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Intel Corporation Message Board

marty.chilberg 26 posts  |  Last Activity: Dec 12, 2014 11:43 AM Member since: Dec 30, 2009
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  • Reply to

    Question for the board

    by philoette Dec 12, 2014 10:55 AM
    marty.chilberg marty.chilberg Dec 12, 2014 11:43 AM Flag

    Likewise!

  • Reply to

    Question for the board

    by philoette Dec 12, 2014 10:55 AM
    marty.chilberg marty.chilberg Dec 12, 2014 11:26 AM Flag

    I have no company specific insights but will give it a response. The BPA is akin to a contract vehicle that enables agencies to order, but doesn't ensure amount or timing. When you read company press releases about orders and options, investors should pay close attention to both. The order is funded and now in backlog. Options are just that. IMO the company is focusing too much on options as they build external excitement even though these are future possible orders with set prices only. They generally aren't funded or commited and can be cancelled. The company has some insight but not enough to provide solid guidance so they hide behind the analysts. Not good or bad as both approaches are seen, but with small companies that are not well followed, it is a challenge to say the least.

    Does Craig have access to management and do they "coach" him in what they are hearing from various agencies? Pretty likely though they can't provide selective disclosure so more anecdotal than substantial. He is also likely hearing from lots of other companies about govt funding and trends which adds to his ability to forecast. The biggest issue continues to be that these DOA orders have very low margins so any ramp to costs in anticipation of future delivery flow puts significant pressure on bottom line, even if the orders become funded. WYY needs some ancillary orders that are not govt so they can get some higher margin revenues before they will see much bottom line improvement. That's why I only have a starter position and won't add without some evidence of this happening.

    Not sure why some feel the need to bash those that are more fully committed but that's the internet and message boards. Everyone gets to be a bully or a rock star. GL

  • Reply to

    Bring On The Lawyers!!!

    by mark7182002 Dec 11, 2014 10:28 AM
    marty.chilberg marty.chilberg Dec 11, 2014 11:10 AM Flag

    Think Airbus has an incentive to settle?
    Less than two months after changing its name from Cassidian Communications, North American public-safety-communications vendor Airbus DS Communications is the subject of divestiture plans by its international parent company—Airbus Group—which has decided to focus its resources on aircraft-related industries.

    Under the “portfolio optimization” plan unveiled last week, Airbus Defense and Space defined space (launchers and satellites), military aircraft, missiles and related systems and services as its future core businesses. Non-core businesses, such as Airbus DS Communications and other public-safety-communications units, have been “identified as divestment candidates, as they do not fit the strategic goals” and “will have better chances for growth and market success in different ownership structures,” according to an Airbus Defense and Space press release.

  • Reply to

    an SC 13D has been filed

    by mccutcheon43 Nov 25, 2014 9:24 AM
    marty.chilberg marty.chilberg Dec 11, 2014 10:28 AM Flag

    LoL.

  • I'm prepping for an interview with Jay Whitehurst next week in anticipation of writing an article on the Commercial Segment of TSYS. Any recommended Q's to include? Leave them on my Seeking Alpha blog or bridgetunnelinvestor

  • Reply to

    LAD Continues To Take a Beating

    by nuthead48 Nov 13, 2014 5:12 PM
    marty.chilberg marty.chilberg Dec 2, 2014 9:35 AM Flag

    Doesn'gt that argue that this acquisition is even more important. They brought in an existing operation with a management team that understand these east coast markets. Sell off is still tied to the reduced forward guidance IMO

  • Reply to

    an SC 13D has been filed

    by mccutcheon43 Nov 25, 2014 9:24 AM
    marty.chilberg marty.chilberg Nov 25, 2014 12:21 PM Flag

    Another minor bullish signal....2 board members bought 5k shs on open market this month. Can't recall the last actual insider purchase of shares that weren't an option or stock award.

  • Reply to

    an SC 13D has been filed

    by mccutcheon43 Nov 25, 2014 9:24 AM
    marty.chilberg marty.chilberg Nov 25, 2014 10:27 AM Flag

    This could be a pretty big deal for shareholders. Becker Drapkin, Carlo Cannell and Dimensional are all activist institutional investors. Combined they now control almost 20% of class A. All they have to do is get a couple of the other insttutions to vote with them and they have more voting power than the Class B that Maurice Tose has.

  • marty.chilberg marty.chilberg Nov 14, 2014 12:52 PM Flag

    Glad it helped. Main thing to remember is that in and of itself, this nontax charge isn't that important. Understanding what led to it is and the same set of facts that led to the need to draw down the shelf.

