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Alpine Global Premier Propertie Message Board

patroutman 1242 posts  |  Last Activity: Feb 27, 2016 12:36 PM Member since: Feb 5, 2007
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  • Just watch out of the little ginger cookies. You might see Alice when she's two feet tall

  • I bought a bunch of their shares many years ago and it has pretty much been dead money since. They company does well for itself, but it is never reflected in the share price. It would be interesting if there would be any synergy by merging with MIFI or the likes. Although, it seems shedding the hardware side of things is the current path to margin.

  • Reply to

    Picked up another 1500 shares

    by hopefullyolderwiser Feb 27, 2016 8:05 AM
    patroutman patroutman Feb 27, 2016 12:27 PM Flag

    This company always has so much promise, but execution is always terrible. I really hope this crew can make it happen. However, I was excited by the last crew as well. What the heck happened there? They have missed the boat so many times. Let's hope they can finally make it happen. I loaded up a bunch in the low 1's on the way down.

    Sentiment: Strong Buy

  • Why can't these folks increase the value of this fund? This is really insane. I can take the hit from 20 thanks to 2008, but they have had some clear sailing for a few years and we are now lower than ever. What's up? Please do your jobs!

  • Reply to

    ???

    by roberts1944 Jul 13, 2015 1:27 PM
    patroutman patroutman Jul 24, 2015 1:13 PM Flag

    This begs the question, where does there value come from, and who would want to buy them? The local companies being Evolve IP, Broadview, and Coredial (which come to mind first) might have some interest in parts of the company, Windstream already has their hands full but could maybe find a play to enhance their Allworx Platform. I just don't know. I suspect they would need to sell in pieces. In this case the sum of the parts might be less than the value of the individual nuggets.

  • I want to like this company, but I am having some trouble figuring out what they are doing. I think they have a few smart folks there. They had some great cash cows in place, and they were moving into a new and fast growing niche. However, they don't really own much IP from what I understand. They do have a bit of a network, but I am not sure what it is all worth.

    Would another VoiP Company find any value in buying these guys? If so, why and what would it be? I had thought one of the west coast VOIP Guys would buy them up for some East Coast Support and presence, but at this point, I doubt it.

    Not sure what to make of them. If they could just make a play at Office 365 it would be pretty nice.

    Thoughts?

  • I stopped following these guys for a bit and just saw a huge dividend in my account. What in the world are they doing/saying? They need to pay out cash before they burn it and run the company into the ground? Were they essentially just cashing out for themselves before they get removed from running the company? Just not sure what is happening, but I don't feel like these guys have a real clear plan.
    Anyway, not trying to be negative. Just curious if anyone really knows what is happening here. I clearly haven't been following or reading the news.

    Maybe they are setting up for a quick sale, but most acquiring firms don't mind cash...

    Something doesn't seem right.

  • They are on the prowl.

  • Reply to

    c.e.o. performance

    by facastner Jan 23, 2015 9:41 AM
    patroutman patroutman Jan 24, 2015 12:34 PM Flag

    I feel like this thread is slightly racist. I am the last guy that enjoys having a foreigner on the end of the phone that is hard to understand. However, some companies do it well. For example, Citrix has blown me away with their Indian Support. I want to be angry and frustrated with them, but then they get me answers and follow through almost to the point of being too thorough.
    Let's flip this topic around... What if they actually go 8x8 into the Indian Market? That would be a pretty big deal.

    We just need people that are effective. I don't care how funny they talk or what color their skin is. Show me the money.

  • I would love to hear some honest feedback about your experiences. Also, what are your typically customer sizes? Do you sell any other Hosted VoIP Products, and if so, how do they compare, etc.
    Not looking for cheerleaders or bashers, just actual experiences. Thank you!

    Sentiment: Hold

  • patroutman patroutman Jan 24, 2015 12:25 PM Flag

    pmkhoopster - Do you use or sell 8x8 products? Just curious. I have dealt with this company as a user and sold their stuff. They are actually pretty atrocious to deal with. They are all nice guys that sounds like they smoke a lot of pot, but they sure can't deal with the enterprise customers or equipment. If I ran this company I would buy up a company on the East Coast to help with support and enterprise implementations. When 8x8 works it is fantastic, but as soon as you bring enterprise equipment into the picture, it gets messy. At least that has been my findings. I'd love to hear if you have used their stuff, and also if you use any other VoIP products/hosts on the market for comparison. I stopped selling 8x8 due to the headaches. However, I'd love to keep selling their goods from a financial perspective.

