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Harmonic, Inc. (HLIT) Message Board

myownstimulusplan 26 posts  |  Last Activity: Apr 5, 2014 8:33 PM Member since: Oct 15, 2009
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  • myownstimulusplan by myownstimulusplan Apr 5, 2014 8:33 PM Flag

    are going to steal the show. PR sounds awesome

    Sentiment: Buy

  • myownstimulusplan by myownstimulusplan Apr 3, 2014 9:47 PM Flag

    Digitimes Research expects demand in the domestic China market to reach 422 million smartphones in 2014, with 278 million units contributed by China-based smartphone vendors. The continued expansion by international vendors Samsung and Apple will push up their sales to almost 144 million units, accounting for nearly 4% growth from 2013. As competition in the local market heats up, China-based vendors are turning to overseas markets in order to maintain their shipment volumes, especially taking an aggressive approach to penetrating emerging markets, which hold higher barriers for overseas vendors to enter.

    The outlook for the 2014 China domestic smartphone market is that fewer local brands will remain to compete in the market. With the general enhancement of software-hardware specifications in 2013, brand-building and channel management have become the key to sustainability. Vendors without the advantage of substantial product differentiation will face the challenge of being eliminated in the short term. On the other hand, local vendors need to deal with inventories with discretion to counter the vigorous attacks initiated by international vendors in the domestic market.

    In terms of the China smartphone industry, Digitimes Research expects global shipments of China-based smartphone vendors to reach 412 million units in 2014, a 30.7% increase from 2013. Overseas shipments will account for about 126 million units. While shipments to mature markets are expected to grow on a small scale, shipments to emerging markets are expected to expand at strong rates, mainly due to the low base they are starting from.

    In the forecast for shipments from different vendors in 2014, Lenovo and Huawei are expected to reach 50 million units. Huawei has been engaged in overseas markets for a long time so its export portion outweighs Lenovo's. ZTE's and CoolPad's shipments are expected to reach 35.5 million units. TCL has shown a significant growth in exports with shipments expected to exceed 26 million units in 2014, ranking No. 5 on the list. Second-tier vendors Gionee and Xiaomi are expected to ship 20 million units.

    Sentiment: Buy

  • Reply to

    I wouldn't sell

    by lisaaleigh Apr 2, 2014 2:52 AM
    myownstimulusplan myownstimulusplan Apr 2, 2014 8:57 AM Flag

    We all know that they have said the other divisions will be sold in 2014 and they will become a pure play, so IMHO this plan is coming to fruition. I see reasons to buy, not to sell.

    Sentiment: Buy

  • myownstimulusplan myownstimulusplan Mar 31, 2014 8:56 PM Flag

    This is copied from the transcript / it states prices are going up!!!
    Yeah. So, for us hedging is or offsetting cost of rising milk prices is in the form of the price increase which still we said -- we do periodically do. Anymore, anyway still and this year we do have one set in the next couple of months.

    Sentiment: Buy

  • myownstimulusplan myownstimulusplan Mar 31, 2014 5:04 PM Flag

    you mus have heard that they are raising prices

  • Reply to

    'Put up' or 'Shut Up' for Dr. Botox

    by athec_99 Mar 29, 2014 12:48 PM
    myownstimulusplan myownstimulusplan Mar 31, 2014 1:20 PM Flag

    Every bio type company is a longterm lottery/ you cannot get very rich on these because they are all such a gamble and thus you must have discipline and not be over exposed. At the same time these medical developments are life changing and are a huge part of the economy so one should invest very prudently All these big shot very wealthy doctors believe in stem cells long term and are lined up to wait a longtime and have huge incomes ,they can and most likely will make huge money.
    Buy some forget about it and WAIT !!!!.

    Sentiment: Hold

  • myownstimulusplan by myownstimulusplan Mar 24, 2014 4:24 PM Flag

    Press release, March 24; Alex Wolfgram, DIGITIMES [Monday 24 March 2014]

    Asia wireless infrastructure deployments, led by China, continue to be the main driver for the RF power amplifier and RF power semiconductor market in 2013 and beyond. Despite an off year in 2012 the market for RF power amplifiers grew at a single-digit rate while RF power semiconductors grew at a double-digit clip in 2013. ABI Research said it sees this trend continuing.

    According to research director Lance Wilson, "For the foreseeable future the Asia-Pacific region, particularly China, will dominate this market and remain the most important region and focus for high power RF amplifiers and RF power devices for wireless infrastructure."

    LTE and the emerging TD-LTE air interfaces will be the technology engines of growth for the next five years. Another important breakthrough will be that gallium nitride (GaN) devices will start to impact the device segment. "Although silicon LDMOS is by far the technology leader in this market," said Wilson, "GaN devices captured meaningful share in 2013 and will increasingly do so for the next several years."

