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Fortinet Inc. Message Board

lottaluckeh66 92 posts  |  Last Activity: Mar 25, 2015 9:11 AM Member since: Apr 14, 2013
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  • Reply to

    81% Smartphone Penetration

    by lottaluckeh66 Mar 24, 2015 11:16 PM
    lottaluckeh66 lottaluckeh66 Mar 25, 2015 9:11 AM Flag

    oh ya.... Kraft is also a major partner of SGS, who after this morning are now part of the HJ Heinz company....as an investor it is sometimes painful in the ST to be ahead of where the business is going but in this situation our LT rewards will more than make up for it.... retailers will not need to drag brands into conversion, it will be driven by the Major consumer packaged goods companies .... that is what you call the perfect STORM..

  • lottaluckeh66 by lottaluckeh66 Mar 25, 2015 8:51 AM Flag

    NEPT issues a headline " USPTO offers positive opinion".... ENZY on the other hand goes with " ENZY reports a decision of the USPTO"... that tells you what you need to know.. do you think if it was genuinely positive they would not indicate this in the headline, like NEPT. They can't because it is not FACTUAL. I do have a question for simp.... ENZY seems to be holding out hope for the ex part re-examination that they say was stayed until the outcome of the appeal but was positive for them in that USPTO rejected all claims" .. is this double speak.. wishful thinking or is their some truth to this position.. not sure i understand where they are coming from on this.... either way, they will appeal and drag out for as long as possible which may explain the price action more than anything... GLTA

  • Reply to

    81% Smartphone Penetration

    by lottaluckeh66 Mar 24, 2015 11:16 PM
    lottaluckeh66 lottaluckeh66 Mar 25, 2015 7:22 AM Flag

    of oourse they are...and all others will follow....the brand conversation is about to be taken directly to the consumer via packaging...do you have any idea how much more efficient and effective this is going to be vs traditional forms of advertising in a highly fragmented world....it will happen faster than retailer adoption in my opinion.....

  • lottaluckeh66 by lottaluckeh66 Mar 24, 2015 11:16 PM Flag

    What I find most interesting and to be honest, most exciting, is that to date most if not all of the early excitement and discussion around the DMRC IP and the barcode technology specifically has been focused on the retailer and the benefits that come to them from increased check-out efficiency, reduced manpower & improved customer service which on their own are a very BIG deal. With smartphone penetration almost becoming ubiquitous it is my BELIEF that the BIGGER opportunity lies not here but with the evolution of brand packaging and the role it will play moving forward in controlling the conversation with consumers. Through Watermarking and the Discover platform we offer a fully immersive solution that allows brands to deliver more relevant and actionable information directly to their consumer at the most important part of the purchase cycle, when buying decisions are being made and I believe this is quickly becoming one of THE most important parts of an overall brands marketing mix. Packaging now has the ability to do so much more than brands ever thought possible and companies like Proctor & Gamble, etc will be quick to capitalize on this. It is not a coincidence that SGS does all of the packaging for P&G globally and recently become a certified service partner for DMRC. We talk a lot about Retailers needing to gain a foothold to help dictate their packaging standards to help speed up the Barcode packaging conversion but it would not surprise me at all if a major CPG announced their intent to adopt " digital packaging" to help expedite things. I actually think they need it more than the retailers and as much as we get excited about anticipating a Walmart implementation, I would happily accept P&G as a consolation prize. Crazy how much opportunity and open run way is ahead of us. Food for Thought!

  • Reply to

    Much thanks to simp08801

    by dynamitobomba Mar 24, 2015 2:15 AM
    lottaluckeh66 lottaluckeh66 Mar 24, 2015 4:06 PM Flag

    Both companies claimed victory today in their press release...obviously both can't be right.. Stock price action today suggests it might not be as obvious that NEPT was the winner...time will tell....

  • Reply to

    new short #'s tmmrw...

    by mrs_schit Mar 23, 2015 11:17 PM
    lottaluckeh66 lottaluckeh66 Mar 24, 2015 12:05 PM Flag

    notice how the volume disappears when they stop trading amongst themselves...working hard now to to keep it range bound IMO... 100 share asks consistently priced "under" the last bid.... predictable... the run up will be as quick as the push down...GLTA

  • Reply to

    Think it's a rigged game yet?

    by ghostofwho Mar 24, 2015 8:42 AM
    lottaluckeh66 lottaluckeh66 Mar 24, 2015 8:45 AM Flag

    True.. but the sudden volume surge and price action over the last 48 hours certainly gave the retail investor time to follow the herd if they were so willing... not like it wasn't transparent

  • Reply to

    fda

    by hotandtired Mar 19, 2015 4:09 PM
    lottaluckeh66 lottaluckeh66 Mar 19, 2015 7:28 PM Flag

    That is encouraging....it doesn't sound like it is a no go....just more data required

  • Reply to

    fda

    by hotandtired Mar 19, 2015 4:09 PM
    lottaluckeh66 lottaluckeh66 Mar 19, 2015 5:43 PM Flag

    i wonder if the revenue contribution follows the same split?.. or do adults "manage" it differently therefore index less as a % of revenue...... i imagine kids are diligent therefore higher revenue, adults, not so much?

