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Acacia Research Corporation Message Board

petercohen33 134 posts  |  Last Activity: Jul 15, 2014 10:15 AM Member since: Nov 23, 2010
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  • Peter Lynch, the legendary fund manager from Fidelity, originally coined the term ’10-bagger’ to refer to a stock with considerable potential for growth or in baseball terms, two home runs and a double, the stock equivalent of a hugely successful baseball play.

    Sandvine (TSX: SVC) is a Waterloo-based technology company that was co-founded in 2001 by current CEO David Caputo and listed on the Toronto Stock Exchange in 2006.

    Sandvine provides network policy control solutions (deep-packet inspection hardware and software) that allow high-speed internet service providers to manage traffic over their networks. The company’s network policy control solutions are present in more than 250 internet service provider networks in over 90 countries, serving hundreds of millions of fixed line and mobile broadband internet subscribers worldwide.

    According to industry analyst Infonetics, operator spending on deep packet inspection solutions grew by 23% to $779 million in 2013, and is forecast to top $2 billion in 2018. Sandvine had a leading market share in 2013 buoyed by a surge of new customers and a number of follow-on orders; Allot, Cisco Systems, and Procera are the other major players.

    The company performed poorly in recent years. A profit of $18.7 million in 2007 was followed by losses in three of the next five years as the global debt crisis curtailed the spending plans of telecommunication companies. However, the industry eventually started to improve. The company reaped the benefits and reported record revenue of $114 million and a profit of $13.9 million in 2013 with 51 new customer gains for the year as well as large follow-on orders from existing customers

  • petercohen33 petercohen33 Jul 14, 2014 2:05 PM Flag

    ghjjj1999 there is no good news in this stock. In last 2 weeks vicious correction look at the chart. Comparisons moving forwards are not a high hurdle. Major settlements to look forward too hang in there you will be rewarded.

  • Reply to

    Updated Short Position

    by petercohen33 Jun 11, 2014 9:23 AM
    petercohen33 petercohen33 Jul 14, 2014 1:47 PM Flag

    Procera

    6/30/2014 - 3,395,798
    6/13/2014 - 3,737,610

    Allot

    6/30/2014 - 2,669,175
    6/13/2014 - 2,815,858

  • By Deon VernPeter Lynch, the legendary fund manager from Fidelity, originally coined the term ’10-bagger’ to refer to a stock with considerable potential for growth or in baseball terms, two home runs and a double, the stock equivalent of a hugely successful baseball play.

    Sandvine (TSX: SVC) is a Waterloo-based technology company that was co-founded in 2001 by current CEO David Caputo and listed on the Toronto Stock Exchange in 2006.

    Sandvine provides network policy control solutions (deep-packet inspection hardware and software) that allow high-speed internet service providers to manage traffic over their networks. The company’s network policy control solutions are present in more than 250 internet service provider networks in over 90 countries, serving hundreds of millions of fixed line and mobile broadband internet subscribers worldwide.

    According to industry analyst Infonetics, operator spending on deep packet inspection solutions grew by 23% to $779 million in 2013, and is forecast to top $2 billion in 2018. Sandvine had a leading market share in 2013 buoyed by a surge of new customers and a number of follow-on orders; Allot, Cisco Systems, and Procera are the other major players.

    The company performed poorly in recent years. A profit of $18.7 million in 2007 was followed by losses in three of the next five years as the global debt crisis curtailed the spending plans of telecommunication companies. However, the industry eventually started to improve. The company reaped the benefits and reported record revenue of $114 million and a profit of $13.9 million in 2013 with 51 new customer gains for the year as well as large follow-on orders from existing customers.

  • 300k traded @ 11:19 / $12.74 must of been a residual piece of overhang.

  • Reply to

    Sandvine reports Q2 2014 results

    by petercohen33 Jul 10, 2014 8:06 AM
    petercohen33 petercohen33 Jul 10, 2014 12:43 PM Flag

    Worldwide Deep Packet Inspection (DPI) Market Will Reach $4,711.3 Million by 2020 . pk " The market sees SVC as taking a larger portion of a static pie, as opposed to a growing pie. " static pie " Asia Pacific is expected to dominate the market over the next six years, accounting for 37.4% of the global market revenue in 2013. Further, it is expected to grow at a CAGR of 31.6% from 2014 to 2020, mainly on account of rise in number of subscribers in this region "

  • WATERLOO, ON , July 10, 2014 /CNW/ - Sandvine, (SVC.TO) a leading provider of intelligent network policy control solutions for fixed and mobile operators, today reported revenue of $29.7 million for its second quarter of 2014, net income of $4.4 million and non-IFRS income of $4.8 million . All results are reported in U.S. dollars under International Financial Reporting Standards (IFRS), unless otherwise specified.

