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NVIDIA Corporation Message Board

nclag 54 posts  |  Last Activity: 12 hours ago Member since: Oct 3, 2005
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  • Reply to

    Strong Jobs posting = Solid demand

    by nclag 12 hours ago

    Bill, if they don't have a solid quarter this time, with some positive reaction in the stock, then Dom's re-election to the BOD and Chairman role may be in jeopardy again as it was two years ago. This is the last quarterly report prior to proxies being mailed in the Fall. So my guess is he is feeling some pressure to produce a solid quarter. His role as CEO should not be in jeopardy. He has done, and continues to do, a nice job helping Keerti build ARUN as a publicly traded company. JMHO.

    Sentiment: Strong Buy

  • ARUN currently has almost 70 job openings, with nearly 50 new postings in July alone! This generally equates to strong demand for their products.

    Sentiment: Strong Buy

  • PR release implies RFMD settled rather than risking a potentially larger loss. They wanted this out-of-the-way, so as to not interfere with their Triquent merger. My guess is that PSMI will also receive ongoing dollars from the cross-licensing arrangement. This will be relatively small, but not insignificant. Any single sum settlement may not be discernible in the upcoming quarterly report but could be estimated from any increase in cash on the next quarterly report. The settlement will definitely be discussed at next week's CC, but details will be sketchy due to the 'gag' order. Either way, its a victory for PSMI shareholders. Although I must confess, I was hoping for a large lump sum settlement in court as a way to rocket the stock back up a few dollars. Disclosure: Long about 10k shares, mostly in the 7's and low 8's.

    Sentiment: Hold

  • Reply to

    Macquarie Upgrades ARUN to Outperform PT $24

    by pjinvestmentco Jul 14, 2014 9:43 AM
    nclag nclag Jul 14, 2014 4:51 PM Flag

    Orr's 10b5-1 sales already completed this month.

    Sentiment: Strong Buy

  • nclag nclag Jul 11, 2014 10:31 PM Flag

    It is more about having the complementary software where schools can monitor the devices and applications being accessed on their systems. ARUN is the leader in this secure environment access. UBNT offers less expensive connectivity, but without the control features that most schools will want.

    Sentiment: Hold

  • Reply to

    Full Disclosure

    by nclag Jul 9, 2014 8:33 PM
    nclag nclag Jul 10, 2014 11:27 AM Flag

    Me too, as I have been hoping to accumulate some with each $1 handle drop. I have a limit order in to buy more in the mid-15's, if it gets there. If not, that's OK too. Hopefully, ARUN used some of the buyback fund this morning.

    Sentiment: Strong Buy

  • Reply to

    Full Disclosure

    by nclag Jul 9, 2014 8:33 PM
    nclag nclag Jul 10, 2014 9:16 AM Flag

    It looks like you are right. I should have waited one day.

    Sentiment: Strong Buy

  • Bought 300 today in the mid 16's.

    Sentiment: Strong Buy

  • Reply to

    Gartner - WOW!

    by nclag Jul 2, 2014 5:45 AM
    nclag nclag Jul 2, 2014 6:41 PM Flag

    Where do I start? First of all, let me acknowledge that it is frustrating. Both for individual shareholders (like me), institutional shareholders, and ARUN management and staff as well. And stock based comp has been one detriment. And the resulting negative GAAP EPS weighs on the stock. So every negative pointed out has some truth in it. And I don't have any clear cut answer to why the stock has not done well.

    But I will state that ARUN is on the "cutting edge". That is a fact, not propaganda. It is supported by their client base. They are not about to revolutionize secure Wi-Fi connectivity, they ARE revolutionizing it for organizations. Again, this is supported by client wins and testimonials. So it is not simply hyperbole.

    win_, the numbers you highlight are accurate for the last nine months. But the numbers also show FY 2014 (ends 7/31) non-GAAP estimate of $.76. 2013 was $.63 and 2015 estimates are for $1.03. So non-GAAP EPS is growing at 20%+ annually. And the roughly 5M shares in stock comp is being more than absolved by the roughly 25M shares being taken off the market by the $400M stock buyback. So dilution is not happening as you imply. Shares outstanding are consistently decreasing. Revenues are also continuing to grow at 20%. FY 2013 at $600M. FY 2014 at $720M. And $2015 anticipated at about $844M. So as Mark Twain said, "There are lies, there are damn lies, and then there are statistics." It depends on which numbers you look at as to how they are doing.

    Opal, Bill, Buyers, et al, I have been wrong before and will be wrong again. But I have also been right more than wrong, although not so far on ARUN. Regardless, I am still substantially up on ARUN, mostly because of my early purchases in 2009 and some 'buy the dips and sell the rips' with some periphery shares. But I will hold onto my core position in ARUN for quite a while. Either the market starts to recognize what I see, or someone gobbles them up cheaply. JMHO.

    Sentiment: Strong Buy

  • Reply to

    Is this company worth investing in?

    by tysons1 Jul 2, 2014 10:06 AM
    nclag nclag Jul 2, 2014 2:07 PM Flag

    Since you are relatively new to ARUN, I will mention that ARUN's software is user centric rather than simply providing access. By that I mean they can control which users, what devices, and what apps are being run through their system. By doing so for the enterprise, a much higher level of security is inherent. That is why ARUN does so well in the business market, as cybersecurity is a big issue. Organizations and schools want to control what is being accessed on their networks. So they really are two completely different niches. Hope this helps you. Your explanation did help me. Thanks.

