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Falconstor Software Inc. Message Board

high_return 320 posts  |  Last Activity: Aug 28, 2014 9:22 AM Member since: Jul 14, 1999
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  • high_return by high_return Aug 28, 2014 9:22 AM Flag

    Remark Media owns as substantial piece of Sharecare.
    Sharecare is on fire.
    Sharecare owners have no interest in an IPO IMO.
    Sharecare owners want a rich exit.
    Alibaba big IPO any day now.
    Who owns 22% of Alibaba and what will they do with all that dry powder ?
    I am speculating ..... makes sense to me

  • on TrustIntelligence by Alan Ross. Thank you estport2007 for pointing it out

  • high_return high_return Aug 23, 2014 2:49 PM Flag

    awesome stuff Vorlon. Nothing like the facts. Truth is bitter for some. Sad.

  • high_return by high_return Aug 20, 2014 5:05 PM Flag

    encouraging ...

  • Reply to

    Thoughts on Earnings?

    by beef2business Aug 13, 2014 11:35 PM
    high_return high_return Aug 19, 2014 9:31 PM Flag

    I agree. Seems to be the last 2 qtrs for example are showing material growth. 50% growth on net bookings. for sequential qtrs. Also important to note that the CEO has been able to focus 100% on the business recently having recently raised good money from smart money sources.

    Cash on the balance sheet has enabled the leadership to focus on the business and finish off new platform.

    I think worse id definitely over and al upside from here.

    Please do check out the bigger shareholders. Some very impressive names and certainly smarter then me. Always good to be in great company.

    GLTY and GLTA

  • Reply to

    Thoughts on Earnings?

    by beef2business Aug 13, 2014 11:35 PM
    high_return high_return Aug 19, 2014 9:50 AM Flag

    If I may, I like to focus on fundamentals. These never lie.

    1) Net bookings growth is ~50% for sequential quarters.
    2) The last qtr was the biggest net bookings qtr in the company's history.
    3) Balance sheet is good. They have good amount of cash
    4) Investment for new platform (enabling genuine white labeling for partners) ha snow been moved to OPEX and will facilitate more incremental and profitable growth
    5) Hiring more sales people. Think the total targeted sales headcount is ~30 if I recall.
    6) Valuation is very very cheap. Even before cash on balance sheet consideration.

    If you are worried I suggest you sell.

    I have recently been buying many more at these levels. Thank you if it is you that has been selling.

    GLTA

  • Reply to

    Thoughts on Earnings?

    by beef2business Aug 13, 2014 11:35 PM
    high_return high_return Aug 18, 2014 6:31 PM Flag

    You worry about Ted's execution? Beef2business - he grew the company's bet bookings by ~50% in sequential qtrs all on the legacy platform. He is on track in rolling out the new platform which will provide white label abilities for partners.

    So which part of his execution worries you so far?

  • Reply to

    Thoughts on Earnings?

    by beef2business Aug 13, 2014 11:35 PM
    high_return high_return Aug 17, 2014 9:49 PM Flag

    interesting. Allow me to opine.

    1. Why would you surprised that the majority of the net bookings and revenue were from legacy platform given the new platform has yet to be rolled out in any significant way as of Q2 ? Note that the legacy platform will be completely replaced by new platform.

    2. Q1's (first qtr) earnings call the CEO stated that the new platform would rollout in Q3. Company is on target . So why would you think there would be a faster rollout than that stated prior and committed timelines?

    3. I agree partners is exciting. Company stated it has 15 partners. Now - all these partners and certainly all "future" big partners (media companies for example) clearly prefer the platform can completely white label their experience. I am happy to explain white white labeling means if required, This is a very significant development.

    4. I agree again that the only real problem with this company is the lack of visibility. Certainly we ned some analysts to pick this up an I am encouraged by the decision of the new PR firm.