    Other Q2 2014 highlights:
    •Revenue growth: up 26% compared to Q2 2013
    •Revenue by access technology market: wireless 39%; DSL 33%; cable 28%
    •Revenue by geography: NA 37%; EMEA 31%; APAC 20%; CALA 12%
    •Revenue by sales channel: reseller 58%; direct 42%
    •Gross margin: 76%
    •Cash: Cash, cash equivalents and short-term investments balance: $144.6 million
    •Customers: Won 7 new service provider customers

    Sandvine's year-to-date revenue grew by 26% over the comparable six-month period of 2013 to $61.3 million , while year-to-date net income grew by 358% to $11.9 million .

    "I am pleased that we were able to grow revenue in the second quarter by 26%, with contributions coming so broadly across our customer base," said Dave Caputo , Sandvine's President and CEO.

  • petercohen33 by petercohen33 Jul 9, 2014 12:17 PM Flag

    NEW YORK (MarketWatch) -- Shares of Gigamon GIMO -32.07% tumbled 32% to $12.40 in premarket trade after the networking-hardware company cuts its revenue outlook for the second quarter, citing "challenges with closing deals." The company now expects revenue of $34.5 million to $35 million for the quarter ending June 28, down from a previous projection of $38 million to $42 million. Gigamon's gross margin estimate is unchanged. The company is slated to report second-quarter results after the close of trading on July 24. The stock, which went public with much fanfare on June 12, 2013 with an initial public offering price of $19, is set to open Wednesday at a fresh all-time low

  • Reply to

    Speed vs. Quality of Experience

    by petercohen33 Jul 8, 2014 11:33 AM
    petercohen33 petercohen33 Jul 8, 2014 1:13 PM Flag

    For instance, there is always a wave of enthusiasm at the launch of a new radio technology, when few users have access to ample network resources and the services that ride on it are those that were designed for the precious generation.
    I have generation 1 iPad and the latest iPad mini both on wifi. When I bought my first iPad, I had a great browsing experience. Navigation was fluid and fast. Now, it is rare that I am able to have more than 10 minutes browsing without a crash. It is not that the browser is corrupted, just that web pages have grown in size and complexity and when it took 2 seconds to load 10 elements 4 years ago, it now tries to load 40+ elements and inevitably runs out if resource, memory and crashes. The ipad mini is not as bad but not as good as the first generation 4 years ago.

    When we are looking at LTE and LTE advanced and soon 5G, it seems that the only "benefit" we are selling as an industry is speed. We tend to infer an improvement in QoE, but it is rarely there. If I used LTE to browse a monochromatic text-based wap site, I am sure that speed would be an improvement in QoE. But no, as LTE is launched, web pages grow in complexity and size, encryption and obfuscation is creeping in, video is graduating from SD to HD to 4K... With video, the problem is even larger as the increase in screen size and definition seems to consistently outpace network speeds.
    It becomes harder to sell a new technology if all it does is keeping up or catching up with the service, not improve drastically the user experience.

  • Patrick Lopez
    Monday, July 7, 2014

    Founder and CEO at {Core Analysis}

    Toronto, Canada Area

    I was chairing the LTE World Summit in Amsterdam last week. One of the great presentations made there was by Bouygues Telecom's EVP of Strategy Frederic Ruciak. He presented the operator's strategy for LTE launch in France that led the challenger to the number one market share on LTE in less than one year. He was showing that consumers were not ready to pay for "more speed" because they had been sold the myth of mobile internet too many times. Consumers had been sold wap on GPRS, EDGE, them wireless internet on 3G, HSPA with low satisfaction. Using internet as the reason to upgrade to LTE is a loosing proposition.

    One of the mistakes many make in this industry is equating speed with quality of experience (QoE).

    Our quest to increase speed in wireless networks is futile if we do not consider the other side if the coin: service experience.

