Wed, Apr 23, 2014, 3:33 AM EDT - U.S. Markets open in 5 hrs 57 mins

Recent

% | $
Quotes you view appear here for quick access.

Qihoo 360 Technology Co. Ltd. Message Board

jim9572 13 posts  |  Last Activity: Apr 13, 2014 12:29 PM Member since: Dec 30, 1997
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • The markets are weak keeping the stock price in check and at attractive levels to accumulate shares. Soon, very soon, mass production will begin, co-development partner will be revealed, new customer engagements and licensing deals announced...get all you can at these levels because you'll be looking at a $15-$20 stock price in another year.

    Sentiment: Strong Buy

  • Reply to

    All markets UP....PXLW DOWN

    by davidscotttrade Apr 8, 2014 11:37 AM
    jim9572 jim9572 Apr 8, 2014 8:37 PM Flag

    Well...all markets were down yesterday and PXLW was up. What do you make of that genius?

  • jim9572 jim9572 Apr 5, 2014 9:27 AM Flag

    The guy they just brought on the board is definitely a heavyweight. His extensive Apple experience, the 10K Apple customer revelation, the change in the website...keep connecting the dots folks. Great things to come for PXLW the second half of the year. This growth / speculative stock sell off going on right now is a huge gift! Load up while you can at these prices.

  • jim9572 jim9572 Apr 1, 2014 8:07 PM Flag

    A bit early to speculate on the what if's.....There's a large and rapidly growing larger market out there for PXLW's technology. Apple is just on piece of a very large video processing pie.

  • Reply to

    Check out the new Pixelworks site

    by bsdfore Mar 28, 2014 10:06 AM
    jim9572 jim9572 Mar 29, 2014 4:35 PM Flag

    Exactly right. from their overview on the web page.

    "Our products are designed with a flexible architecture that allows us to combine algorithms and functional blocks of digital and mixed signal circuitry. Accordingly, our technologies can be implemented across multiple products, in powerful combinations within single products and can be applied to a broad range of applications including smartphones, tablets, ultrabooks, TVs, monitors and projectors. The majority of our products include one or more technologies to provide optimized high-quality Video Display Processing solutions to our customers, regardless of screen size"

    Accumulate all the shares you can at these levels because soon this company is going to become a cash cow. $20 a share by the end of the year is very realistic IMO.

  • if you haven't already done so. Get your position in the stock built before the production ramp and announcements start hitting.

  • It's gonna be a fun day!

  • OK, enough talk. Let’s dive right in…
    Last night, Pixelworks (PXLW) released its 10-K (annual report) to the SEC. In it, the company made a major (and mandatory) disclosure that Apple (AAPL) represented more than 10% of its revenue. This was something I predicted in May of last year. However, prior to this filing, there was no public proof of a relationship between the two companies.
    Unsurprisingly, I was accused of “pumping” at the time (as I was when I predicted that HIMX would power Google Glass, on Seeking Alpha in March of last year). Mistrust and disbelief in a new concept is actually a very common human trait, but on Wall Street, research trumps emotions. In this case, hundreds of hours of research told me that Apple and Pixelworks would make very intuitive business partners.
    Until now, PXLW had been reticent to comment on anything to do with Apple. This is likely because Apple imposes heavy prejudices against its suppliers who discuss their dealings unless required by law. Fortunately, disclosing major (more than 10% of revenue) customers is required by the SEC.
    As a result, the proverbial cat is now out of the bag. It took longer to be vindicated this time (the HIMX vindication took four months), but needless to say, I’m excited to see this news and look forward to seeing where the relationship goes in 2014.
    For Apple, the stakes couldn’t be higher. After losing tremendous share to Samsung (SSNLF) in the past year, the Cupertino giant is scrambling find its footing. Many still doubt the viability of various “smart” products (glasses and watches, among others). However, market research firm IHS iSupply predicts that smart TVs will soon represent the majority of worldwide TV sales, with as many as 100 million expected to ship next year.
    For major smart phone vendors like Apple, competing is more than just an attractive option – it’s absolutely critical to its future. Any consumer device that can run a smart phone operating system (like Android, iOS, Windows Mobile, BB10, etc) is strategically important. Electronic devices are increasingly linked to the Internet and more importantly, each other. Failing to offer a key device potentially creates a missing link in the chain. This could lead to significant share losses in an environment where momentum defines the difference between leadership and irrelevance.
    However, AAPL has virtually no background in television technology. This contrasts greatly against Samsung, which has dominated the TV market for years. Indeed, when comparing the two vendors, this is where Samsung holds the most decided advantage. Thus, I continue to believe that Apple is looking to obtain the necessary expertise to close the gap. In my opinion, PXLW still represents Apple’s best hope.
    If That Wasn’t Enough…
    In other Pixelworks-related news this week, Digitimes reported that Ultra HD TV demand is expected to exceed 12 million units this year. With inventory build-ups in the channel, Ultra HD TV shipments are expected to far exceed the demand figure, reaching close to 18 million units. Signs continue to point toward a faster ramp for Ultra HD than I’ve been expecting, which is an obvious positive for PXLW.
    We also note that Google Trends shows that interest in projector TVs is rebounding after many years of decline. We believe that this is being led by demand in Asian countries, but closely followed by the U.S.
    In addition to being a leading player for Ultra HD video processing, PXLW is also extraordinarily well-positioned in the projector space (a position that we expect to accelerate as we proceed through 2014). The chart below indicates that PXLW is beginning to experience a macro tailwind on both counts.

  • Reply to

    market is red pxlw is definitely red,

    by bopieheart Mar 3, 2014 10:57 AM
    jim9572 jim9572 Mar 3, 2014 8:13 PM Flag

    The stock held up pretty well today and finished in the green, There is a nice base being built and if the company hits the production dates and ramps they've talked about in their cc's this will be at $10 a share by mid summer.

    Sentiment: Buy

  • This will be in the $60's tomorrow and low $60's by Friday.

  • Last CC they said they'd be releasing new products in the first half of this year. Any chance we get something new before the conference?

  • Reply to

    2 for 1 Stock Split

    by qofaslave69 Feb 24, 2014 4:53 PM
    jim9572 jim9572 Feb 24, 2014 11:26 PM Flag

    Very good...you can divide and multiply by a factor of 2. What's your point?

  • This was on Engadget. Not sure if this is good or not for PXLW. Good to have QCOM out of the picture if 4k demand is still going to take off. Not so good if 4K demand isn't quite what we've been told it will be.

    "Remember that awesome Smart TV processor Qualcomm trotted out for CES? It looks like it won't be making its way to your living room after all. The company quietly announced the death of the Snapdragon 802 this week, stating that "the overall demand for processors uniquely designed for smart TVs has proven to be smaller than anticipated." It's a shame, too -- that quad-core chip was specifically designed to push 4K content to your living room with a robust app experience, complete with multitasking support. Considering how many Android sets have hit the market in the last few years, we're left to wonder: is there really a dearth of demand, or is Qualcomm struggling to find a way to market its new silicon?"

QIHU
94.67+3.18(+3.48%)Apr 22 4:01 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Weibo Corporation
NasdaqGSTue, Apr 22, 2014 4:00 PM EDT
GW Pharmaceuticals plc
NasdaqGMTue, Apr 22, 2014 4:00 PM EDT