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NVIDIA Corporation Message Board

nclag 64 posts  |  Last Activity: Apr 15, 2014 1:26 PM Member since: Oct 3, 2005
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  • Reply to

    Barclays notes today...

    by nclag Apr 14, 2014 8:48 PM
    nclag nclag Apr 15, 2014 1:26 PM Flag

    At the Analyst Day, a CDW Exec was on a panel discussing how ARUN had become one of their premier partners.

    Sentiment: Buy

  • that helped rally ARUN also mentioned CDW and Ingram Micro as benefactors of trends identified in their CIO survey. FYI, ARUN was CDW's 'Partner of the Year' and ARUN has a marketing agreement with Ingram Micro.

    Sentiment: Buy

  • Reply to

    Is HPQ Searching For Aquisitions?

    by opalockamishabob Apr 2, 2014 2:43 PM
    nclag nclag Apr 8, 2014 3:03 PM Flag

    Apparently, there is a deal on the table (which has not closed yet ?) that sells ALU's enterprise division to the Chinese State owned company Huaxin. ALU will retain a 15% ownership in that division. The deal will close in the next few months. Huaxin also owns a significant stake in Shanghai Bell. ALU and ARUN have an OEM deal with Shanghai Bell. Two weeks ago, ALU also announced they entered into a deal with China Mobile to provide network equipment. This probably came about because of the Huaxin deal. The value of the deal is 750M Euros. So ARUN is a silent participant in part of this deal. There is no way to know how big of a part they play. Oh, what a tangled web can be weaved.

    My bigger curiosity is about how this affects the ARUN buyout clause with ALU. Don't get me wrong, ARUN is not for sale and will do everything they can to standalone, IMHO. But the attractiveness of ARUN as a potential purchase is somewhat affected by this clause, especially if the suitor is a European company.

    Sentiment: Buy

  • Reply to

    Is HPQ Searching For Aquisitions?

    by opalockamishabob Apr 2, 2014 2:43 PM
    nclag nclag Apr 7, 2014 10:15 PM Flag

    I am also curious about ARUN's commitment to ALU. ALU has some rights to technology if ARUN gets bought out by an ALU competitor. With ALU's enterprise division up for sale, ARUN's legal obligation to any new acquirer of that division may not apply. This would make ARUN more attractive to some. But ALU may not sell at all if they don't get the right price. So this may be a mute point.

    In addition, ALU's recent contract win in China benefited from the OEM deal between ALU, ARUN, and Shanaghai Bell. In addition, ALU's recent technology innovations include substantial ARUN technology. So the ALU connection is rebounding some from the 'lull' of the past few years. They may even reassert themselves as a 10% or more contributor as their European and China business in this area has been increasing.

    Sentiment: Buy

  • means PSMI is doing OK, hopefully, despite the temporary setback in Cupertino. Sounds as though they continue to innovate and patent new technologies adding to the IP portfolio. RFMD received a nice Gov contract helping them today, but I don't think it was related to the patents in question. But I don't know. I have about 10k shares and will hold for a few years. Most were bought in the low 8's and high 7's.

    Sentiment: Hold

  • CC was also very good. Mike Galvin (CFO) this time. Again, this is a GREAT company, but not a great stock. He gave a solid answer to the slight adjustment in the Operating Margin concern from Analyst Day. Listen for yourself. And he implied that the investment in the sales force is meeting initial internal targets. They are getting some very good 'at bats'. If the win rate stays strong, it will be a solid quarter and an even better next quarter. There will be a day when the market wakes up, and you will want to be long. Waiting for that to happen will try your patience.

    Sentiment: Buy

  • Reply to

    Is HPQ Searching For Aquisitions?

    by opalockamishabob Apr 2, 2014 2:43 PM
    nclag nclag Apr 2, 2014 5:44 PM Flag

    Thanks for weighing in again, Opal. Absolutely everyone in the market would love to buy ARUN. But they are not for sale. They pride themselves in being standalone and the addressable market is exploding in front of them, so they won't be taken, unless it is hostile and an offer they can't refuse. JMHO.

    Sentiment: Buy

  • Reply to

    Pacific Crest CC begins shortly.

    by nclag Apr 2, 2014 10:28 AM
    nclag nclag Apr 2, 2014 11:13 AM Flag

    Just finished listening. Please listen for yourself. Entirely Ben Gibson (Chief Marketing Officer) which was a nice 'change of pace'. He did a good job. Only questions were from the moderator. No time for Audience Q&A at the end. Some different info include the mention of two Fortune 10 (as opposed to Fortune 100) wins. Also the considerable increase in discussions with top level IT personal driven by Security needs and the increasing demand for the total mobile workplace.

    It sounds as though the new Head of Sales (Dilullo) and the CMO have a solid 'Go to Market' plan that is working well so far. This is obviously the key. Will the new investments in Sales and Marketing generate more top and bottom line? The product differentiation is there. They are also dipping down a bit into the mid-tier market with Instant and their Cloud offerings to, for example, Professional organizations. The International 'Heat Map' targeting concept by Dilullo also appears to be a new approach.

    Overall, a good CC. This is obviously a GREAT company! Too bad it hasn't been a great stock.

    Sentiment: Buy

  • I will listen and give an overview. I have some time this a.m.

