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Daegis Inc. Message Board

friendofthetrend 154 posts  |  Last Activity: Sep 16, 2014 7:58 AM Member since: Jan 5, 2001
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  • Reply to

    Bluecommute

    by friendofthetrend Jun 17, 2014 7:27 PM
    friendofthetrend friendofthetrend Jun 20, 2014 7:51 AM Flag

    Iteris is, of course, a technology company with not much experience marketing to the public and not a lot of reason to do that type of marketing.

    Basically, they go to a lot of meetings with cities listen to what they want, develop products based on need and when the time ,they offer solutions based on what they can do competitively and the latest products they have developed.

    So this seems to be just another thing in their bag of tricks.They seem to have a lot of patents and a lot of new products.

    But maybe their biggest asset is their relationships with various cities.

    If you Google around with key words"Iteris city meeting minutes" or even add "voted to approve", you'd be surprised at the prolific results. They go back decades with some cities as a solution provider and consultant.

    So their focus seems to be to leverage their existing relationships and let the cities be a free channel to the public via city web sites and CATV. No expense. No special sales force. Just another gizmo in the bag, ready for when the need arise in a routine meeting.

    The recent game changer for Iteris, of course, has been the availability and cost reduction for 'big data" . This app is just one product based on that game changer.

    If they get 5000 subscribers it'll be small potatoes but a fairly painless high margin cash flow I would think. Then there's the possibility for some viral or mainstream coverage and 50,000 subscribers per region.

  • Reply to

    Weather not looking so good for launch

    by chart_watcher99 Jun 18, 2014 5:17 PM
    friendofthetrend friendofthetrend Jun 20, 2014 3:00 PM Flag

    SpaceX Falcon 9 v1.1 set for Orbcomm OG2 mission
    June 20, 2014 by William Graham

    Latest article with a lot of technical info about the launch

  • friendofthetrend by friendofthetrend Jun 20, 2014 3:28 PM Flag

    OG2 Mission 1 Update: June 20, 2014

    SpaceX has begun fueling the Falcon 9 rocket in preparation for our OG2 Mission 1 launch targeted for 6:08
    pm ET this evening.

    *******************************

    Begun fueling...but weather still shaky so probably will get scrubbed.

  • friendofthetrend friendofthetrend Jun 20, 2014 6:04 PM Flag

    The launch has been postponed at least until the end of the window but is still on for TODAY.

    I tried to reply with the website but Yahoo deletes the post Orbcomm has it's own website and has a OG2 launch icon. Click that and read the 1;.00 update. It provides the live wecast site.

  • friendofthetrend by friendofthetrend Jun 20, 2014 6:58 PM Flag

    On hold for now.

  • Reply to

    June 21 2014...let's try again!

    by chart_watcher99 Jun 21, 2014 2:52 PM
    friendofthetrend friendofthetrend Jun 21, 2014 3:31 PM Flag

    No live feed today.
    From Florida Today:

    We'll be tracking it from .. press site a few miles away. Join us at 5 :00 to chat .

    This is SpaceX's 2nd attempt to launch ...after a scrub Friday ...due to fluctuating pressures in the rocket's second stage.

    The launch window goes to 6:39 p.m. ... a 60 percent chance of favorable weather.

    Engineers... believe issues can be resolved. ...fueling of the rocket should begin about four hours before liftoff, or around 1:45 p.m.

    The launch window is just under an hour...

  • Reply to

    June 21 2014...let's try again!

    by chart_watcher99 Jun 21, 2014 2:52 PM
    friendofthetrend friendofthetrend Jun 21, 2014 5:37 PM Flag

    5:10 p.m. EDT

    Officials report the six Orbcomm OG2 satellites on top of the Falcon 9 rocket are in good shape for launch this evening. Weather continues to be the major factor.

    5:07 p.m. EDT
    NEW LAUNCH TIME. SpaceX is now targeting the end of tonight's launch window at 6:39 p.m. EDT (2239 GMT), according to the U.S. Air Force. No information was given on the reason for the delay.

  • friendofthetrend by friendofthetrend Jun 21, 2014 5:47 PM Flag

    No technical issues being worked on. Weather is the issue to watch. Press has not gotten to site where they can report on the launch, due to weather, some are reporting.

  • Reply to

    does anyone has any information???

    by financeprimitiveart Jun 21, 2014 5:49 PM
    friendofthetrend friendofthetrend Jun 21, 2014 6:21 PM Flag

    Launch is set for 6:39. Still may happen today if weather happens to be good enough at launch time.
    I've been following tweets of Greg Pallone on orbcomm launch. He's a reporter, I think, who tweets on the launch. Also Space Flight Now.

  • Reply to

    launch canceled

    by zxqwertas Jun 21, 2014 6:32 PM
    friendofthetrend friendofthetrend Jun 21, 2014 6:44 PM Flag

    Maybe weather will not be so shaky tomorrow. Hard to believe but, at some point, IT WILL LAUNCH!! Just not today!!

  • Reply to

    Bluecommute

    by friendofthetrend Jun 17, 2014 7:27 PM
    friendofthetrend friendofthetrend Jun 21, 2014 7:14 PM Flag

    The main competitors to this app seem to be Waze and Sigalert. Sigalert was just featured in a CNN Money report. So mainstream media can boost downloads direct from consumers. Sigalert costs $19.95 a yr. WAZE is free, as I said,

    From bluecommute site:
    BlueCommute ...was developed by Iteris for the Los Angeles County Public Works Department. The intent of this demonstration project is...deploy personalized traveler information service in the El Segundo area. Ultimately...BlueCommute may serve tens of thousands of Los Angeles area travelers. While in the demonstration phases ...it's... free.

