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8x8 Inc. Message Board

patroutman 1227 posts  |  Last Activity: May 13, 2014 6:18 PM Member since: Feb 5, 2007
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  • Reply to

    New article

    by greenb1a Jul 4, 2010 3:55 PM
    patroutman patroutman Jul 6, 2010 11:13 AM Flag

    Maybe focus your anger at the right parties...

    Try the Forest Service and the US Government. Heck, you can drill a well 5000 feet below the sea without even getting inspected. These guys can't even start to put a hole in the ground without giving $70 million to a bond to make sure they aren't going to polute a creek that was already destroyed by existing open pit mines. They have already proved that their "Waste" water will be cleaner than the natural run off in the area. They have put tons of money into all kinds of tribes and fish recovery efforts. They could even use their extra waste rock to back fill some of the old "bad" mines in the area if there wasn't so much red tape.
    Anyway, I'm steamed about the stock performance myself, but you have to give these folks some credit for doing the right things. Timing was just bad.
    Hopefully they can make things happen ASAP. If you want to complain to anyone though, send a letter to Congress and the forest service.

  • Reply to

    Very good article

    by edli53 Aug 27, 2010 8:05 PM
    patroutman patroutman Aug 31, 2010 4:21 PM Flag

    To me failure would have been selling out to China or one of the other low ball offers they have had.

    This mine isn't failing it is just taking longer than any of us would like.

    Thank management for not selling out and taking the easy road. They want to take this thing down the same road we all want, there is just a lot of red tape and a lot of bad timing.

    Previous to the world melt down, they wouldn't have had to do any additional drilling because their story was good enough. Now they are going back to prove the value of the other stuff in the ground that will be coming out with the Cobalt as well as confirm how large some of the CO deposits really are. The results should be very helpful for them... for anyone who knows what is in the ground up there... very helpful.
    Stop bashing and start buying. This is a real place with real value.

  • That's not too bad.
    Then in 2 years or so, you get rich.

    Just sold some ETFC Shares pre earnings. Maybe I'll load then into SSW at this price.

  • Look, they cut, but they didn't cut that big.
    The good news is that they announced it for the next few months.
    This gives fixed income folks a good return and visibility.
    What more can you want in these markets.

    I got in close to $20, so I am not jumping for joy, but on the same note, new investors get one heck of a deal.

  • patroutman by patroutman Jul 7, 2010 4:51 PM Flag

    Here is a site listing them:

    http://www.oled-info.com/devices

  • Reply to

    Reality

    by SimScix Jun 14, 2010 6:35 PM
    patroutman patroutman Jun 15, 2010 11:10 AM Flag

    your initial analysis wasn't too far off.
    Think of it like this.
    I have been following this company for about 5 years or more. For the last 5 years we have been completely in the dark in terms of products, etc, etc. It has been a hope and wait game. The promise that the sun will be coming out.
    Now, I'd say it is about 5am. All those products and developments (as small as you may consider them) are the light on the horizon.
    Have you ever watched the sun rise? It seems like it takes forever to show, and then once you see a little part of it, it feels like minutes and it is well out from behind the curve of the earth and warming your bones.
    It is 5 AM for PANL. I wouldn't hit snooze too many times or you are going to miss the show.

  • Reply to

    Sprint 4G EVO $199.00 (Boom Boom Pow)

    by asimpleinvestor May 28, 2010 3:24 PM
    patroutman patroutman Jun 2, 2010 5:16 PM Flag

    If you want a high flyer take a look at FKWL.OB. They make the modems that Sprint and Clear are using for 4G/3G. It is a tiny company and is riding the big wave created by Sprint.

  • If you are invested in SSD and worried about a couple of Q's then you just don't get it.
    EMC is a speed bump.
    Just wait until they start to pick up other vendors.
    It is going to happen.

    If the stock gets pushed down too much, I suspect the bidding war will begin. I can think of a list of companies that want STEC for themselves.

    This is going to be a long term winner.

  • Interesting about the supply and how FCO should still be a star because of the purity and fact it comes from the US. I have to imagine that under the ocean mining isn't cheap or easy to do.

    http://www.technologyreview.com/computing/38458/?nlid=nldly&nld=2011-08-30

  • Either I don't get SSW, or the analysts don't get SSW. Considering I am just a nobody, I'd suspect it is me, but I want to know how the guy today suggested that SSW is a short term trade and folks should look into the length of their contracts, because new ships coming online will drive the prices down.

    Am I missing something? Doesn't SSW have 12 year contracts on all their ships, even the ones that haven't been delivered yet. Thus the reason why they were able to get such easy funding in a major credit crunch.

    Am I missing something or is this company only going to get stronger as new ships come online and add to the positive cash flow, ie larger dividends for us?

    Am I missing something or do people think SSW is a dry bulker?

    Please, am I missing something?

    I would love input. In my mind, this is one of the best companies I can find. Simple business plan, great execution of the plan, good management, and great clients. What else is there?

    Thanks

  • Facebook spent $606 million for servers, network equipment, storage infrastructure and building the data centers to house them in.
    Facebook expects to triple that spend to $1.8 billion this year.

    I wonder what percent of that might go to FIO?