    Sentiment: Buy

  • Reply to

    Back to 100M shares outstanding

    by nclag Mar 26, 2014 2:19 PM
    nclag nclag Mar 27, 2014 2:23 PM Flag

    Picked up 100 for my own account at $18.93 and 250 for another account I manage at $18.94. Next purchase will be in the 17's if it gets there.

    Sentiment: Buy

  • Reply to

    Back to 100M shares outstanding

    by nclag Mar 26, 2014 2:19 PM
    nclag nclag Mar 27, 2014 1:28 PM Flag

    Last post should have referenced Calendar Year, not FY. My last pickup was in the high 19's. Will look to pick up some more in the 18's. If it gets there, fine. If not, that's OK too.

    Sentiment: Buy

  • With the stock hovering around $20, the buyback should retire about 10M shares. This should offset the roughly 5M in unexercised grants and reduce outstanding by about 5M, putting us right around 100M shares outstanding by the start of FY2015. With roughly $750M in revenues for FY2014, and growing at 15-20% y/y, ARUN trades at about 3X sales. Cheap! Obviously, this is only one metric. Plus, no posts for awhile, so just throwing this out there.

    Sentiment: Buy

  • Reply to

    Internet Networking Solutions Article...

    by opalockamishabob Mar 16, 2014 10:40 PM
    nclag nclag Mar 18, 2014 7:40 PM Flag

    Mentioned again today in IBD as part of an article on CSCO. Also, thanks for chiming in again, Opal. Your opinion is always welcome here. That is not to say we will always agree, but you add valuable perspective, IMHO.

    Sentiment: Buy

  • Reply to

    Is anyone else listening?

    by nclag Mar 12, 2014 5:04 PM
    nclag nclag Mar 18, 2014 10:38 AM Flag

    As well as Mr. Softy, there is substantial collaboration with Big Blue. In addition to GOOG, FB and AAPL accounts, they now also have Linked In as well as 7 of the 8 Ivy League schools. So they are definitely 'Best of Breed' technologically. I will continue to accumulate on weakness. Eventually, the market recognizes ARUN, or they get acquired. Hopefully, I don't have to wait more than a few years more.

    Sentiment: Buy

  • Reply to

    License to steal

    by billbill104 Mar 17, 2014 11:28 AM
    nclag nclag Mar 17, 2014 11:48 AM Flag

    There is some truth to what you say, Bill. And, unfortunately, Dom has another 3.6M shares yet to exercise before April, 2016. So this scenario is going to play itself out several times over the next two years. As mentioned earlier, I am not opposed to him receiving those options as they have accrued over several years, while his salary was low relative to his peers. My hope is that he exercises the options, sells enough to pay any related taxes, and keeps the rest. I would see this as a positive. But to exercise and sell them all creates a bad perception. Even if it is wise for him personally from a diversification standpoint.

    I also believe this factored into the lowering of the Operating Margin range projection by 1%, which is what the 'wonky' pessimists seem focused on.

    But I still believe the positives far outweigh this one negative. Their technology in their niche is obviously 'Best of Breed'. If the new sales approach shows any type of results, lookout above. In the meantime, hopefully they are using the buyback warchest. I did pick up another 250 shares in the high 19's, so at 15,250.

    Sentiment: Buy

  • Reply to

    Great company, but an 'unloved' stock

    by nclag Mar 13, 2014 9:45 AM
    nclag nclag Mar 13, 2014 10:48 AM Flag

    Obviously, you are right. Price is truth. But it seems as though you (and the market) heard differently than I. It could be that I am looking through 'rose colored glasses', but I don't think so, yet. Only time will tell.

    Sentiment: Buy

  • After all the positive news from yesterday's Analyst Day, the market wants to focus on the slight adjustment of Operating Margin guidance down 1%? What about now having 7 of 8 Ivy league schools? What about landing 3 Fortune 100 companies in the last 90 days? What about the new collaboration efforts with IBM and Brocade. And what about the technological differentiation from the competition? I could go on and on about all the positive news which could be gleaned from yesterday. I guess it is OK for the stock to languish. It gives me the option to accumulate more and makes the ARUN stock buyback warchest of $200M more powerful. Eventually, this responds powerfully. I am patient.

    Sentiment: Buy

  • Reply to

    Is anyone else listening?

    by nclag Mar 12, 2014 5:04 PM
    nclag nclag Mar 13, 2014 7:28 AM Flag

    Another paste and copy from eltonaby... Ignore User.

    Sentiment: Buy

  • Reply to

    Is anyone else listening?

    by nclag Mar 12, 2014 5:04 PM
    nclag nclag Mar 12, 2014 7:19 PM Flag

    There was a comment on operating margin guidance being pressured somewhat. But other than that concern by the metrics analysts, the model seems solidly compiled. They are monitoring the investments in the new sales force and those results are doing well so far, but the ultimate success is yet to be determined. Again, other than that, things look great. Some of this is also seasonality per the CFO. Visibility on revenue looks good.

    Sentiment: Buy

  • Reply to

    Is anyone else listening?

    by nclag Mar 12, 2014 5:04 PM
    nclag nclag Mar 12, 2014 6:50 PM Flag

    Sounds like a confident affirmation so far, but does not sound like they will up guidance. Still listening.

    Sentiment: Buy

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