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Intel Corporation Message Board

gregory.lynn 180 posts  |  Last Activity: Apr 17, 2014 7:43 AM Member since: Jun 22, 2011
  • Reply to

    RMBS Price Target

    by m_fregni Apr 17, 2014 6:14 AM
    gregory.lynn@rocketmail.com gregory.lynn Apr 17, 2014 7:43 AM Flag

    Revenue will be down from previous Q and the market will hate it, they also won't understand why with all of these settlements and 10 year agreements that revenue is forecasted to only rise around 5%.

    This is the downside to Dr. Black's plan to avoid the courtroom, the company will take in less money for licensing. This is good for the long term health of the company, but the parabolic highs in the stock are over. The market only gives rich valuations (like RMBS valuation is now) when the company is going through a massive growth phase, and the growth for Rambus is over.

    There are no more big licensees left to be signed, this is a fact.

    Sentiment: Strong Sell

  • gregory.lynn@rocketmail.com by gregory.lynn Apr 16, 2014 6:25 PM Flag

    Samsung signed a 10 year agreement in January where they went from paying 25 million a quarter to paying 15 million. That's 40 million less per year.

    Meanwhile, Micron signed a 7 year agreement which includes Elpida, but the amount they are paying on par with what Elpida was paying by themselves. Hynix is also paying very little.

    The previous quarter included one time payments from Micron, Hynix, and Samsung which are not going to be in this Q. The only real value is that they won't have to spend as much on legal fees, but this does not counter the losses they are still seeing in NBG.

    Have fun trading this POS into earnings next Monday fellas, it's going to be a REALLY BIG disappointment for longs.

    Sentiment: Strong Sell

  • Reply to

    Harry Boxer's Charts of the Day

    by thetechtraderca Apr 16, 2014 9:13 AM
    gregory.lynn@rocketmail.com gregory.lynn Apr 16, 2014 2:43 PM Flag

    There is no catalyst for this stock to propel higher. None.

    Sentiment: Strong Sell

  • gregory.lynn@rocketmail.com by gregory.lynn Apr 16, 2014 11:00 AM Flag

    Violin Memory Validated for Citrix Ready VDI Capacity ProgramViolin 6000 All Flash Array Addresses the Storage Needs of Customers Implementing VDI Using Citrix XenDesktop

    Sentiment: Strong Buy

  • gregory.lynn@rocketmail.com by gregory.lynn Apr 16, 2014 10:26 AM Flag

    If in fact the bottom is in and support is solidified at 4.45, these shorts covering will provide the rocket fuel for this stock to take off.

  • Reply to

    The 8K that was filed Tuesday 4/15/2014

    by gregory.lynn Apr 15, 2014 6:16 PM
    gregory.lynn@rocketmail.com gregory.lynn Apr 16, 2014 9:56 AM Flag

    This is not OCZ, and I did not say the exact same thing. I always said OCZ was a spec play but likely heading to BK, and that I was playing the bounce and that was it. I day traded OCZ, I am investing in VMEM. Get a life man, and stop coming up with new aliases to try and compare VMEM with OCZ it is stupid.

  • Reply to

    The 8K that was filed Tuesday 4/15/2014

    by gregory.lynn Apr 15, 2014 6:16 PM
    gregory.lynn@rocketmail.com gregory.lynn Apr 16, 2014 8:25 AM Flag

    I will give it to you though, if I had your patience it would have saved me a lot of money on the way down buying and then selling for a loss and buying back. There is a limit to the downside here though, you should recognize this in the chart.

  • Reply to

    The 8K that was filed Tuesday 4/15/2014

    by gregory.lynn Apr 15, 2014 6:16 PM
    gregory.lynn@rocketmail.com gregory.lynn Apr 16, 2014 7:56 AM Flag

    Ok, you are a value investor I take it. Don't take this the wrong way, but you are failing to see the value in the huge growth this company has shown and will show. The market is not giving a premium to VMEM stock for this immense growth, yet. Sooner or later it will, growth stocks are expected to outperform and so are rewarded by the market with rich valuations.

    This new management team is not going to screw this up, so do yourself a favor and get onboard before you miss the boat.

  • Reply to

    The 8K that was filed Tuesday 4/15/2014

    by gregory.lynn Apr 15, 2014 6:16 PM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 9:22 PM Flag

    Anyway, I found a related article on this titled: "Violin Memory (VMEM), Clinton Group Enter Standstill Pact".

