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iRobot Corporation Message Board

m32fan 288 posts  |  Last Activity: Mar 7, 2013 6:31 PM Member since: Nov 28, 2007
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  • Reply to

    today

    by tswenor7 Mar 7, 2013 3:03 PM
    m32fan m32fan Mar 7, 2013 6:31 PM Flag

    Gambler, hey,buddy, apparently it's all down you now! Where have all the grownups gone on the IRBT board? Glad you are still hanging here getting flak..

    tswenor7...if ur kidding, bazinga!...if not, grow a pair!

    Sentiment..look at the global projected growth in data centers; even in the current macro climate (hint, the Cloud wins). These are the railways of the C21st. ACPW is just one of the picks and shovels to build them with. The compact-ness and green-ness of the technology are a bonus making the datacenter designers look cool/responsible/edgey(delete as required). The demand is there. The tech works. It just needs aggressive selling/pricing.
    M32

    Real sentiment: Massively Long and Hugely Patient. Married. ; )

  • Reply to

    why the $5/shr in cash?

    by thatsmyredbag Feb 12, 2013 1:01 PM
    m32fan m32fan Feb 26, 2013 9:27 AM Flag

    Yes, A++ for timing and prescience. Take the rest of the day off, thatsmyredbag!
    Somehow don't think this will have much impact on the pps, too many macro factors already in play...
    M32

  • m32fan m32fan Feb 13, 2013 7:48 PM Flag

    Only thing ridiculous here is your spelling, Inane basher.
    M32

  • Reply to

    Things To Think About

    by pensivepop Feb 5, 2013 4:16 PM
    m32fan m32fan Feb 6, 2013 6:28 PM Flag

    Fine sentiments, Sir. All of them.
    Perhaps Tee would enjoy a case of Vermouth for all those martinis. We will have to see.
    M32

  • Reply to

    Things To Think About

    by pensivepop Feb 5, 2013 4:16 PM
    m32fan m32fan Feb 6, 2013 6:23 AM Flag

    Pens,

    So the PPS breaks five bucks, at least the Board will claim at the CC the RS worked!

    If there is real news then they should spit it out, and enjoy the plaudits on the day, otherwise yesterday's move and trebled volume just looks fishy...

    Most tech buyouts I have scored start with a c30% premium offer, but can double that if there is a counterbid. Put in perspective it would not net the return that selling out at three bucks (pre RS) eighteen months ago would have. Poor return for the risk and watching the price effectively go sideways for a year!

    On a more cheery note, Pens, what would you load up your empty truck with?

    M32

  • Reply to

    If I were An Analyst----

    by pensivepop Jan 11, 2013 9:13 AM
    m32fan m32fan Jan 13, 2013 10:16 AM Flag

    Thanks for the responses. Still unsure, as dalong makes a good point about nominee accounts. Have to be encouraged by swift response to end of "Delisting Cliff" crisis ; )
    GLA
    M32

  • Reply to

    If I were An Analyst----

    by pensivepop Jan 11, 2013 9:13 AM
    m32fan m32fan Jan 11, 2013 6:55 PM Flag

    Pens,
    What I can't get over from recent posts, is the fact that there are *only* 185 (if I recall right) investors (private and institutional?) in this company. Jeez, that almost makes us all "family"!
    Indeed many family owned business have a wider base. As I see it, we are all going to get very rich, or totally broke and inbred like the banjo-pluckin' hillbillies in "Deliverance"...
    "..don't forgit t'rope, Vergil"
    M32

  • Hi,
    There was talk awhile back of the RS PPS increase resulting in this stock qualifying for certain institutional funds. Anyone seeing signs of purchasing patterns indicating this is the case already, or will this occur at a particular date, such as month end, tax year end, or quarterly adjustment period?
    Or will the fund managers sit tight and await the next results before committing?
    Just curious.
    M32

  • m32fan by m32fan Nov 22, 2012 7:52 PM Flag

    on Thanksgiving, and spare a thought for those Texas folks caught up in the I10 smash today. Kinda puts our grumbles into perspective...
    Off topic, I know, but the are worse things than RS and Fiscal Cliffs.
    M32

  • Reply to

    Spark of

    by bu_who_bu Aug 22, 2012 2:54 PM
    m32fan m32fan Aug 23, 2012 5:11 AM Flag

    Howard's special buddy?
    Big Bang Theory, Series 4, Episode 1
    a real comedy gem!
    M32

  • Reply to

    We could run eom

    by db20091951 Jul 5, 2012 2:53 PM
    m32fan m32fan Jul 6, 2012 3:12 PM Flag

    Sheesh DB,

    Premature enunciation...

    You can get pills for that now.

    If only getting ACPW "UP" over a buck was as easy!

    When Pens away the wags do play.