    Sentiment: Strong Buy

  • Reply to

    Is this company worth investing in?

    by tysons1 Jul 2, 2014 10:06 AM
    nclag nclag Jul 2, 2014 11:05 AM Flag

    tysons1, I noticed you posted on the UBNT board recently. Can you help me understand why UBNT is not even listed on the Gartner Wired - Wireless LAN Access quadrant released today? Is it because they basically only sell AP's? Do they have software to provide any type of solutions set? My understanding is that they are attempting to get into the SMB market with more complete offerings. Can you shed any light on this? I traded some UBNT recently for a small profit, but don't own any currently. I would much prefer ARUN at these price levels. Again, JMHO.

    Sentiment: Strong Buy

  • Reply to

    Is this company worth investing in?

    by tysons1 Jul 2, 2014 10:06 AM
    nclag nclag Jul 2, 2014 10:57 AM Flag

    I would not be leery at these levels, as long as your time frame is at least one year. Short term, nobody knows. JMHO.

    Sentiment: Strong Buy

  • Gartner Wired / Wi-Fi Leader rating ridiculously good, again. And ARUN is rated this well with only a Wi-Fi portfolio of products. This shows (again) why 7 of 8 Ivy league schools, the Dept. of Defense, critical campus architecture at Google, Facebook, and Apple, and several other technologically savvy organizations worldwide utilize ARUN. Now if only the stock would perform as well as their products.

    Sentiment: Strong Buy

  • Reply to

    Arun's market could explode

    by billbill104 Jun 23, 2014 2:48 PM
    nclag nclag Jun 26, 2014 2:22 PM Flag

    In addition to the hardware, ARUN's User/ Device/ APPLICATION centric software provides a much higher level of control for schools. Schools are not going to want kids playing games on their devices while at school. ARUN has a distinct advantage providing that level of control, which all schools will want. JMHO.

    Sentiment: Strong Buy

  • Reply to

    Clearpass

    by glorpnorp Jun 25, 2014 9:19 AM
    nclag nclag Jun 25, 2014 1:44 PM Flag

    Also, FYI, EMC bought Airwatch for 15 X's last year's revenues. Revenues were growing at 40% y/y. ARUN is growing at 'only 20%' y/y and is trading at just over 2.5 X's last year's revenues.

    Sentiment: Strong Buy

  • Reply to

    Clearpass

    by glorpnorp Jun 25, 2014 9:19 AM
    nclag nclag Jun 25, 2014 9:56 AM Flag

    Don't have a complete answer, but the following is from a Motley Fool article last Spring:

    "Working with Aruba Networks allows our customers to improve security for BYOD by tying together network policy enforcement with enterprise mobility management. The integration of Airwatch with Aruba’s ClearPass further provides our joint customers with a robust, efficient, and secure mobile environment." – Kevin Keith, Director of Business Development, AirWatch

    Sentiment: Strong Buy

  • nclag nclag Jun 18, 2014 7:02 PM Flag

    Again, let us keep this in perspective. The CFO sold a net of about 3,200 shares to cover payroll taxes on his vested RSU's and still has 240k shares. And the CTO also sold a net of about 3,200 shares for the same reason and still has over 1.3M shares. These are not transactions much different than you see from the C-Suite at any publicly traded company. I am not defending it, but these are not material events. Orr selling 200k every month is a bit disconcerting. I have stated here that I wish he would accumulate more of his exercised options. But they all remain significant holders of the stock.

    Sentiment: Strong Buy

  • nclag nclag Jun 17, 2014 2:45 PM Flag

    I can't argue with you. Price is truth.

    Sentiment: Strong Buy

  • nclag nclag Jun 17, 2014 10:52 AM Flag

    After relooking at the 2012 vote, you are correct. It was the mid-2012 grant above the previously disclosed grants that left a bad taste in everyone's mouth. But things did change some as no new options were issued in 2013. However, they are still paying for previously issued options. FYI, I am considering attending the Annual Meeting in early December if my schedule allows and would be happy to ask any pertinent questions. (I have relatives in the Bay area) I will inform if this develops.
    But I must reiterate that we are dwelling on the one negative in what, otherwise, is an extremely well running machine.

    Sentiment: Strong Buy

  • nclag nclag Jun 17, 2014 9:57 AM Flag

    Bill, Buyers, and PJ,
    I will not disagree with you, but want to keep this in perspective. The options being exercised are older options, not from recent years. For the first several years, the C-suite took low salaries and built up those options. Exercising them now has not been helpful. Orr has 3M more shares he must exercise in the next two years, so expect a continuation of selling roughly 200k shares every month or two under the 10b5-1 plan. This definitely does not help the share price. But no new options were issued for FY 2013.
    Orr and Guidon did receive a majority of shares to keep their positions on the Board of Directors, barely. If they did not, they would not be on the Board. Last year, they received an overwhelming majority as no options were granted.
    But I do agree with your basic argument that Executive Comp plan has hurt the share price of the stock. But if you look at many other metrics, from revenue growth to market share to client wins to strength of balance sheet to technological advantage to share buyback programs, and on and on, the company has performed well. But the stock has not followed suit, yet.

    Sentiment: Strong Buy

NVDA
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