Cray Inc. Message Board

fpl1971 363 posts  |  Last Activity: Apr 7, 2014 5:52 PM Member since: May 7, 2007
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  • stock price is getting driven down to shake the shares off the weak hands. this company doesn't have many shares on float. price will swing wildly. that is just part of the game. hang on … don't buy and don't sell. just hold on.

    Sentiment: Strong Buy

  • Reply to

    BAC Market Cap $185B and FB at $171?!

    by manny3000 Mar 21, 2014 5:53 PM
    fpl1971 fpl1971 Mar 21, 2014 6:55 PM Flag

    lol.. i was thinking the exact opposite. BAC is a real company. FB is a fad. Think myspace.

    Sentiment: Strong Buy

  • Reply to

    only 150 million float

    by fpl1971 Mar 20, 2014 5:57 PM
    fpl1971 fpl1971 Mar 20, 2014 7:13 PM Flag

    that is what I think too. renn management has been extremely financially responsive. it is funny how investors don't see it. with buy back and its cash position, this company is loaded to fire upwards. baidu would be a perfect match for renn. it is like a match made in heaven. bidu with 6 billion dollars cash position and 150 billion of market cap… to engulf renn is a piece of cake. prevent that we value renn $10 a piece, with 900 million dollars cash position, that makes buying the rest of the business at $7.5 / share with zero debt.

    Sentiment: Strong Buy

  • people… can you not see… this is setting up for a big rise. Renren only has 150millions share floating on the open market. Not sure where are the rest of the stocks. Did Renren buy back and holding them … I recall Renren was doing some buy back. I am telling you … they are setting up for a major short squeeze. This stock when going up would be leaping … you accumulate at this level. Trust me, social networking in china needs consolidation. I have a felling that Baido may do a deal soon … the question is how much and will it for a stock swap… at what premium?

    Sentiment: Strong Buy

  • 90% owned by institution and insiders. Leaving less than 12 millions to trade in the open market. This stock can be a rocket ... really fast. Watchout shorts. The squeeze will hurt real bad.

  • back when the founder quit. the stock ran up from $4 to $10 in a week. Well… that was overbought. now we have a nice correction. ready to move up from here. good luck everyone.

    Sentiment: Strong Buy

  • fpl1971 by fpl1971 Feb 23, 2014 12:45 PM Flag

    so what that we dropped 20%? if you take a long term attitude, revenue is growing nicely, they are getting out of the market that they can't compete and firming up the area that they are good at. I like what CEO said about getting offers from local merchants. GRPN got it right. I have only bought stuff from GRPN and not Livingsocial. Keep in mind, AMZN also tried to compete with Ebay and failed. Now, AMZN tries to compete with GRPN and surely enough, watch it fail. AMZN s great and will kill all brick and mortar retailers, but GRPN is not brick and mortar and is a step ahead of AMZN. They just bought and started to build this flash sales site, they are pretty smart… they will move stuff for merchants, meanwhile taking a chunk of profit. buy and hold.

    Sentiment: Strong Buy

  • Reply to

    bought 10K more at $8.28

    by songciti Feb 21, 2014 12:37 PM
    fpl1971 fpl1971 Feb 21, 2014 12:42 PM Flag

    You go. No guts no glory.

    Sentiment: Strong Buy

  • Grpn did well. They are doing the right things. Why does street react negatively? people who wanted to take profit from $4 to $12 run up are doing it now. No big deal. it is the way market works. nothing to do with real performance. Grpn is dominating the landscape … they are branching out. up and down. ok, ok… just be patient and don't sell into the loss.

    Sentiment: Strong Buy

  • fpl1971 fpl1971 Feb 20, 2014 4:29 PM Flag

    Right on! Mayer is not Sandberg. Sandberg has killer instinct. Monetize, monetize and monetize. I have ran into so many more yahoo glitches since Mayer took over. Diversified products gathering that does not have a central focus will lead to disaster for yahoo.

    Sentiment: Strong Buy

  • fpl1971 fpl1971 Feb 20, 2014 3:47 PM Flag

    Yahoo is up because jerry yang invested in alibaba and yahoo japan. Mayer has been spending cash like a drunken sailor. Ever since Levinsohn left, ad revenue has been declining. Mayer is not a good CEO for yahoo. She really has no vision and the only thing she has going for her was that she got into google early. She was passed within google for many upward positions ... And for good reason. I like yahoo and I cheered for Mayer when she joined Yahoo. But she failed to save Levinsohn brought a huge question mark to my mind. I am telling you, this new board and managements know how to monetize and that is the most important thing right now. This will go back up toward. 9 in no time.

    Sentiment: Strong Buy

  • watch it run up and then a downgrade based on this #$%$ buy. Someone will come out and say exactly what i said. mark my word. one of the analyst will downgrade by saying that FB will have hard time monetizing whatsapp. ever think why whatsapp doesn't monetize whatsapp? easy, they probably tried and saw losing users and so they stop and then act like they are purists. They play Zuckerberg card and out pokered Zukerberg. If it is that easy to monetize 450 million users and make the money projected, do you think the Whatsapp founders would walk away? Come on … we all know that from MySpace, how fast users base can erode. 19 billion dollars on something that doesn't make a dime and losing money … Zuckerberg is buying a pie in the sky. You guys who put money into this thing is tossing your hundred dollar bills into fire. bull trap, and with a analyst come out downgrade based on what I said above, this puppy will dive for $50 a share.