    M32

  • Reply to

    Out of the gate this morning

    by teeshot_pro Jun 25, 2012 7:42 AM
    m32fan m32fan Jun 25, 2012 9:50 AM Flag

    Fair point, Pens. Especially as the Seeking Alpha writer pointed to Valence's looming delisting as a major negative. Sauce for the goose is apparently not sauce for the gander in his book.
    It look like Q3 will make or break ACPWs listing....
    M32

  • Reply to

    Presentation for Jefferies Conference now posted

    by b_radford10 Jun 19, 2012 10:37 AM
    m32fan m32fan Jun 21, 2012 2:01 PM Flag

    LOL
    The real post 9/11 peace dividend?

    Pod Pickin' PacBots and Wabbit Wranglin' Warriors, certainly more peaceful than Scrotum Squeezin' SUGVs.

    Great ideas on a slow day.
    M32

  • Reply to

    Risk/ Reward

    by teeshot_pro May 13, 2012 3:16 PM
    m32fan m32fan May 13, 2012 8:24 PM Flag

    Hi

    So do you guys think the upbeat CC comments on sales into China have legs?

    Datacentre growth could benefit with todays announced RRR changes im China and the easing of policy in order to promote infrastructure investment.

    The potential value of the Cloud to ACPW seems difficult to quantify, indeed it sounds quite nebulous (!). It will be positive, certainly, but will it be huge?

    Without a substantial and consistant increase in orders ACPW will struggle to realise its potential and move over a buck (and stay there). All longs here must by now have accepted that we hold this stock entirely on faith, because the numbers are painful. Refocus on core product has to be mirrored by increased sales efforts or the company will remain in the "Valley of Death" and bleed out cash and all our equity value.

    Half a glass of anything is 50% under-utilized, period.

    Cheers
    M32

  • Reply to

    Did You Guys Know This..?

    by pensivepep May 2, 2012 4:55 PM
    m32fan m32fan May 2, 2012 6:43 PM Flag

    Pensivep**,

    "old derelict"? Surely not..

    maybe BO-BO

    Burnt-Out, But Opulent

    Like quite a few here after the last four years.

    Cheers
    M32

  • Reply to

    An Interesting Test--

    by pensivepep May 1, 2012 1:19 PM
    m32fan m32fan May 2, 2012 2:40 PM Flag

    LOL

    Two unreformed small cap investors and an unreformable alcoholic...proved right.

    Here's to you guys! (if we hold the gains till the close)

    M32

  • Reply to

    About Tomorrow.....

    by pensivepep Apr 24, 2012 5:20 PM
    m32fan m32fan Apr 25, 2012 10:34 AM Flag

    Agreed.
    Thought the positive noises and numbers about Asia, especially China bodes well too.
    M32

  • Reply to

    Uh-oh

    by db20091951 Apr 20, 2012 12:00 PM
    m32fan m32fan Apr 22, 2012 2:37 PM Flag

    Whoa there!
    Pens in no moron. He is dead right. The only way longs are ever going to see two bucks again is when major datacentre rollouts are announced and ACPW can then take credit for the power conditioning/UPS infrastructure.
    Don't shoot the messenger..
    M32

  • Reply to

    Down-Up Mrkt.--doesn't matter

    by pensivepep Apr 5, 2012 9:20 AM
    m32fan m32fan Apr 6, 2012 1:37 PM Flag

    LOL, I never left..

    You would think Japan would be a prime candidate, given the demands placed on its grid, but ACPW management could not justify keeping a sales office open there, ie they were losing too much money. There may be other factors at play, local UPS suppliers, red tape etc.

    But that has me worried about the export potential beyond the Anglo-Saxon world (and the wealthier members of the EU).

    At one stage the Chinese seemed interested in containerised solutions after the big quake there, but I cannot recall how many wheels they actually bought. The "green" sales pitch carries less weight in many of the developing/emerging markets IMO.

    Probably will come down to developing local relationships/sales channels. That takes time and money, both of which can run out. Worst case at the same juncture.

    M32

  • Reply to

    Down-Up Mrkt.--doesn't matter

    by pensivepep Apr 5, 2012 9:20 AM
    m32fan m32fan Apr 5, 2012 7:39 PM Flag

    Good summary, DB.

    The buzzwords are "power conditioning" and "bridging". The first evens out the spikes and dips, and the second provides full baseload for a few seconds while the generators kick in.
    Definately a high value niche market, but we have all been waiting a long time to see real growth in the size of that market.
    The only useful metrics are the projected growth in Data Centres and critical infrastructure. The first potentially seems to be propelled by the Cloud, the second by general capex levels, especially Govt capex. Regulation (aka obligatory disaster recovery centres etc) lags a poor third.
    Just my take on the current state of affairs.
    Nothing short of a major series of orders will give this a leg up over one buck this side of November. Everyone is sitting on their hands waiting for leadership/clarity/visibility. Delete as required.
    M32

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