    5. It is perhaps surprising that you do not note that Q2 net bookings over Q1 grew by approx 50%. That is a very significant growth in sequential net bookings and all on the old legacy platform

    Imagine the growth on the new platform with all those partners leveraging white labeling abilities plus existing headroom with existing clients....

    I actually disagree with you in that this company is not worth pennies. Not at all. Annualized revenues (not net bookings) are already at approx $10M. And each qtr is growing. Addressable market is hot.

    IMHO get it while you can at this valaution.

    GLTA

  • Sharecare is the only serious and big competitor to WebMD. It's a private company getting ready for a big event. The only way to buy Sharecare is by buying MARK (Remark Media) as MARK owns 6% of Sharecare

  • Reply to

    One Man's Opinion...

    by fbw117 Aug 7, 2014 10:52 AM
    high_return high_return Aug 8, 2014 1:29 PM Flag

    fbw117 - also you have to wonder why would they do those 2 integrations to those 2 platforms. There are lots of platforms to integrate with out there but why those two specifically? I am speculating, but there must be a clear incentive to do such.

  • Reply to

    One Man's Opinion...

    by fbw117 Aug 7, 2014 10:52 AM
    high_return high_return Aug 8, 2014 1:25 PM Flag

    Understand and agree with small cash position. That's why I was intrigued (as per my other post another thread) by CEO's response to IP question on the earnings call

  • Reply to

    One Man's Opinion...

    by fbw117 Aug 7, 2014 10:52 AM
    high_return high_return Aug 7, 2014 5:12 PM Flag

    In fiarness teh revenue strategy has always been HopToWork. It seems they are forming some potentially key partnerships, Why esle would they do specialintegrations to those tow platofrm they mentioned on the call ?

  • Reply to

    I can't attend the con call

    by high_return Aug 5, 2014 4:14 PM
    high_return high_return Aug 6, 2014 6:27 PM Flag

    John Cronin
    Director
    John joined the board of directors in 2011. He is the founder, managing director and chairman of both ipCapital Group, a leading intellectual property strategy firm and ipCapital Licensing Group, a leading IP licensing Company and recently, the CEO of ipCreate. Previously, he was a distinguished inventor at IBM for 17 years where he patented 100 inventions, published over 150 technical papers, and received IBM’s “Most Distinguished Inventor Award”. As a member of the senior technical staff at the prestigious IBM Academy, Mr. Cronin led an intellectual asset team that spearheaded efforts to produce and manage the company’s intellectual property. Mr. Cronin also serves on the board of directors at Image ware, Inc

  • Reply to

    I can't attend the con call

    by high_return Aug 5, 2014 4:14 PM
    high_return high_return Aug 6, 2014 6:15 PM Flag

    Thx. I just read the transcript. JL seems to be a very good addition. I also liked Eldad's answer to the question about patents. " The answer is we can't disclose anything about that at this time. But let's say we have a plan but we just can't talk about it" Was Eldad's quote. Note that HopTo has John Cronin on the board one of the leading IP / patent guys in the world

  • any updates from the call will be greatly appreciated

  • high_return high_return Aug 4, 2014 1:07 PM Flag

    completely agree

  • Reply to

    Peter Chu about to start his magic...

    by kathlenebradshaw Jul 3, 2014 11:43 AM
    high_return high_return Aug 2, 2014 12:33 AM Flag

    can you please elaborate or are you simply speculating ??

  • as a result of HP announcement as well as continued revenue growth and VF $50M+ contract

  • IZEA Q2 2014 Bookings Grow 40% Year Over Year; All-Time Quarterly Record of $2.56M.
    Very compelling at these levels

  • Reply to

    from the ross blog... sounds good to me

    by tejdem1 Jul 9, 2014 12:45 PM
    high_return high_return Jul 9, 2014 1:54 PM Flag

    Alan not playing SA game any more. See his post. SA are making ridiculous requirements for Alan and editor has not responded to Alan to answer his questions in more than a week. Alan has stated he is no longer participating in SA ....

FALC
1.36+0.02(+1.49%)Aug 29 4:00 PMEDT

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