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VMware, Inc. Message Board

investwisely1234 677 posts  |  Last Activity: 8 hours ago Member since: Dec 1, 2009
  • Reply to

    How far this run will continue?

    by waterneo Jul 24, 2014 12:19 AM
    investwisely1234 investwisely1234 Jul 24, 2014 5:49 AM Flag

    I know, not too long ago NQ was at 26, even after the MW attack, so if NQ clear its 2013 audit, given that they are projection q1 2014 and q2 2014 to be better than last year, there i s no reason that can not get to 26 level. One big question will be that DOW does not start slipping. Also take a look at QIHU, they are trading at $95 with PE of 85 and there revenue is around 900 mil where as NQ revenue is in the 300m range, no doubt EPS relative to qihu is way behind. If we can improve EPS and even if we can get 40PE, NQ can easily make $40, you /we just have to be little patience..whihc is hard to come by knowing we are so far from this number at present..

  • Reply to

    How far this run will continue?

    by waterneo Jul 24, 2014 12:19 AM
    investwisely1234 investwisely1234 Jul 24, 2014 1:02 AM Flag

    many a long on this board are under water so all we can do is to wait it out, one thing is for certain there are not that many retail people jumping in knowing what NQ has gone through, few for sure but not enough to make a difference in the price of the stock, Any how it is going to take 3 to 6 months if all goes well for this stock to be back in 20+ range. I think it is worth the wait and if it can get to 20 then 30 to 40 is also possible provided their revenue increase YOY remains in the 60 to 70% range..

  • Reply to

    EMC should be broken up

    by investwisely1234 Jul 23, 2014 4:26 AM
    investwisely1234 investwisely1234 Jul 24, 2014 12:27 AM Flag

    You see Tucci literally fat dumb and happy, he gets his fat salary bonus and millions of free options. SO why should he have to do anything for the share holders, between him and few of his close EVP's they have been sucking up the company for their own good. You must have seen a recent article, in companies to other companies, EMC went no where for the last few years, zero increase in the share price.. As I said Tucci and his close buddies they get EMC options, VMW options, it makes me sick, Tucci has to go and so does company need to be broken up and sold to the highest bidder.. Sooner the better for all the share holders..And I still say Tucci should never have been a CEO he is third rate person, can not talk , has no presence, can not convince the market at best he is a mediocre player.

  • investwisely1234 by investwisely1234 Jul 23, 2014 4:26 AM Flag

    Tucci has done nothing to move the stock for year infact since he took office. he should hv been fired long ago. shareholders . i think Joel should hv been a CEO..

  • I know many of the long term holders are no longer interested in reading or posting until we see a PR from NQ or see material change in NQ business. We are confident in the new auditor, if NO PR from NQ, we will wait till September to check back. Good luck to all..

    Sentiment: Hold

  • There is no doubt that NQ will come back, it may take few months, But triumphant they will be..MW get ready we are coming after you..

  • investwisely1234 investwisely1234 Jul 22, 2014 4:32 AM Flag

    University of this standard do not invite liars, cheats, coward, criminals & crooks. His type belongs in special place called Jail....

  • Reply to

    Drew Bernstein recommends....

    by loontrader Jul 21, 2014 9:41 PM
    investwisely1234 investwisely1234 Jul 22, 2014 12:59 AM Flag

    That will happen in due time, thank God they got rid of PWC, they were bunch of crooks and were in with MW, they did more damage to the company than anyone. Who needs these kind of friends.. I am certain that we will get the F20 and PPS will rise, just have to wait a while, hopefully lot less time than had the PWC crooks doing the audit.

  • investwisely1234 investwisely1234 Jul 21, 2014 4:40 PM Flag

    bump must watch for ALL longs

  • investwisely1234 investwisely1234 Jul 21, 2014 1:58 PM Flag

    bump must watch for ll longs

  • investwisely1234 investwisely1234 Jul 21, 2014 1:46 PM Flag

    BUMP for other LONGS

  • Reply to


    by truthandjust Jul 20, 2014 3:38 PM
    investwisely1234 investwisely1234 Jul 21, 2014 2:35 AM Flag

    I was going to add another point on the timing of the Audit, NQ finance department has been drinking from a fire hose since the internal audits and MW claims of fraud. I bet they have learned and gained a great deal of experience though this process. So my guess is, having gone through DT, finance team has all of the 2013 financials on their finger tips, they must know which items are traceable through their own systems and which are not, I bet untraceable list is much smaller. I am also sure PWC must have made them produce these lists already. This should make the audit process with the new auditors much more easy and less time consuming. New auditors can focus their efforts on items that need more effort first. I.E what i am trying to say is I don't see this taking three to 4month instead 2 to 3 months max for the F-20 to come out. I hope i am right for our sake. It would be nice to get some sort of time line from NQ on this.

  • Reply to


    by truthandjust Jul 20, 2014 3:38 PM
    investwisely1234 investwisely1234 Jul 20, 2014 11:20 PM Flag

    I , you and other longs would welcome that info, if NQ and PWC would say something to that effect. I pray that it happens and happens soon..Like this week would be nice. By the way the other question , unrelated to current discussion, what happened on Friday, why did stock jumped , was it short covering or was it some one put in the floor, it can not be just short covering.