  • Reply to

    6-222014 8:50 am EDT Update

    by se_tex_guy Jun 22, 2014 8:50 AM
    friendofthetrend friendofthetrend Jun 22, 2014 9:06 AM Flag

    40% chance of rain predicted, right now... keep your fingers crossed...

  • Reply to

    June 22nd update

    by zxqwertas Jun 22, 2014 4:24 PM
    friendofthetrend friendofthetrend Jun 22, 2014 5:43 PM Flag

    Space Flight Now:

    "the problem may have been a component in the system used to move engine nozzles for steering during the climb to space."

  • friendofthetrend by friendofthetrend Jun 23, 2014 7:42 PM Flag

    Orbcomm: We are currently targeting the first week of July

  • IT spending mindset is shifting from cost cutting to growth. Budgets are going up.

    Projects that will see the largest increases in spending this year are cloud computing and data analysis.
    26 percent of budgets are currently dedicated to funding cloud efforts. That is up from 20 percent just a year ago.

    Google: Does Cloud Computing Require A New Type of ROI Measure?
    Also Google: CIOs project healthy IT budget increases for 2014

    Listen to William Blair presentation available at GTT IR. It seems they are just beginning to roll. It takes a while for sales people to come up to productivity but the market is more than ripe, ready and willing to respond as GTT's sales force expands as planned.

    Going from 20 to 26% of budgets dedicated to cloud means a 30% increase in spending in one year.

    I have several small and micro caps but a 30% growth rate in spending in your direct niche, coupled with a well proven organization built to respond to that growth, is hard to beat. The stock price may, or may not be ahead of fundamentals for now. I don't know. But the company itself is just hitting its stride and growth curve.

    The M&A activities will continue to be in full play and impacting PPS.

    This is why I'm planning to buy any dips and add to my core. Who knows?, about the time this stock goes to $25 or so, they may win the bid on the overhaul of the US Gov't planned upgrade (as alluded to in the Blair presentation). With that, this thing could someday go to$40.

    All IMO. Expect volatility.

  • Reply to

    launch bumped till July

    by zxqwertas Jun 23, 2014 2:27 PM
    friendofthetrend friendofthetrend Jun 24, 2014 11:25 AM Flag

    paraphrased from Orbcomm site:

    Our OG2 satellites are are encapsulated, in the fairing, in a safe environment and ready for launch.

    We were hoping to launch this weekend but ran into some bad weather and technical issues.

    We think SpaceX is making the right decisions regarding the work being put into the rocket and the timing of the launch.

    The constellation ...is meant to last between 10 and 15 years and ORBCOMM continues focus on long-term shareholder value. We are confident we will launch shortly.

  • Reply to

    launch for stock price

    by analyst112 Jun 23, 2014 11:35 AM
    friendofthetrend friendofthetrend Jun 24, 2014 11:56 AM Flag

    Your idea seems interesting to throw out there but why hasn't anyone with any big money employed it as a trading idea? There has been no surge in shorting.

    So, if you are right and Orbcomm management's strategy is wrong, that would indicate that you know a bit more about the strength and relative value of Orbcomm's relationships. More than management knows. AND you must know more than any big money that would perceive the risk of sacrificing these relationships as too great, imprudent and a reason to short the stock.

    At what point do you think big money will catch on ?

    Blair upped their target from $16 to $18, I believe, after the strategy was well in place.

    Also we have new coverage initiated with buy ratings. Seems like either no one is on to this idea, or else they just don't see it as a trading idea or way to make money. I'm not sure which but it has to be one or the other. Maybe you know.

  • Reply to

    Insider Buy

    by dpuck1023 Jun 3, 2014 4:32 PM
    friendofthetrend friendofthetrend Jun 24, 2014 12:39 PM Flag

    Thanks! There have been at least 9 insiders buying this. They are even buying as it goes up. This is good. Portends a price increase. Insiders aligned with shareholder value on this one. Get on board, IMO.

  • Reply to

    Iteris and agronomy

    by friendofthetrend Jun 12, 2014 5:33 PM
    friendofthetrend friendofthetrend Jun 24, 2014 12:52 PM Flag

    "Adverse weather could easily wipe out a farm’s crops that are spaced just several miles apart."

    "You need big data and software analytics but to be competitive you will need skilled interpreters and hands on weather people. "

    “These are not simple problems to tackle. “They are easy to solve in aggregate on the national level. But when it comes down to the field level, the system is difficult to build. It requires a significant investment.”

    You may want to Google the article. But in any event, seems like Iters is invested here. They have hired agronomists and weather people. So they are used to attending meetings after meetings, dealing with city and state bureaucrats. So this should seem like a lightning fast business to go into.

  • friendofthetrend by friendofthetrend Jun 25, 2014 7:34 AM Flag

    according to Yahoo statistics.

    There are warrants with a strike price of $11.00. In the 4th Q 2013 CC, the CEO said, "We believe that the share price of our stock will be significantly higher than the strike price for those warrants in the near future."

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