DDD buyout better for XONE than DDD most likely in the short term and perhaps even in the long run for just the reason you stated cyber.
Well have at it except I believe you were selling when you got worried, at least that's what you said. before that you said $1,000 in 2014 and $3,000 in 2016.
Please buy all you can, take your own advice.
The wall street excuse is a bit of a cop out. the company provided guidance and missed evey single time so far, not wall street.
That said it's all in front of them. davejonas42 part of what I read in your post is my general thought, i.e. perhaps it's still a little early for this sector.
If it isn't they will prove it otherwise this quarter with $15M-$20M in revenue and decent 2015 guidance.
Maybe tomorrow or Friday?
Then again maybe not. I know the technicals say buy but I would be careful.
I know fundies never matter in this market and this has been beaten down but haven't the wounds been self inflicted.
That said, perhaps the integration of all these acquisitions hasn't gone so smoothly and/or are still being worked through.
No position but watching the sector.
The Street had a technical article this morning that liked 5 or 6 stocks set-up including this and DDD.
If i was forced to pick it would definitely be XONE long over DDD. I think DDD is already having integration issues with all of their acquisitions not counting this latest one.
Why? Is it the technical set-up that you see? i saw an article this AM that liked several technical set-ups including this and XONE.
I' think if I was going to pick one of the two for the long run I'd take XONE over this but I'm no expert.
Maybe they are caught up in their own manipulation tech. :
Let's see, bond manipulation, precious metals and are we supposed to believe they are guilt free in the equities markets?
Agreed. Perhaps early next week.
INTC projecting 15% annualized growth in data centers the next 4 years and some think they are being conservative.
I'm not sure about that but here's the latest product release.
November 23, 2014
Silicom has launched a new line of Coleto Creek PCI Express Server Adapters (PE3iS2CO3X8 HW Accelerator Crypto Compression PCI Express Server Adapters) featuring an on-chip HW accelerator based on the Intel Coleto Creek Communication Controller. These adapters support Intel's QuickAssit Technology for Hardware Crypto and Compression Accelerator Engines.
Optimized for Intel Architecture (IA) support, Silicom's Coleto Creek PCI Express Server Adapters are based on Intel production processes that provide the industry's best performance, power and cost.
It's not an absolute assumption but you have to ask yourself how this will perform in various markets.
Look at where the market has come from during QE1,2, Operation twist, 3 and as soon as that ends Japan nearly triples their QE and china cuts rates and Europe threatens QE.
Other than the US and possibly China if you believe their numbers the rest of the world isn't doing well, there's certainly a possibility of a tepid market at minimum in 2015.
Pretty good recovery although still red on high volume even when it was down a lot.
WDAY initially down 4%-5% after hours on earnings beat and in line guidance.
Not sure what's going on in these SaaS MOMOs, either real bailing/profit taking or setting up for a future run.
They all have great growth, no GAAP profits and plenty of free share compensation to insiders.
Really, even in a so so or possibly bad market you think this sector will buck the trend?
I'm less than convinced and I'm not even sure this is the horse I'd be betting on.
Why do you think so?
Purely technical? Fundamentals getting too compelling?
Thanks for any sharing of ideas.
Oh you think I'm drumrgirl7?
That's funny. I've actually been nothing but bearish this whole sector and have previously owned puts in DDD and XONE and even SSYS a long ways back.
I think the sector may have some merit but I'm not convinced by any means that it's fully bottomed.
I currently have no position in any of them.