Nintendo Co. Ltd. Message Board

We are just under the secondary price and are priced in a range prior to the turnaround. if B/E is still on track for 2nd half, MERU is poised to climb higher from here. Watch insider activity and apply dry powder as needed.

Was this the result of the patent sale process uncovering a desire to buy the company or someone seeing value on the future business. If so how long will it take to pursue it and at what cost?

Taking a peak at the top officers and it seems as though they pay themselves quite the premium. Way too high for a company that has yet to make a profit and especially looking at revenue per FTE.

I look at this 2 ways- if salaries were reduced to normal levels they could be already turning an operating profit and would be a key driver in a potential takeover.

It would be interesting to hear validation and better yet, justification for it...

Meru's transformation has been phenomenal. Over the past year they learned to refine their focus and manage expectations better. Under promise / over deliver has been their mantra for the past 4 quarters and the stock turnaround has been the result.

The past week's news has opened a huge opportunity for meru shareholders to initiate a position or add. First, the stock tanked because meru reduced the midpoint of next quarter's guidance by $1mm yet the high range was above forecast. The conservative nature of mgt's guidance makes me confident they will beat expectations once again and are on track for B/E in the 2nd half of the year.

Why does Arun and rkus's guidance make me even more encouraged in Meru's outlook? Easy. Meru is gaining market share and penetrating accounts where they were previously disregarded as a viable option compared to arun and csco. Meru's revenue scale is much smaller and they have further room to grow as they continue their product leadership and emphasis on simplicity where the customers seek it. The common shortfall for meru's competition is the enterprise market. It is weak and so is china.

Meru's strength is in areas of education, health care and hospitality and they have a superb niche in this area. Their exposure to Asia is less than 15%. Education from a WLAN perspective is changing from simple email and casual web to video, streaming and highly intense web applications with reliability being a necessity. Meru is set up perfectly in this area.

Perfect opportunity to begin accumulation in meru shares is now. There is a changing of the guard in the WLAN space and meru will be where Aruba and rkus were just a year ago. Slap a moderate p/s ratio on next year sales and you have significant appreciation from current levels. They have to continue to execute but the pieces are def in place.

Glta

SRPT a major catalyst stock and until positive news comes out, we trend lower as shorts climb on board. I am long just a few hundy and prepared to buy in the low 20's if we get there.

Anyone have an idea of the major catalyst dates coming up

This company completely f'd investors with the manner in which they announced. They beat Q3 expectations by 100%+ and raised eps for q4 from a decent non-gaap profit compared to a loss. . Based on cash on hand they should have gone up 20-30% higher on the news. However their approach to announcing their 'losses' in 2014 was without any detail, plan or consideration to shareholder value. . They could have waited and sorted out their approach over the next quarter instead of dropping the bomb in which they did for a completely irresponsible statement regarding next year. The Q&A obviously focused on this point and it was a disaster.

Who says we are going to have 'losses' next year without any clue on #$%$ they are doing? They don't know how to manage expectations and just said we don't plan on cutting opex because we want to invest with no #$%$ plan. Any idiot could have managed their results so much better with the positive q3 results they had. They could strategize on how they lay out the quarterly foundation for '14 in piecemeal approach on next quarter's call knowing its a transitional year of growth focus and replacing a typically higher merging revenue stream with a decent margin growth plan.

Sounds like mgt wanted to announce a buy back plan, tank the stock so they can buy lower. Horrible management of shareholder value. I am a novice investor who just recently bought in and at the least can come with this conclusion unless management is really this incompetent.

Someone from the company PLEASE state otherwise for the sake of your credibility.

DAIO based in the 1.40's. We know revenue for the upcoming quarter is is $4.75MM and trending higher for a stronger second half. stock is dirt cheap. new refocused mgt team. company should def not remain private if they cannot achieve cash flow positive within 2 qtrs otherwise they are bleeding cash for no reason.

Markey cap is $13MM and they have $10MM cash.... what am i missing that is preventing this from doubling if we are able to get back to $6mm quarterly revenues. Is this a declining GM story at this point?