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Rubicon Technology, Inc. (RBCN) Message Board

hapihammer 483 posts  |  Last Activity: Jan 23, 2015 1:17 PM Member since: Sep 1, 1998
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  • Reply to

    change of the trend possible

    by cs917047 Jan 20, 2015 6:02 AM
    hapihammer hapihammer Jan 23, 2015 1:17 PM Flag

    That was the perception but i read something this AM that they already had something going on to the tune of $10B Euros, so if true, $50B additional Euros/month.

    Either way, the death of money continues so we'll see if this sector starts to move up.

    Some sectors may move up regardless of fundamentals, others will not.

    Lots of cheap money doesn't ensure better fundamentals anywhere but it probably means more money to push up stocks.

    In the long run I'd like to believe fundamentals will rule.

  • Reply to

    Donald Kellerman

    by hzhou2000 Jan 17, 2015 11:19 AM
    hapihammer hapihammer Jan 23, 2015 11:53 AM Flag

    This thing has done nothing but fade the gap after several pieces of positive news.

    The volume is nothing to speak of but it looks like there is a total lack of interest here.

    Of course the respective phase II and phase III trials will take some time but?

  • Reply to

    news out - new product

    by beermenow5 Jan 22, 2015 9:25 AM
    hapihammer hapihammer Jan 22, 2015 1:52 PM Flag

    Maybe.

    Maybe not.

    Flip a coin.

  • hapihammer hapihammer Jan 22, 2015 1:00 PM Flag

    Possibly, I'll take your word as true and unknown in that order.

    Good luck.

  • Reply to

    over-reaction

    by andrew.marchese Jan 21, 2015 4:37 PM
    hapihammer hapihammer Jan 22, 2015 9:12 AM Flag

    Thanks dach. That makes sense but there are definitely different sets of rules for different companies.

    Maybe FFIV should come out with their own printing press and start printing there own money. :-)

    The path these Central Bankers have us on is not a good one IMHO.

  • Reply to

    green close today

    by beermenow5 Jan 21, 2015 9:38 AM
    hapihammer hapihammer Jan 21, 2015 8:10 PM Flag

    What maybe 30 trading sessions or so until earnings? Maybe they'll give close to in line guidance for 2015 like VJET did.

    Of course VJET may miss badly but that won't matter until later.

    I'm sure the overall huge reversal just barely into the start of the trading day today had nothing to do with the leaked ECB QE story. It was in the bag. :-)

  • Reply to

    $322 tomorrow.

    by geegenjar Jan 21, 2015 4:06 PM
    hapihammer hapihammer Jan 21, 2015 7:55 PM Flag

    You got it.

  • Reply to

    $322 tomorrow.

    by geegenjar Jan 21, 2015 4:06 PM
    hapihammer hapihammer Jan 21, 2015 7:55 PM Flag

    I could see some of the front running money coming out of NFLX to prop this further up. They often run in tandem over time.

    Today's "rumor" just proves crooks gotta do what crooks gotta do.

  • Reply to

    talk about overdone!

    by paliuchi Jan 21, 2015 6:25 PM
    hapihammer hapihammer Jan 21, 2015 7:42 PM Flag

    Well that's the opposite. Get the crooks on the right side of this one like Bezos and cohorts other there and nothing matters, That thing should have cratered long ago and went up on a fake rumor today.

  • Reply to

    over-reaction

    by andrew.marchese Jan 21, 2015 4:37 PM
    hapihammer hapihammer Jan 21, 2015 7:38 PM Flag

    I have no position long or short but can someone explain the beating for a small miss and guide down.

    Wall Street up to their usual nonsense of how they're positioned or?

  • Reply to

    Is CRM about to hit a air pocket ?

    by agm_ny Jan 21, 2015 7:01 PM
    hapihammer hapihammer Jan 21, 2015 7:33 PM Flag

    It's in the bag like it always is. Deferred revenue gets booked and the growth curve stays on a relatively straight line, haven't you see the graph?

  • Reply to

    Suppose Salesforce was run sensibly

    by rastarich Jan 15, 2015 5:46 PM
    hapihammer hapihammer Jan 21, 2015 7:31 PM Flag

    I think he simply looks at all the numbers and makes some assumptions and see what they spit out in addition to stating what level the company would have to grow at to be worth today's price.

    In a normalized market, which we still don't have, many of the stocks he profiles will not hold up.

    Fortunately for those long Momentum of former MOMO darlings we now have the ECB up in the QE money printing parade taking place around the globe. Many believe the US will be back in the QE business before the end of 2015 but we will see.

    In some ways I regret not having any children because I like kids but I really wonder what the world will look like after building all the additional debt to get out of debt and spark the economy will truly look like.

