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Celestica Inc. Message Board

joshua1779 19 posts  |  Last Activity: Dec 19, 2014 4:40 PM Member since: Mar 19, 2009
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  • Reply to

    Upcoming Products from Actions

    by value_investor_1001 Nov 19, 2014 7:25 PM
    joshua1779 joshua1779 Dec 19, 2014 4:40 PM Flag

    What is the "64-bit solution for high-end tablets."? Will they show it?

  • joshua1779 joshua1779 Dec 9, 2014 2:39 PM Flag

    ATM7059 is just so so. It is an ok product but it will not let ACTS win the contest with the other guys. What could make the difference is the next ATM9xxx that they have hinted about a month ago. It was to be released before end of 2014. Will it be released? So far not a peep from the management.

  • joshua1779 joshua1779 Dec 8, 2014 5:21 PM Flag

    I assume this is a proposal and not a done deal. Accretive wants to get a much biggler role but their holdings are only 9% so where do they get power to push through their ideas?
    I'm not sure all these are good ideas. ACTS is in a market position battle for the top tablet SOC CPU and its competitors have good product. R&D is needed to come up with chips better than the competition. So far they just pulled close to even. Stopping R&D expenses now makes no sense, unless you decide to withdraw from the contest tith Rockchip, Allwinner and others and stop making these chips.

  • joshua1779 joshua1779 Dec 1, 2014 3:38 PM Flag

    Simple, just sell your stock or short if you have none.

  • Reply to

    Upcoming Products from Actions

    by value_investor_1001 Nov 19, 2014 7:25 PM
    joshua1779 joshua1779 Dec 1, 2014 1:57 PM Flag

    " 64bit ARMv8 ARM Cortex-A50 series processor to be named ATM9xxx" - this would leap over all the competitors. However ATM7059 does not leap at all. Compare this with the A80 from Allwinner and RK3288 from Rockchip and you can see that ATM7059 barely keeps up with these guys.

  • Reply to

    ATM7059

    by joshua1779 Nov 13, 2014 3:35 PM
    joshua1779 joshua1779 Nov 18, 2014 4:34 PM Flag

    Spark and Ramos are their partners in ATM7039. Not that bad. With the new ATM7059 who will buy ATM7039? ATM7059 has better power consumption. Still hard to fight with this RK3288 and A80. I do not see how ATM7059 is better than others. The real turn around might come with the new yet unannounced chip. They have to leap over their competitors. It will not be easy. Meanwhile just keep on competing on price and develop relationship with tablet makers.

  • Reply to

    ATM7059

    by joshua1779 Nov 13, 2014 3:35 PM
    joshua1779 joshua1779 Nov 14, 2014 8:47 PM Flag

    I listened to their transcript. ATM7059 is probably no better than RK3288. Thier real break might come from the new 64bit which they will anounce "soon". Nobody else has a real 64bit. We need to wait and see. They went all out this last quarter with spending on R&D.

  • Reply to

    ATM7059

    by joshua1779 Nov 13, 2014 3:35 PM
    joshua1779 joshua1779 Nov 14, 2014 12:10 AM Flag

    Looks to me that you should short this stock. But I do not understand on what basis you say that "they will lose big". ACTS got into the field of making tablet CPUs just over two years ago. The Chinese market at the time was dominated by Allwinner and Rockchip plus a bit Amlogic. Mediatek and Actions have now joined the fray. Actions came out of almost nowhere to have product (the ATM7039) that can compare to the leaders A30 and RK3188. This is a good achievement in two years and it costs lots of cash. However the two leaders are still way ahead of Actions. ACTS has a very strong group of engineers, over 600 strong in Zouhai and Shanghai. They develop all stuff inhouse. Now Allwinner is releasing their newest A80 and Rockchip RK3288. Both very strong entries. Actions will answer with ATM7059. All of them are very good stuff, that can try to stand up the the American ARM makers. I do not think that ATM7059 will knock out of the top spot the RK3288 and A80 but I really do not have enough knowledge to claim that. I might be wrong? Pricing will also play some role. ACTS is betting the house on this race. They are growing market share but still are way behind. They are also mentioning some new chip with something like ATM709x ID. I have no idea what it will be. To claim that they lost the race is way premature. Time will tell.
    I also need to mention Mediatek which came from the smart phone CPU market and it has excellent product and strong marketing. This is a four or even five way race.