  • marty.chilberg marty.chilberg Nov 14, 2014 12:36 PM Flag

    Tried 3x to post a technical explanation but yahoo keeps deleting. Check WYY on bridgetunnelinvestor for an explanation

  • marty.chilberg marty.chilberg Nov 14, 2014 12:29 PM Flag

    It's likely the CFO was not strong in GAAP treatment of income taxes. The early estimate was likely before the auditors looked over their results and forecasts which led to the charge.

  • Reply to

    Fair Value??

    by mark7182002 Oct 31, 2014 10:22 AM
    marty.chilberg marty.chilberg Oct 31, 2014 1:39 PM Flag

    Nice trade. I bought before the run up and bought more today. Should have sold before call based upon our checkered past but I'm still feeling pretty good about value play here. Need to get the 10Q to understand a couple things.

  • Reply to

    Finally a little upward action

    by cabazoner2 Oct 28, 2014 1:40 PM
    marty.chilberg marty.chilberg Oct 28, 2014 7:18 PM Flag

    I always watch stocks for a few days before and after the earnings announcement to get a feel for any trading patterns. So far this pattern is not the same as we've seen in the past. We are currently up 8% with 2 more trading days until earnings. I don't think anyone should read too much into it, but just putting the facts out there.

    TSYS for the past 4 quarters:
    Q3-13 stock didn't change during the 3 days heading into the call on Oct 30th
    Q4-13 stock decreased 7% during the 3 days heading into the call on Jan 31st
    Q1-14 stock increased 3% during the 3 days heading into the call on May 1st
    Q2-14 stock decreased 5% during the 3 days heading into the call on Jul 31st.. All on 31st

  • Reply to

    virtumedix

    by etopper12 Oct 27, 2014 11:23 AM
    marty.chilberg marty.chilberg Oct 28, 2014 12:07 AM Flag

    They have some relationships they can leverage with their inbuilding wireless installations. They have a white paper on line if you want to search for it. I found it under TotalCom Healthcare.

  • Reply to

    Anyone holding through earnings?

    by cabazoner2 Oct 27, 2014 4:58 PM
    marty.chilberg marty.chilberg Oct 28, 2014 12:05 AM Flag

    Note I have also added a lot of posts on bridgeandtunnel recently. Prepping for an article in a couple months if they do indeed show some green shoots this quarter.

  • Reply to

    Anyone holding through earnings?

    by cabazoner2 Oct 27, 2014 4:58 PM
    marty.chilberg marty.chilberg Oct 28, 2014 12:04 AM Flag

    I'm buying into earnings. Wrote a brief blog on SA about why. Bottom line is govt systems bus is too small to kill them so the risk/reward seems reasonable. The commercial side is growing with public safety in a position to really surprise us going forward. VirtuMedix seems like a long shot but they have been pretty active in the health care area with many In-building Wireless engagements including Walter Reed, St. Elizabeth's Hospital (DC), Fort Belvior and Dewitt community hospitals. Add that to the relationship with DoD Medical Campus in TX which they did a couple years ago could mean they have some relationships that could get them in the door to sell.

    GL. Hope I don't regret buying

  • marty.chilberg marty.chilberg Oct 23, 2014 6:26 PM Flag

    Good entry price. Glad they got this in the document and everyone read it:
    Item 2.02 Results of Operations and Financial Condition.

    Based on information currently available, WidePoint Corporation (the “Company”) estimates that its revenue for the quarter ended September 30, 2014 will be in the range of $14.3 million to $14.7 million. The Company estimates loss before provision for income taxes for the quarter ended September 30, 2014 will be in the range of $0.5 million to $1.2 million. These estimates represent the most current information available to management. The Company’s normal financial closing and financial statement preparation process is in its preliminary stages. As a result, the Company’s actual financial results could be different and those differences could be material.

  • marty.chilberg marty.chilberg Oct 23, 2014 9:22 AM Flag

    I was surprised that there wasn't more reported as well. I guess everyone was waiting for the FCC report to be issued which drove the coverage over the past week. Let's see how much they talk about it on the call.

  • Pretty interesting read. Intrado software glitch brought down 911 PSAPs. TCS identified the problem and alerted participants. See bridge and tunnel investor

  • Reply to

    ESInet

    by marty.chilberg Oct 11, 2014 8:42 PM
    marty.chilberg marty.chilberg Oct 19, 2014 1:42 PM Flag

    I've bought some at these levels. Company still has issues with defense but commercial/safety side seems to be pretty vibrant

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