    The continuing overall need for wireless data remains an important driver for the overall market for RF Power amplifier equipment and RF power semiconductor devices, the firm added.

    Sentiment: Buy

  • myownstimulusplan by myownstimulusplan Mar 18, 2014 8:19 AM Flag

    todays PR very bullish

    Sentiment: Buy

  • Reply to

    priced for perfection

    by myownstimulusplan Dec 10, 2013 7:28 AM
    myownstimulusplan myownstimulusplan Mar 12, 2014 8:23 PM Flag

    Well they did not get perfection. No snow in Tahoe . As I have said as well as others the risk was to high. But why were so many analysts willing to take the risk and had it on their buy list. i am sure when they went on their ski vacations they did not get free tickets or free lodging or flights. But I would not bet against guides , instructors and other fringes.. In other words shown a great time.

    Sentiment: Hold

  • Reply to

    please explain

    by myownstimulusplan Feb 24, 2014 5:35 PM
    myownstimulusplan myownstimulusplan Mar 3, 2014 5:33 PM Flag

    You response is hard to understand. If a company has a solution that an industry is just about willing to buy at any price NO company would not attempt to solve their problem and make a sale.
    Thus your explanation is unacceptable.

  • Reply to

    please explain

    by myownstimulusplan Feb 24, 2014 5:35 PM
    myownstimulusplan myownstimulusplan Mar 3, 2014 8:50 AM Flag

    Not even one explanation/ could not be cost since the problems cost the industry billions, so I guess they would be willing to spend anything to solve this. How and why would anyone invest if the problem is known, the company claims it has the solution and it has not made even ONE sale.

  • and there will still be huge amounts of AC equipment that only works with R22 one would think the demand for reclaimed R22 will exist for years and years. So why not buy now hold for years and wait for a huge return?? I am told that this R22 has years and years of life and replacing all this equipment equipment will take huge investment and that in the real HVAC world the so called substitute gasses just do not work nearly as well as reclaimed R22 . What am I missing ?????

  • Reply to

    this is a merger not a buy out

    by myownstimulusplan Feb 24, 2014 5:47 PM
    myownstimulusplan myownstimulusplan Feb 25, 2014 8:41 AM Flag

    You bring up a very important point RF engineers. I have been a investor in TQNT for a long time, my research and talking to people in the industry always pointed out the quality and low turnover of very talented engineers at Triquint. This leads me to believe that leading edge research and engineering will continue at the merged company. Management leadership should also improve under this merger . Time will tell but on first look it seems very bullish

    Sentiment: Buy

  • myownstimulusplan myownstimulusplan Feb 24, 2014 8:07 PM Flag

    Have you noticed the headlines on CNBC , I cannot understand how they make such a huge error , their headlines said this was a 1.6 billion dollar buy out by RFMD. This info is exactly wrong they never read the press release, talked to GS or Merrill or paid attention to what Ralph or Bob said. Just imagine how much misinformation they are putting out daily.

  • myownstimulusplan by myownstimulusplan Feb 24, 2014 5:47 PM Flag

    the $ 9.73 number has nothing to do with the future, decisions should be based on if you think they will cut expenses over 2 years of at least 150 mil reach 45 % gross margin and increase cash flow.

    Sentiment: Buy

  • myownstimulusplan by myownstimulusplan Feb 24, 2014 5:35 PM Flag

    The cruise ship industry tested this years ago and not one order developed. WHY???????

  • myownstimulusplan by myownstimulusplan Feb 24, 2014 7:51 AM Flag

    I was looking for news from MWC and I get this blockbuster. Who knows what is next. I do feel bullish about this , but I need more time to really understand this.

  • myownstimulusplan by myownstimulusplan Feb 10, 2014 8:28 AM Flag

    Money is made in the future , I also have been in a longtime but we have always been impressed with the technology . Patience will pay off . Maybe it is easy for me because I did sell some at the big prices in 2000.
    I was kept in by good financials and technology.

    Sentiment: Buy

  • myownstimulusplan myownstimulusplan Feb 8, 2014 8:30 PM Flag

    Picture quality is outstanding , slow, fast, live. Just amazing stuff. I have no expertise but I think this will just confirm their R&D and Harmonic will be considered by any company needing this capability.

    Sentiment: Buy

  • myownstimulusplan by myownstimulusplan Feb 8, 2014 7:29 AM Flag

    " According to Cook, Apple will pick up 50 new carriers globally this quarter alone. That’s nearly breakneck pace."

    Sentiment: Strong Buy

HLIT
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