    Sentiment: Strong Sell

  • Reply to

    money could be better spent if buys blackberry

    by fpl1971 Feb 20, 2014 1:32 AM
    fpl1971 fpl1971 Feb 20, 2014 1:34 PM Flag

    i don't believe in great men, i believe in great ideas. ok, my point was that they calculate the valuation of whatsapp based on user growth and then the analysts are saying if they just charge users .. then they can make money back quickly. Do you realize that whatsup has no advertising, only couple IPs, no revenue and if FB starts to screw around with it, do you know the users would just drop out? like they don't know how to capitalize instagram. like Google hasn't fully monetize Youtube. The reason is simple, you change something, then users leave to another platform. Look at Craigslist, founders know this and they are very careful in changing anything. Zuckerburg soon will be renamed to suckerberg. I think sometimes when you have too much success when too young, you think you are invincible…. anyway, this could be his waterloo. I don't own FB because I don't think this junk is worth 150 billion in market cap. On other hand, I think Google is a great company and it deserves its market cap. If FB buys blackberry, it will have access to lots of IPs and have BBM security network that have already been okayed with various governments for their high level encryption. Whatsup is a novelty play and not innovation. Blackberry was a dog because of its hardware was trash. But it has tons of value if you carve out its software and security features. Which in my book worth more than $25 billion and FB could have gotten it much much cheaper.

    Sentiment: Strong Sell

  • MM is building up a good board and management team. People who know how to make money and have done it selling advertising all their lives. Levinsohn is on board, the guy was a great asset to Yahoo and yahoo screwed up and let him go as a CEO. Now you got shopholic Mayer over there running the show, so called buying talents that she has no idea how to integrate. Levinsohn was what yahoo needed and knowing the CEO of MM has a good relationship with him gives me lots of confidence that this puppy will start to sign real deals. I like the conservative estimate. Why not? You set the bar low and that gives him room to maneuver things around to make good things happen. Just based on the recent director and management changes, this puppy should be sitting at $9. MM also has only close to little over half of the stocks are at float. This is a good sign because that means lots of motivation from inside of the company to deliver. velt was a walking corp … but with recent changes, 0.03 per share, it can only pop up to 0.10 … a good speculative play. Anyway, MM is the good pick and you stick with it and let it pop to $9 and then decide what to do.

    Sentiment: Strong Buy

  • not much IP with this purchase. it is functionality seems to be redundant with some fb feature. 19 billion??? at first i thought it was 19 million. this dog is coming down.

    Sentiment: Strong Sell

  • fpl1971 by fpl1971 Feb 19, 2014 10:17 PM Flag

    This name alone should bump this stock to $9. This guy knows how to help mm to monetize. Great pick!

  • fpl1971 fpl1971 Feb 11, 2014 6:00 PM Flag

    may take a couple quarters to show results. it is not the design of the new page deserves the attention ... it is the mechanics of which design that will allow easier user interface that will rock the growth. if twitter has a site allowing content browsing while allowing massive broadcasting ... just imagine the possibilities. I say buy buy buy. low float will squeeze this stock up to the 80 or 90s and then in May, there will be selling pressure bringing this stock back down to 70 or 60s... but why not ride it up for now?

    Sentiment: Buy

  • Reply to

    twtr's IPO structure may make it run up.

    by fpl1971 Feb 10, 2014 4:11 PM
    fpl1971 fpl1971 Feb 11, 2014 8:51 AM Flag

    it is not increasing as fast, but still lots users added.... i don't use twitter too, but if they come out with a different interface, i may just use it. it is very powerful... i also become very inactive with FB. I think FB is selling #$%$ to advertisers. I am always on because I logged in FB and they don't make it easy for me to log out. so it kind of just sits there on. it is kind a fake metric that they are selling about user engagement rate. I notice many social networking sites do that .. including Google. The only one who doesn't is Yahoo.. Yahoo actually kicks me out of their ecosystem if I become inactive in so many minutes. Maybe that is why Yahoo ad revenue is falling... they are reporting real user engagement and not fake ones.

    Sentiment: Buy

  • the way IPO structured are very different b/w Twtr and FB. TWTR structured to have a sustainable increase in stock value after IPO, 181 lockout period and low float and with large single institutional ownership ... in a way, this is a very well thought out IPO. Meanwhile, FB was not. Now, we know FB has been performing recently and doing well, so does it really matter how companies structured their IPOs? Yes and No. Yes because if a company structure the IPO right, there will be room for the retail investors to make an longterm investment without getting burned early on. FB was very very rocky and probably burned many retail investors. Meanwhile, TWTR is able to sustain above its IPO price and this is by design and a well thought out IPO by Goldman and TWTR. Yes, when lockout period comes ... there will be selling pressure. But no one knows where the stock price will rest at 3 to 4 months from now. If it reaches anywhere close to $100, it will double its current market share to $40 billion dollars and compare to FB at $130 Billion evaluation, I think even growth in user base is slowed, we can safely say that twtr's revenue is still at fast growth phase... eventually will grow closer to its valuation in a couple quarters. There are many metrics to look at and I think sometimes wall street wants to focus on a single metric and make it sound like sky is falling is a sign that that they want to take your shares. I think TWTR has to be at least have the market cap of $20 billion .. it has all the big stars on it. The way to use TWTR is phenomenal and soon will be monetized with tremendous upside value.

    Sentiment: Buy

  • Ok… this is where it is peculiar. 181 days lock up period for stock to sale. only 180 million shares available on float for trading. With market value below 20 billion, meanwhile FB is around $130 billion. TWTR has massive power to move information quickly, hence advertising market is huge. Wall street is spooked by the slow in user engagement … but what if the monetization strategy actually will grow in leaps and bounds… ? will then the investors take another view of this stock and with 180 million float … don't you think many big boys will want a piece of twtr? I thought about it dropping to $30s in realtime valuation, but with its revenue growing and beating estimates and with limited float … this has the potential to be a rocket. What do you all think?

    Sentiment: Buy

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