  • Reply to

    fda

    by hotandtired Mar 19, 2015 4:09 PM
    lottaluckeh66 lottaluckeh66 Mar 19, 2015 5:38 PM Flag

    i read on another MB that it represents less than 10% of current advair sales.... not sure if that is factual or not... one thing is certain.. the price movement will tell the story

  • Reply to

    fda

    by hotandtired Mar 19, 2015 4:09 PM
    lottaluckeh66 lottaluckeh66 Mar 19, 2015 4:34 PM Flag

    Google it....its out....seeking alpha has an article ...so does business insider.....

  • Reply to

    fda

    by hotandtired Mar 19, 2015 4:09 PM
    lottaluckeh66 lottaluckeh66 Mar 19, 2015 4:24 PM Flag

    Any idea what % of the advair business is under 18... The split will likely dictate how the market reacts to this vote...

  • lottaluckeh66 lottaluckeh66 Mar 19, 2015 9:42 AM Flag

    big day.. another leg up and GSK steps in before it gets away from them.... sold out at $19 after the quick ride up from $11 but will get back in after the adcom regardless of the outcome..GLTA

  • Reply to

    Sometimes Patience pays off

    by lottaluckeh66 Mar 10, 2015 12:07 PM
    lottaluckeh66 lottaluckeh66 Mar 11, 2015 3:51 PM Flag

    only bought half and have a very tight stop on it... it is good to be cautious on this one... valuation is still very high relative to revenues / lack of profits and uncertain future.... it looks attractive relative to peers and relative to previous valuation but that means if the entire sector is over-valued.... opportunity vs reality...

  • lottaluckeh66 by lottaluckeh66 Mar 10, 2015 12:07 PM Flag

    Sometimes you get caught chasing, other times it comes to you.. Was able to start building a new position in VMEM this morning... picked up half of what I am looking for at $3.05....not ready to go all in just yet...lest see how she finishes this week... still have confidence in Kevin... just think he arrived a bit too late to save their independence.. his goal is transparent.. SELL... he has 100% of his entire comp package in stock + the boatload he was given to come on board..

  • Reply to

    The lack of Analyst Coverage is par for the course

    by rwkline Mar 9, 2015 5:58 PM
    lottaluckeh66 lottaluckeh66 Mar 10, 2015 11:57 AM Flag

    they only have themselves to blame... not me... you don't get the benefit of the doubt until you consistently execute and meet / beat expectations..exceeding declining expectations is a start... but guidance for 2015 is not exciting and requires a huge leap in programmatic business.... if you read between the lines the brand business is forecasted to decline ( hopefully no more than forecasted) and programatic needs to grow 200% off a small base to offset the leaky bucket.. and that is best case.. any hiccup on either side and the overall business is under tremendous strain... all about the execution.. today's action is telling.... wait and see...

  • Reply to

    The lack of Analyst Coverage is par for the course

    by rwkline Mar 9, 2015 5:58 PM
    lottaluckeh66 lottaluckeh66 Mar 9, 2015 6:47 PM Flag

    I wouldn't toot your horn too loudly.... Combined growth is forecasted at between 3-10%....so if programmatic is growing, then it suggests the other half is declining significantly, .which it is... In a sector that is growing rapidly.... Pleased with the beat ....it is a good start but with less than $50m in cash they have zero margin for error....it's all about execution now....we shall see...

  • 3-10% Top Line growth in a growing sector does not get my heart racing but beating expectation for the quarter is a solid start. He is definitely getting the ship in gear... question still remains, is it too late ? At least these results probably support a bottom for now. GLTA

  • lottaluckeh66 lottaluckeh66 Mar 8, 2015 10:17 AM Flag

    Shares are locked away and funds freed up to continue adding on the way down.....fire away, it only amplifies your already considerable risk and creates more LT upside for longs... Don't get too greedy, if you push it too low you may wake up the sleeping bear....Bruce has publicly spoken about his disdain for the manipulation of his stock and don't think He won't defend it at some point....my biggest fear is that he finds a strategic pArtner and they take it private....it would be the ideal situation for DMRC.... it could be bought for under $500M and then after 18-24 months with target, Costco, Walmart, wegmans, etc on board and a proven recurring revenue model with fat margins what do you think it would then be worth in an IPO??????We are in the early stages...anything can happen at any time and the lower the entry point, the greater the risk of something happening sooner than later..DMRC has just too much upside for it to be ignored.... Fun times...

  • lottaluckeh66 lottaluckeh66 Mar 6, 2015 3:07 PM Flag

    Willing to add....My bid of 1,000 shares at $21.92 is there for the taking....anyone want to sell me their shares

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