I bought the news and believe the share price doesn't reflect the value this contract represents. It's ok with me that the stock is at the same level as two years ago. Fundamentals are gaining momentum and at some point (who knows when?) the shares will blast off.
I'm with you there, Chart. I propose we leave that post title ("This should be a $25 stock") as lead post and reply to it until that $25 day arrives - which it almost certainly will!
MLNX doing well since the buyout (yet to be finalized) of EZCH.
Looking for a move in ORBC. I think it's coming.
I agree that the wait might not be very long before we see some aggressive share buys. The plan Sumit laid out for DOCSIS 3.1 - possibly capturing 10 to 30% of a $1 to $1.5B market - ought to attract some speculative funds who can look at the company's strengths and regard it a as a low risk bet. I'll continue to hold while the plan unfolds.
The EZCH buy out this morning put some cash in the account that could get directed at Zoom. I bought MLNX
on the news and expect it to be a long term hold. We'll see.
Nice! I think we'll be seeing this shareholder appreciation gesture with regularity.
Great to be in a stock with such predictable growth opportunity and such solid management.
I trust you're still riding this horse, Z.
We should get div. news tomorrow (Thrs.).
I've had RSYS on a watch list for a long time, and I think your buy is well timed. And, of course, I was glad to see the partnership with EZCH. That one is a large hold for me.
I think we'll both be glad we upped our stake in VCM. I expect the earnings to be pretty good - maybe some DVAP contribution and, of course, currency exchange benefit. Just a couple weeks away.
"We’re taking more time than we originally envisioned, but I don’t think any one of our customers wants us to race to the cliff and fail again,” SpaceX President Gwynne Shotwell said at a webcast panel discussion at the AIAA Space 2015 conference in Pasadena, California.
The company is "a couple of months away from the next flight," she added.
added again today. If there's a problem with the company that has not yet been disclosed, this could be bad. There does seem to be a motivated seller even down here near $7 US.
There is a limit, though, to how much of a good thing (like a sale price) a guy can stand.