    This title is amusing to me, what I think happened here if I'm not mistaken is that Clinton Group withdrew their bid to replace one of the incumbent directors on the proxy in exchange for their choice to be placed in a brand new director position created just for him.

    If so, then why is this a stand still? It seems to me that the Clinton Group got what they wanted, without having to remove board members to get it. Am I missing something, maybe my assumptions are incorrect.

    Did anybody else read this, what do you think?

  • Reply to

    The 8K that was filed Tuesday 4/15/2014

    by gregory.lynn Apr 15, 2014 6:16 PM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 9:08 PM Flag

    You are mistaking VMEM for a "momo" stock, it is not. Those high flyers have huge multiples with no more growth than Violin, whereas Violin has 40% y/y growth and multiples on par with a commodity stock not the true growth company that it is. Go compare key statistics from Yahoo for VMEM with say NMBL, TSLA, LNKD, NFLX, TWTR, the so called "momo" stocks and then come back and argue that VMEM is expensive, you can't.

    Oh, and by claiming you are waiting patiently for this stock to drop below 3 to buy you have just outed yourself as a short. Good job buddy, now I know where you stand.

    Sentiment: Strong Buy

  • gregory.lynn@rocketmail.com by gregory.lynn Apr 15, 2014 6:16 PM Flag

    It seems that The Clinton Group has settled with Violin, has nominated a board member who has a great resume, and that they are not done taking an activist investor role in VMEM.

    That is great news for investors, these guys know the value of the company and will help drive the price higher, not to mention any board members they nominate should be highly in favor of selling the company to the highest bidder.

    I'm glad to see they are still holding their big piece of the pie, and that they are obviously showing displeasure with the plunge. Every time they speak regarding VMEM, the market listens. I hope this is true again.

  • Reply to

    Very interesting day in the market today.....

    by crazyworld4u Apr 15, 2014 2:46 PM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 3:12 PM Flag

    I'm utterly confused, April options expiry is Friday and there is absolutely no volume for VMEM call or put options expiring this week.

  • Reply to

    Hopeless

    by the_twin_prime Apr 15, 2014 11:12 AM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 1:43 PM Flag

    I posted here the other day when it broke support at 3.85, this was a clear sell signal and why this stock is struggling to find support even at these low levels. I think it will be the .IXIC that carries us higher, the stock by itself is looking weaker than it should based on fundamentals.

  • Reply to

    Don't make more out of this than there is......

    by crazyworld4u Apr 15, 2014 11:55 AM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 1:41 PM Flag

    Shorts never know when to give up on this stock, I see somebody is trying to hold it below 3.50. It will be interesting to see if they give in and cover or if they have enough leverage to hold it here.

  • Reply to

    Hopeless

    by the_twin_prime Apr 15, 2014 11:12 AM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 1:22 PM Flag

    If you held this long don't sell now, it might go down more but not much. GL.

  • Reply to

    Don't make more out of this than there is......

    by crazyworld4u Apr 15, 2014 11:55 AM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 1:17 PM Flag

    Buying opportunity at hand, NSDQ just bounced off it's 200 DMA could this be the bottom?

    I'm back in at 3.43.

  • gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 7:48 AM Flag

    TA is truly an art, not a science. I actually think the market may be in for more pain too, and so I'm shorting RMBS and sitting on the sidelines still with MU.

  • Reply to

    Take the Money in Rambus and Run

    by gregory.lynn Apr 14, 2014 7:20 PM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 7:24 AM Flag

    That guy wrote the article purely on TA, based on the run up in the past few weeks this baby is due for a pull back to 10 or below, even if it eventually goes higher this will happen first. If you don't believe it too bad, this is how the stock will trade because this is how the big traders will play it to make the most profit from you pumping fools.

  • Reply to

    Fwd P/E of 60??

    by gregory.lynn Apr 14, 2014 11:36 AM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 7:21 AM Flag

    Intel would never license RMBS, never. If you had any clue you would know this, do you even know what Intel makes? What about RMBS?? Clueless pumpwad.

  • Reply to

    Fwd P/E of 60??

    by gregory.lynn Apr 14, 2014 11:36 AM
    gregory.lynn@rocketmail.com gregory.lynn Apr 15, 2014 7:19 AM Flag

    You have not been paying attention, there will be no more licensees, at least not any that will affect the top line much. All of the big boys have signed, what you should be worried about is how much LESS Samsung will be paying in order to be on par with their peers! They renegotiate this year, isn't it? LOL!!! Licensing is your ENEMY fool.

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