  • Reply to

    Neither Deloitte nor PWC could find fraud

    by kenji100 Jul 20, 2014 5:56 PM
    investwisely1234 investwisely1234 Jul 20, 2014 6:21 PM Flag

    Kenji, while we are ( some of us longs here from while back) are certain that NQ has nothing to hide, but process with new auditor can take lot of time, depending on if PWC agrees to share the 2011,12 and 2013 work files. If they don't then new auditor has his work cut out and i dont see how that can be done with in the next three months..Any thought for you or any other auditor on msg board.
    In LONGS favor here is one of the statement from DT which is a so powerful: for all shorts read it again,
    "The Investigation Team conducted a thorough review of cash reported on the Company's financial statements and the Company's cash transactions, which included the following procedures: obtained bank confirmations for the Company's accounts through in-person visits and mail; verified 99.8[1] percent of NQ's cash deposits as of December 31, 2012 (the Company's last audited financial statement); confirmed the Company's major account balances at multiple points in time from November 2013 through February 2014;
    And the finding concluded:
    The Investigation Team determined that the Company's cash balances were verifiable and consistent with public disclosures.

    (ii) The Investigation Team did not find evidence that the Company's revenues were inconsistent with public disclosures.

    (iii) The Investigation Team did not find evidence that the Company made major payments during the period under review except for legitimate business purposes to benefit the Company and its shareholders.

  • Reply to

    Another attack by SA on NQ

    by investwisely1234 Jul 20, 2014 5:13 AM
    investwisely1234 investwisely1234 Jul 20, 2014 4:20 PM Flag

    Z4 I will take a look.. Thanks

  • Reply to


    by truthandjust Jul 20, 2014 3:38 PM
    investwisely1234 investwisely1234 Jul 20, 2014 4:07 PM Flag

    Your last point is of great interest to me, "The audit is virtually done and PWC will share all info with MBP", if PWC agrees to shares the work done in 2011 12, &13 with MBP, then that would be the most telling info about what is about to happen, if they do not then there is no way MBP can get the F20 out till next year this time..NQ does not have this luxury of time, we will be delisted after September..

  • Reply to

    the new auditor thinks MW is a criminal...

    by trade.real Jul 20, 2014 3:44 AM
    investwisely1234 investwisely1234 Jul 20, 2014 5:23 AM Flag

    BJ20, I thought you were lot smarter than the guy who just wrote another sad article on NQ. Ask yourself this question , Is NQ at fault or PWC at fault. PWC since NQ inception has been doing their financials, Why the hell did they not advise NQ to fix their financial tracking systems, instead they continued to sign off their financials.. And now suddenly they want every penny accounted for and verifiable by NQ ..And by the way NQ said no problem, for any missing info you can reach out to the third parties, but NO sir that is not what PWC is wiling to agree to. By the way 3rd party verification is with in the accepted SEC rules..
    So please cover your position and go away instead of just keep posting pointless arguments. I am sorry to say I wish NQ had taking this action few months back knowing they were getting screwed by PWC..
    If you dont think what i am saying is right, please go ahead double or triple your position and we will see who ends up where in the next three months..

  • investwisely1234 by investwisely1234 Jul 20, 2014 5:13 AM Flag

    Don't these guys ever give up making far fetched stories..PWC is being unreasonable, in fact they should be hung to dry. If NQ was falsifying the records what the hell was PWC doing for the last four year signing off NQ's financials..Please give me a break and give NQ break.. All companies in the beginning go through some lax processes but with time and experience they get things right. As per the DT investigation NQ has improved most of not all of the missing parts, so going forward things will be fully documented and traceable. For 2013 what ever is missing NQ has already said that can be verified like DT did during their investigation and found no FRAUD.

  • Reply to

    Block is wise and Christian

    by ricksakdjsuch Jul 20, 2014 3:03 AM
    investwisely1234 investwisely1234 Jul 20, 2014 4:56 AM Flag

    Yes ,i never did understand this concept of one in three and three in one..This seem more like manipulation, cooking the books as they say, than what NQ is doing or has done.

  • Reply to

    Alot of speculation about these big changes but

    by britash9090 Jul 19, 2014 9:24 AM
    investwisely1234 investwisely1234 Jul 19, 2014 1:05 PM Flag

    Paddling upstream will be long, and hard from time to time, since NQ has spent and continues to spend good money in all these investigation. Which as we all know will impact EPS hence the drag on PPS from moving higher quickly. I am sure NQ can get back to above $20 in 6 months may be a year. And most of the longs like myself are left on the board own the shares outright)full cash positions). Yes it will be a long wait if NQ chooses to go this route.
    This approach works in the favor of SHORTS, because they have not suffered as longs have, seeing $26 stock come down to $4 in such a short time, now going up from 4 to 12 can take 6 months and 12 to 20 another 6 months. Where as buyout, if this is a reality then this news has to come in a day or two so they can kill these shorts real good so they too get to experience the hurt we have felt for months..

95.14+1.00(+1.06%)Sep 16 4:02 PMEDT

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