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REEDS, Inc. Message Board

mikthorne 10 posts  |  Last Activity: Jul 10, 2014 4:05 PM Member since: Feb 1, 2006
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  • Reply to

    The price of this stock is .....

    by sahmdars Jul 10, 2014 3:30 PM
    mikthorne mikthorne Jul 10, 2014 4:05 PM Flag

    what about us with a 5 minute time horizon. kidding. picking at your stock with the n's and I's. I wonder what the dividend yield on money invested today in this issue will be in 5 years. Hmmmm.

  • Reply to

    shhhhhhhhhh

    by mikthorne Jul 10, 2014 11:28 AM
    mikthorne mikthorne Jul 10, 2014 12:46 PM Flag

    I am not holding my breath either. yesterday had some good volume so maybe a change of pace. emphasis on the maybe.

  • mikthorne by mikthorne Jul 10, 2014 11:28 AM Flag

    do my eyes deceive me Its green. shhhhhh

  • Meantime, Red Hat is a “top idea,” he writes, based on strength of Linux and rising contribution from the other open-source offering, OpenStack:

    We continue to believe the business can sustain mid-teens or better top-line growth for the next several years. In our view, core Linux growth will remain in the double digits or better and adjacent areas like middleware, storage and Open Stack will continue to become more meaningful contributors.

  • mikthorne mikthorne Jul 9, 2014 12:49 PM Flag

    http://news.yahoo.com/israel-hits-key-hamas-targets-gaza-offensive-055325871.html

    I don't know if the link will post but it has range of rockets out of gaza. silc address seems out of range.

  • mikthorne by mikthorne Jul 7, 2014 8:15 PM Flag

    anybody have any guesses on rev. Stock price seems to be geared for below q1 which has not happened in a while. say 17 mill. so if silc does 19 million what happens and say 21 million. My take is if its below q1 and does 17 mil the stock will head down to low 30s. 19 million rev i would say mid 40s. and 21 million should put it back in the 50s.
    any thoughts.

  • Reply to

    A Little Surprise Waiting For You

    by threadender Jun 25, 2014 6:04 PM
    mikthorne mikthorne Jun 26, 2014 2:18 AM Flag

    Thread

    So far the only "evidence" of the production being bad for this quarter is the stock price going down.. Last summer the stock dropped from 43ish to 30 and this did not signify "bad production".

    Customers are always looking around for best price/value/technology. The point is that so far silc has been the beneficiary of this search as evidence by their who's who customer list , growing sales, and total lack of customer defections.

    To state that smart people say that they can design it and people won't buy it is nonsense as far silc is concerned. Design wins take years and silc products cannot easily be switched out. The customer concentration is a risk to quarterly ordering numbers for sure, but I don't think this can be taken as competitor displacing silc evidence points to growth.

    Larger facility, new products in second half, time stamp revenue, growing markets, de-facto standard in networking add on cards.

    If something comes along to change these observations then it is time for re-evaluation, but even 2007 rvbd reconfigurations seems like a blip. Revenues are up 3-4 fold since that problem. Every summer same stories of bad sales, stock options, Seles by insiders as the stock slides. But reality is growing sales, growing dividends, growing tech and markets.

    What will the divi be in 2015 or 2016. Ask yourself that. What % return on today's stock price.

  • So Silc used to announce a 1 million a year design win and you could add them up to get to a rev number. Now all they do is announce a new product that Intel works with them on. Or a time stamp that may give 15 million a year in rev. Or new smart Silc vhio that goes after huge deep markets. What would you rather have. A design win for bypass cards or a whole new product line brought from the same management that gave us bypass or redirector or setac. Rev from 6-7 million quarterly to 25-19-? Million quarterly. Either they make it happen or they don't. That's what we should be talking about. Is vhio offload what they say.? Is the intel/ server accelerator a game changer or not. What's next. All this dribble about sno is wasting energy on short term movement in stock. Zohar didn't sell at 70. Good stuff must be coming. Chillaxx

  • Reply to

    Q4 got the board too pumped up...

    by johnberchick Apr 24, 2014 8:32 AM
    mikthorne mikthorne Apr 24, 2014 8:49 AM Flag

    Nice call john. I definitely expected more. Call hopefully shoud be interesting

  • Reply to

    Employee Count and Mfg Capacity

    by itaxitoo Apr 22, 2014 3:25 PM
    mikthorne mikthorne Apr 22, 2014 5:17 PM Flag

    "Well, as you know, we do not provide guidance at all, not to speak about a quarterly basis. It is a little bit early in the quarter, especially if you take into consideration what happened in Q4, or as I've said before, most of the huge demand came through at the end of the quarter.

    So I don't know. I cannot tell you exactly what would happen in Q1. The only thing I can say about that is that overall, just like I said and what I read, when I told you about what I was thinking, we are positioned in a very good position I would say for growth, and hopefully that will happen continuously, but I cannot say anything specific about Q1 right now."

    I have listened to shaike for what every call since 2006. This part struck me as far as seasonality. Shaike usually doesnt give this stuff up We shall see but im thinking close to 24 or above. Inventory was 28. What does 25 do for the stock.
    Just saying. Imho.

REED
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