    I tend to think we have some ugly times in front of us.

  • Reply to

    still holding 1000

    by songciti Jan 21, 2015 8:14 AM
    hapihammer hapihammer Jan 21, 2015 7:21 PM Flag

    No doubt the CEO is very strong but that gets built into valuation also.

    Excellent point about the malaise at an existing competitor. Yes I've been wrong before in plenty of other MOMOs sometimes even until I was right like in the 3D printing sector which may or may not be finally making a bottom. I do believe a lot of these large moves here have to do with positioning before the release and in this case probably a good deal of relief that previous statements about potential pricing elasticity issues were backed off of.

    Buy low, sell high even in a QE market. I'm not playing the IBD MOMO buy high and sell higher unless I'm very confident.

    I wouldn't buy much these days unless i thought a stock was a value with us near all time highs in a somewhat artificial market.

    Let's see how much the market simply celebrates ECB QE going forward. There's little doubt it had an affect today (not here but market wide) as the story of it magically broke barely into the start of trading.

  • Reply to

    Could the Rumors be true

    by raymontomas Jan 21, 2015 1:25 PM
    hapihammer hapihammer Jan 21, 2015 1:52 PM Flag

    I would think he would wait for a significant discount from here and at that point it would be fisticuffs with Jeffy.

    Perhaps the old guy would slap him around a bit. :-)

  • Reply to

    still holding 1000

    by songciti Jan 21, 2015 8:14 AM
    hapihammer hapihammer Jan 21, 2015 1:42 PM Flag

    I don't doubt your sincerity of thought here.

    It's certainly possible but I don't see this risk/reward being worth it at this level. They will certainly continue to have growth in Subs and thus revenue but any blips and you get the same whipsaws we saw the last 2 quarters.

    For a LT holder that really doesn't matter.

    Do you feel they have anything truly proprietary at this point? They have a well known brand for sure. Will competition from here drive margins up or down? That's why i see it as a race to the bottom.

    Now, do you ultimately see them as a takeout or stand alone several years from now?

    QE is a drug to the markets, particularly MOMO stocks. let's leave this one out because they reported last night but other said MOMOs without any fundamental news are celebrating ECB money printing.

    The markets are becoming more and more conflicted as oil has gotten crushed, commodities in general doing horribly, aka copper. Gold and silver rallying recently.

    i read this morning that Q4 and Q1 earnings estimates have dropped significantly since 12/1/14.

    All this stuff is telling us something and it's not all rosy for the markets.

    So my market concerns and risk/reward here is why I would not invest at this level.

    Continued good luck but be careful out there.

  • Reply to

    still holding 1000

    by songciti Jan 21, 2015 8:14 AM
    hapihammer hapihammer Jan 21, 2015 12:19 PM Flag

    Please. I have no ego involved here.

    Obviously streaming will only grow but to assume beyond a shadow of doubt that this will be all and end all of what is bound to be a race to the bottom in an extended market?

    No thanks.

    Congratulations and more power to you for your cheap buy but we are talking about right here where it is.

    No way would i buy it in this market.

    Of course with a huge ECB QE program coming most likely the MOMOs are celebrating today and maybe that fuels 2015 instead of fundamentals.

    USA QE again before the end of 2015?

  • Reply to

    That was bad: $306.

    by geegenjar Jan 21, 2015 11:19 AM
    hapihammer hapihammer Jan 21, 2015 12:01 PM Flag

    Supposedly a Carl Icahn rumor of a buy which he already denied.

    Typical Wall Street nonsense.

  • Reply to

    still holding 1000

    by songciti Jan 21, 2015 8:14 AM
    hapihammer hapihammer Jan 21, 2015 11:42 AM Flag

    Excellent! Good for you. The ECB action may keep the games going for a while in the markets. This ran up on an OK report after a plunge on a bad report last quarter.

    How many companies don't have a real conference call per say. is it normal to have 2 bullish sell side analysts run an "interview" so to speak?

    This remains a story stock. There's enough ambiguity that by the time it becomes clear how much of a success this will be it could be higher. As was the case the last two quarters something tells me positioning has a lot to do with the level of "success" perceived.

    Money continues to die globally and I fear what that means for humanity.

  • hapihammer hapihammer Jan 20, 2015 8:04 PM Flag

    Thanks for your reply.

  • hapihammer hapihammer Jan 20, 2015 7:33 PM Flag

    Do you believe timing of shows affects the ratio of paid subs added vs total subs added by Q.

    I noticed the last 2 Qs that ratio is about .88 paid/total added while the previous quarters typically show this ratio greater than 1. Obviously lots of trials were added later in the quarter.

    Thanks.

RBCN
3.94+0.02(+0.51%)Jan 23 4:00 PMEST

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