  • Reply to

    Strategic Alternatives

    by pa1702 Jan 20, 2015 10:59 AM
    patroutman patroutman Jan 20, 2015 3:36 PM Flag

    I hope you are correct. The nice thing about these guys is that that have a nice offering. The potentially bad part is that it is all 3rd party stuff they put together. I don't think there is much IP to give them any massive valuation.
    There is certainly more value here than the stock is showing, but they likely need to sell each component individually, unless they can attract someone like Windstream, CoreDial, 8x8, or Ring to just buy them outright , and then sell off what they don't want.
    Windstream owns Allworx and could really use some help there. This would be a huge boost to their offerings.
    8x8 could use some east coast support folks that know what they are doing, but would also greatly benefit from and Enterprise Implementation Team. Not to mention the network.

  • I feel like this company gets no love outside of its little group of insiders. With IoT as hot as it is and the platform they have to enable it, you'd think this would be getting a lot more attention. They have all the right things... SaaS, Cloud, IoT, etc.
    It would be interesting for them to partner with MiFI (Novatel and or SWIR) for the IoT side of things.
    Why isn't there more hype about this company?

    Sentiment: Strong Buy

  • If you can get your minds off of MiFi and focus on "The Internet of Things", you will start to see the true potential of this company.
    I just ready an article that mentioned SWIR as the only true "Pure Play" on the IOT.
    IOT is the next bubble. No questions.
    Let's hope MiFi/NVTL can make their case as the other "pure play" and ride way way up.
    I don't know if I fully buy that SWIR is the purest play on the IOT, but let's hope others think so, and MIFI takes a ride as well as maybe even stands out as a company with the most to gain in the sector.
    I personally thing LOGM has a very interesting place in the IOT world as well.

    Anyway, "Internet of Things". Let's talk about it a lot and get the buzz going.

    Sentiment: Buy

  • Reply to

    Verizon's committed to Novatel

    by st067753 Sep 26, 2014 3:20 PM
    patroutman patroutman Sep 29, 2014 11:47 PM Flag

    Verizon has been committed to NVTL all along, but NVTL's leaders should have been committed to an institution. They have never made money on the amazing products they have developed and delivered. They owned "MIFI" and couldn't make it count. I really hope the new team can make it count and make some money off of these devices. Their last round wasn't so hot.

    Sentiment: Buy

  • FKWL started with almost nothing and is working their way into passing NVTL. NVTL has had everything and is throwing it away to the point of deserving to be an OTC Company.
    Maybe they should merge and let FKLW's executive team run the combined company. Their entire executive staff combined makes less than Peter.

  • Seems like these guys know how to run a company. The only running NVTL knows how to do is into the ground.

    Sentiment: Buy

  • This company should really put Mark Marquez out to talk to people on a weekly basis. People would be buying this stock up.
    Also, it would probably be bad for ALTV, but 8x8 should buy ALTV to cater to larger Enterprise companies, as well as help them get their support in order. 8x8 support is weak. They really need an East Coast Support and Ops team to compliment what they have. It would help them not have to deal with the constant churn of good talent in the Valley. There are too few good people to go around out there.

  • Did they not pay their taxes or something? Something must be wrong and it would be nice if they would release a little more info as to why they are canning their top leaders. With about 9 million in debt and 50 million coming in, I'd think there would be a little more value in this company...

    Sentiment: Buy

  • patroutman by patroutman Mar 27, 2014 6:41 PM Flag

    If nothing else Stephen Shearin seems legit. Not sure it justifies the market cap, but it will probably be fun to watch as they try and launch these machines. Sounds like they have a ways to go. "They work individually, like a printer, but they have some issues when networked." I assume that will be a problem since all these devices need to phone home and report their info. It is no small task building that backend system.

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