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Aruba Networks, AŞ Message Board

gandhip 188 posts  |  Last Activity: Jun 30, 2015 9:31 PM Member since: Aug 17, 2000
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  • Reply to

    Louder than words

    by ask_jeebe Jun 22, 2015 10:14 AM
    gandhip gandhip Jun 30, 2015 9:31 PM Flag

    NPTN is dominating 100g metro and data center interconnect market. Do you know what separates the 2?

    Also NPTN raised GM% from below 15 to above 30 in the past 15 months pruning low margin products so why cant FNSR follow suit? Look at the valuation change too

  • Reply to


    by fathertimetoretire Jun 30, 2015 1:11 PM
    gandhip gandhip Jun 30, 2015 4:22 PM Flag

    at least a portion but assume some of that average price is linked rebuying on the way down

  • Reply to

    Tim Jenks ... 800 shares? .... Really?

    by tradestoxx1981 Jun 26, 2015 9:38 AM
    gandhip gandhip Jun 26, 2015 10:54 AM Flag

    Trade - I have been having issues responding to the message boards recently in hitting the 'reply' button but I meant to agree with your notion that perhaps the insider selling is related to typical profit taking combined with option grants. If they are schooled into this thinking, then a 800 share sale would imply similar activity MMs do to push the stock lower and an insider sale is an insider sale so they could be very well wanting the price lower for the purpose you mentioned.

    I welcome and agree with much of your input which is why I have been buying as this dips, knowing we could even get to the 7's which would be an incredible buy

  • Reply to

    Of concern...

    by gandhip Jun 25, 2015 10:33 AM
    gandhip gandhip Jun 25, 2015 4:20 PM Flag

    agree - to your point the portion of sale compared to ownership Jenks has is minimal. Looking at the CFO sale, he bought those shares at a fraction of the cost earlier this year so taking that off the table is wise given the runnup.

    I believe that is creating opportunity in NPTN shares combined with a natural correction after such a meteoric move up.

  • gandhip by gandhip Jun 25, 2015 10:33 AM Flag

    Insiders sell all the time but the 'who' selling is what I keep my eye on....

    CEO sells 5k shares
    CFO sells 10k shares

    I know they (like us) see the huge rise and want to take $ off the table, but does it indicate anything of risk for the Q3/Q4 quarters?

    On the flip side, they both bought shares late last year on the open market so perhaps just taking that off the table and a 5x gain....

    Thoughts more than welcome.

  • Reply to

    NPTN vs. AAOI: A Weekly Update

    by tradestoxx1981 Mar 27, 2015 5:21 PM
    gandhip gandhip Jun 24, 2015 3:04 PM Flag

    I sold half my position early into the rally (damnit) but think it has to do with analyst late to game again. There was mention in the FNSR CC related to competition in Data Center and I think the assumption is AAOI is getting a good chunk of that business. Raymond James upgrade details referenced the strength in data center activity and I almost knew that after the shakeouts in the 17's that this was going to run but couldn't get myself to buy back those shares higher.

    I would expect either an upgrade or strong earnings + guidance (or both) shortly with the quarter wrapping up.

  • Reply to

    million $ ?

    by gandhip Jun 15, 2015 11:36 AM
    gandhip gandhip Jun 24, 2015 2:11 PM Flag

    So here we are 9 days later and $1.5 lower, and it looks like the former scenario is taking shape.

    For companies I strongly believe in mid-long term, I usually hold a trading and long term position.

    For the trading position, now is the time where I start to re-enter, knowing most likely it can go lower and have the funds to buy more. I also have a plan to buy in at mid 8's and high 7's (if it gets there). While I have 90% confidence we go lower, I do think there is a 10% chance that NPTN comes out and updates guidance for the current quarter in the next week, announcing a beat, so I don't want to miss out. The mitigating factor to this is the CFO selling 25% of his position, which is about $100k....why would he do that knowing the prospects and valuation of the company other than diversify his risk?

    I believe the current analyst expectations are too low and the stock will reach its ultimate value but that will take time. The officer insider sales (especially the CFO) are a bit unsettling but can also be justified.

    My focus now is not Q2, but the forecast for Q3 and beyond. I may have to temper my expectation for a $100MM quarter for this year but still believe the stock is undervalued vs what they will deliver.

  • gandhip gandhip Jun 21, 2015 10:06 PM Flag

    guys - every year companies are added and dropped to the Russell index. The effect on these companies stock price is negligible and I would look to other catalysts that will drive the stock price higher in the coming months, which I believe several exist.

  • gandhip gandhip Jun 21, 2015 9:57 PM Flag

    ...but he doesn't own shares, hasn't in a while and doesn't plan to. So he has no skin in the game but lurks the boards and posts hoping for a reaction, which on several occasions caved. He thinks he is smart and knows the answers, but comes across as a disgruntled former employee or someone who has lost a ton (more likely) and doesn't like the idea of other's profiting because his investment and timing failed.