  • joshua1779 by joshua1779 Nov 13, 2014 3:35 PM Flag

    Actions is getting ready to ship the latest CPU model ATM7059. It is a 28nm chip based on ATM Cortex A9 design. This chip will have to compete with the latest crop of new chips from ACTS competitors including RK3288. RK3288 has a head start since it is already shipping and once can purchase tables etc based on RK3288. It is also 28nm technology but based on Cortex A17 design. I have hard time figuring out differences and advantages of A9 and A17. ARMs numbering system is not following common rule that higher number always means newer and better. However A17 seem to be newer than A9. Both are 32 bit processors.
    Rockchip, Media Tech and Allwinner are main competitors of Actions. DId anybody investigate the relative competitive positions of these companies. The future success or failure of Actions depends on this. ACTS is betting house on their CPU SoC business.

  • joshua1779 joshua1779 Nov 13, 2014 3:27 PM Flag

    Spreading false rumors is a crime. Stop doing this. You can slam and criticize but do not post falsehoods.

  • Reply to

    Added more short tx guys

    by bobwins_o_phile Oct 2, 2014 1:49 PM
    joshua1779 joshua1779 Nov 10, 2014 10:27 AM Flag

    Will they be able to get discount of 2% with this bad ballance sheet? Will they get anything lower than the current 10.5% ? I don't see much chance for this.

  • No bad news and the stock is sinking fast and hard. Maybe concerns about plans to refinance their debt. It sounds like a good plan but maybe there is concern that it will not be possible to do?

  • joshua1779 joshua1779 Nov 6, 2014 1:21 PM Flag

    No. I don't work for Mary of for the company.

  • joshua1779 joshua1779 Nov 6, 2014 1:20 PM Flag

    Mistake that one did not sell for $6 a stock that went later to $1 and sits around $2. Certainly big mistake. It is not a sign of management incompetence, rather bad trading decision. Every manager makes dozens of mistakes every month. Nobody has 100% sucessful batting average. And this was not just Mary's decision. It was the whole board.
    I say she has proven many times to be a good manager by cutting skilfuly and deeply costs. The break even point is now around $40Mil. She had the foresight to develop well integrated Purion line that is the best on the market, she developed great relationship with some key customers including Samsung, she is able to retain good staff including people that head financials and production, made good decision to sell and lease back the company head offices etc. The list of good decisions is long.
    Sales of $38.5M are a real problem but check the margins on these sales. Almost the same as on $48M in Q3 2013. Part of big drop in sales was that Mary got rid of the strip division that brought in big percentage of then sales. However I think it was another good decision by Mary. It also allowed to develop stronger relationship with LAM.

  • joshua1779 joshua1779 Nov 6, 2014 12:15 PM Flag

    Yes, that was close to ten years ago and has been discussed thousands of times. This is the thing that is endlessly brought up by anybody that wants to bash.

  • Reply to

    CC

    by techcrash09 Nov 6, 2014 10:50 AM
    joshua1779 joshua1779 Nov 6, 2014 11:53 AM Flag

    They reported dismally low sales. $38.5Mil. Is this the last of such quarters?

  • joshua1779 joshua1779 Nov 5, 2014 3:19 PM Flag

    They seem to be going for broke. The R&D expenses went up 70% this quarter. Huge. This is the reason for the losses. Also writeoff was big and they sit on a large stock of product. With the new announcement of much better 28nm chips, what will be done with the 20 Million dollars of the older stock? The new ATM7059 seems world class. It ships in a few weeks. They have excellent graphics processing. Product is getting really good, but the business looks really bad. They clearly want to stay the course. They have cash to do this. It looks like risky stock because the company can go either way.

  • joshua1779 joshua1779 Nov 4, 2014 3:28 PM Flag

    She is terrible. Just announced another big order. How bad can it get.
    By the way. This is the fourth order announcement in the last two months. Your pattern of all orders coinciding with earnings report is false.

  • joshua1779 by joshua1779 Oct 23, 2014 12:18 PM Flag

    "The latest application processor is a 28nm process enhancement of its 40nm process twin, the ATM7039, announced in September 2013. Initially, Actions will offer two solutions, the ATM7039s, which is pin to pin compatible with its predecessor, the ATM7039c (40nm version), along with a more compact and efficient version, the ATM7059."
    I think this was about time to come up with 28nm wide chip if ACTS wants to keep with the top manufacturers. In fact, one would expect 22nm in six to twelwe months from now. Qualcom and Intel keep on moving on. Intel is having capability to move to 14nm although most of the products are above twenty.
    I wonder about the pricing from Actions for the new chips. Hopefuly these new two chips will allow ACTS to grab more market share.

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