  • Reply to

    Cloud computing is nothing

    by scottstheone Feb 2, 2011 9:52 AM
    patroutman patroutman Feb 2, 2011 1:03 PM Flag

    Right...

    http://finance.yahoo.com/q?s=navi&ql=1

    "Cloud Computing" is nothing but a new name.

    What is real is that bandwidth is now available and cheap enough that everyone can have their applications live in the "cloud". Look at Salesforce and tell me the "cloud" is nothing.

    What is your internet connection is down? Well, what if you are a small company and your server is down? I'd personally rather have the folks who make my software run it for me, than some IT Generalist who only knows a little about it and who I am dependent on. What if he gets hit by a car?

    "Cloud" Backup is real... why do you think there are companies popping out of the woods with new solutions every day. No one wants to deal with tape if they don't have to. Look at Iron Mountain, they are positioning for "Cloud" Backup because they know it is where things are moving to.

    Anyway, think what you'd like. PCs are just toys for geeks too, right?

    Now on the other hand, I am not saying there isn't a cloud bubble, but I'm also not saying there aren't value plays in the sector. That is why I am personally looking at CA. They seem to get the idea that they can find a niche with their otherwise out of the mainstream products.

  • I do IT work and have been working with hosted VOIP Companies for a while. This is one of the hottest things going on right now for SMB and Mid Sized Companies. Seems large companies are jumping on as well. I was really impressed with 8x8 and their sales and marketing folks.
    I bought some shares before the close today and will hold them for a while.
    The big fish are going to want into this market and will need to buy their way in because they will do a terrible job on their own if they try to build it out.
    Huge margins!
    Anything bad or negative to know about these guys?

  • Folks - FYI as of June 1st Verizon is giving away the 4G Mifi's along with the Samsung 4G cards to folks who have the 3G cards. I went to the store to get one of my old USB's upgraded and left with Five 4G Mifi's. I didn't pay a cent.
    From talking to the guys at the store, since June 1st they can't keep the units in stock. They like Novatel's product better because it works with all OSes. Samsung has issues with Linux.
    He said the reason for the push is because Verizon's 3G network is overloaded. They had hoped the new iPhone was going to be 4G to offload some of the 3G traffic, but AAPL slowed down their roll out plan and maybe this has been due to that?? LTE is a seperate network that is way under utilized at this point where 3G is way over utilized.
    I have been pretty negative on NVTL up until today, but now I am thinking it is time to start loading up.
    I am assuming they get paid regardless of what Verizon Charges (or lack there of) for these things.

    On a side note, I am going to be buying more Verizon as well. The store was completely packed with people blowing money on phones and iPads. I thought it was rocking in there and the Manger told me it was actually really slow. The sprint store and AT&T Stores were empty. Folks priorities on where they spend money is so out of line. I think it goes. 1. TV, 2. Cell Phones, 3. the rest of the stuff.

    Anyway, maybe you folks have already been chatting about this, but it is my real world update. Hope it helps.

  • Wow! Some of you longs must have been holding this forever.

    "Record of Decision for Formation Capital's Idaho Cobalt Project Affirmed!"

    It would have been nice if there was a bigger pop today, but I think we will see serious accumulation in the days and months following.

    They are building back some trust.

    This section of ID could sure use the good jobs!

    Buy it up now while you can!!!

  • patroutman by patroutman Apr 21, 2010 11:18 AM Flag

    If you missed MSFT of the past, AAPL of recent, than make sure you are in on VMW. This train is not stopping.
    MSFT and CTXS will continue to get some share of the Virtualization Market, but it won't be from taking away VMW seats. This market is just going to grow and grow.

    I think AMZN is another sleeping giant that is grossly misunderstood.

  • Reply to

    Buy now, get a 6% Dividend

    by patroutman Apr 28, 2009 3:55 PM
    patroutman patroutman Apr 29, 2009 1:08 PM Flag

    Frist off:
    SSW and DAC = Container Shipping
    EGLE, DRYS, etc = Dry Bulk

    Secondly:

    Going up? Going up from what point? Maybe take a look at EGLE. Look at their chart and dates of various announcements. You will see a different story.

    3rdly:

    SSW is done, or darn near done going down. If you want to make some money, I suggest you buy now. New money will be coming in.

    This was owned by income investors. A lot of them just got burned. So they sold. Sold in large droves. There is also some fear about China and the world, etc. Dilution is never good.

    What will happen is new money will flow into this. That same group of income investors will now see SSW as a cheaper stock paying a nice "divident". This company is way better positioned then most all of the Dry bulkers. Note: DRYS Recent fund raiser/share holder raping.

    Now is time to buy this.

  • I thought that with all the swings in the market Jill would be able to make up some lost ground. Instead it looks like we got slammed?
    Anyone know what has been hitting the NAV so hard?

    There are huge dividends out there for the taking.

    I'd really like to see Alpine take it up a notch and start to build up the NAV.

    I'm sure that is on their minds as well.

  • Reply to

    CLASS ACTION AGAINST ALPINE

    by jalajoe Jun 25, 2010 4:34 PM
    patroutman patroutman Jun 25, 2010 4:43 PM Flag

    I don't think a leak was required and you can't sue anyone for having common sense.

    Buy AWP and stop complaining.

    You had to be blind to not see this coming.

EGHT
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