    Nobody said that ZHNE is a spectacular company but if you paid pre 2012 prices you probably got shafted after several acquisitions didnt materialize on the investment and several false promises. Mory is an easy guy to poke fun at since his English is pfunny and he isn't the most energizing sales guy.

    But at $.42 - $2 this company is mega cheap and created a huge opportunity to make money in 2013 and earlier this year.

    Timing is everything....something PBWIS fails to acknowledge because he is so dead set on seeing the company fail, investors losing just as he did, or most probably both. Why else would someone with no stake be active posting drivel? Time is $

  • Reply to


    by tradestoxx1981 Jun 19, 2015 10:45 AM
    gandhip gandhip Jun 19, 2015 11:56 AM Flag

    Noticed the same. To me FNSR has failed to profit from a huge opportunity. Did you also notice the tone in mgt's voice - like they were disinterested in the call altogether,

    If the sales force at FNSR has the same tone as mgt, cant imagine them selling anything. I see FNSR's inability to execute to be NPTN's gain.

    Also, NPTN mgt always says their products in the 100g realm are second to none with a year+ advantage. Do you think its true or mgt speak. Results indicate there is some truth to it.

  • gandhip gandhip Jun 19, 2015 11:45 AM Flag

    um....of all the M&A news press releases I have read that was the most detailed, probably indirectly in response to the falling stock price.

    Point to an M&A press release that indicates the exact EPS that will be gained through an acquisition?

  • gandhip gandhip Jun 19, 2015 11:43 AM Flag

    august - why are you wasting your time (I assume valueable to you) reasoning with the unreasonables?

    If you believe what you believe, stick to it and be done. Things don't change by the minute, just the stock price.

    Everyone has an opinion so focus on posting new news related to MIFI instead of trying to win over these ppl that should not be invested here in the first place.

  • gandhip gandhip Jun 19, 2015 11:34 AM Flag

    Bronx - agree with August here.... if you don't trust management, why are you in the stock period?!? Makes no sense.

    The best we can do is connect the dots on why what happened. To me there is logic behind it that is explainable given the recent m&a news, COO departure etc

  • gandhip gandhip Jun 19, 2015 11:28 AM Flag

    'The only fact I see is people lost 40% of their invesment if they listened to you few weeks ago...'

    People like you shouldn't take stock recommendations from anyone. if someone takes the time to post an opinion at no charge, you take that advice you have only yourself to blame for your loss. It kills me when I read these types of posts that are usually knee jerk based on stock fluctuations...

    I will leave it at this...

    1) If you feel this way, don't read the message boards or invest in the stock market
    2) Hold yourself accountable for your own decisions
    3) If you feel the postings are fluff and BS, just ignore it

    Nobody put a gun to your head to make you buy this stock.

  • gandhip gandhip Jun 19, 2015 10:48 AM Flag

    guys - there are numerous factors (placement, options, finagling) that can hold a stock price down short term. Markets aren't perfect.

    Once the cloud lifts, you will look in the rear view and see this as a gift.

  • Reply to

    what is digicore's revenue?

    by hopefullyolderwiser Jun 19, 2015 9:48 AM
    gandhip gandhip Jun 19, 2015 10:46 AM Flag

    stop asking meaningful questions. The answer on the top line is in the PR - bottom line is accretive 4th qtr but extent is unknown.

  • gandhip gandhip Jun 19, 2015 10:17 AM Flag

    Wow - you actually make a decent statement...

    'A 10B5-1 is NOT a requirement when/if this "something big" happens.'

    On the first statement, posters have mentioned that he doesn't have to sell unless a price threshold is met. Not sure how much of that is true and why would he go through this exercise if he didn't plan to sell any.

    At the least, the news has made next Q's conference call that much more interesting. Funny how we always seem to say that as ZHNE shareholders

    To my previous question, why go this route when he can make sales periodically like he has been?

  • Noticed that the trades kept showing 2.94 when the bid/ask was 2.91 / 2.93 repeatedly.

    Its like the top is going to blow at any time now with another strong volume day

  • gandhip gandhip Jun 17, 2015 2:01 PM Flag

    There are a lot of events affecting MIFI that can cause this type of drop. Volume is telling and to me

  • Reply to

    Just a reminder

    by august1552 Jun 13, 2015 1:37 PM
    gandhip gandhip Jun 17, 2015 1:58 PM Flag

    at least he contributes and posts things that can be intelligently debated.

    I don't know him or his agenda but the quality of contribution is rare on these MB

    Read it and decide if there is merit or blowing smoke, but respond with facts for or against

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