  • petercohen33 petercohen33 Jul 3, 2014 9:09 AM Flag

    Further key findings from the study suggest:

    • In terms of product, standalone DPI dominated the global market and accounted for over 75% of the overall demand in 2013; mainly owing to features such as fair use, caching, video optimization and traffic offered by standalone DPI products.
    • Internet Service Providers (ISP) are likely to be the largest growing application over the next six years; the segment accounted for over 65% of the global market in 2013. ISPs are expected to remain the key application area as they provide enforcement functions, policy definition, copyright enforcement, targeted advertising, better quality of service, lawful intercept and tiered services.
    • Asia Pacific is expected to dominate the market over the next six years, accounting for 37.4% of the global market revenue in 2013. Further, it is expected to grow at a CAGR of 31.6% from 2014 to 2020, mainly on account of rise in number of subscribers in this region.
    • Companies operating in the market include Procera Networks Inc., Sandvine Incorporated, Allot Communications Inc., Cisco Systems Inc., Bivio Networks Inc., Qosmos and Arbor Networks Inc., etc. The market is marked by price sensitivity among consumers and is consolidated in nature. The development of efficient methods of DPI especially for high bandwidth application is expected to be an essential growth strategy over the forecast period.

  • petercohen33 petercohen33 Jul 3, 2014 8:52 AM Flag

    For the purpose of this study, Grand View Research has segmented the global DPI market on the basis of product, application and region:

    • DPI Product Outlook (Revenue, USD Million, 2012 – 2020)
    • Standalone DPI
    • Integrated DPI
    • DPI Application Outlook (Revenue, USD Million, 2012 – 2020)
    • Government
    • ISP
    • Enterprises
    • Education
    • Others
    • DPI Regional Outlook (Revenue, USD Million, 2012 – 2020)
    • North America
    • EMEA
    • Asia Pacific
    • RoW
    About Grand View Research

    Grand View Research, Inc. is a market research and consulting company that provides off-the-shelf, customized research reports and consulting services. To help clients make informed business decisions, we offer market intelligence studies ensuring relevant and fact-based research across a range of industries, from technology to chemicals, materials and energy. With a deep-seated understanding of varied business environments, Grand View Research provides strategic objective insights.

  • Published: Thursday, 03 July 2014
    Companies operating in the market include Procera Networks Inc., Sandvine Incorporated, Allot Communications Inc., Cisco Systems Inc., Bivio Networks Inc., Qosmos and Arbor Networks Inc., etc. The market is marked by price sensitivity among consumers and is consolidated in nature. The development of efficient methods of DPI especially for high bandwidth application is expected to be an essential growth strategy over the forecast period.

    The global Deep Packet Inspection (DPI) market is expected to reach USD 4,711.3 million by 2020, according to a new study by Grand View Research, Inc. Increasing penetration of mobile devices is expected to be the key driving force for the market over the next six years. DPI offers adequate bandwidth along with data security solutions and assists in prevention of malicious viruses and other malware, which is expected to drive global demand.
    Competition among network operators is also expected to impact the global market positively over the forecast period. Lack of awareness in terms the benefits offered by these products may be a challenge for industry growth over the next few years. The development of new data intensive applications and proliferation mobile data networks is expected to provide substantial growth opportunity for the market over the coming years

  • Reply to

    metabridge 2014

    by petercohen33 Jul 2, 2014 9:51 PM
    petercohen33 petercohen33 Jul 3, 2014 6:33 AM Flag

    please let me know!” As many of the companies in attendance were start-ups, looking for their own talented next recruit was the main topic on the table, apart, of course, from looking for $$. But hey, if you know of any great people looking to join an awesome team, please let me know!

    Perhaps the most exciting thing for me was sharing the tale of the local success story that I work for. In January 2013, Procera Networks acquired Vineyard Networks for both their experienced talent and for their embedded Deep Packet Inspection engine. I had countless questions regarding how the companies meshed and how things were going post-acquisition. It felt great, time and time again, to describe how seamlessly the teams work together and have become one larger and more effective and engrossed team- an infrequent occurrence with largely-dispersed teams in the tech world these days.

    My final objective was to speak to as many interesting people as possible. There were many really great and interesting people in attendance, so why not speak to as many as I possibly could and tell them the exciting things that Procera is currently doing? Having the opportunity to talk shop with Dropbox’s Product Manager and the Senior Director of Corporate Development at Juniper Networks was certainly a highlight.

    It was such a gratifying experience attending Metabridge 2014 and I was proud to introduce myself as one of Procera’s delegates, as a sponsor of this great event. I am already looking forward to Metabridge 2015. See you there!

  • petercohen33 by petercohen33 Jul 2, 2014 9:51 PM Flag

    Kaela Loffler, Business Development Representative | Posted on: 07/02/14
    In mid-June, Procera attended metabridge 2014 in Kelowna, BC, Canada. This event takes place in the beautiful Okanagan Valley, which also happens to be the engineering headquarters for Procera’s embedded DPI engine, NAVL. The aim of metabridge is to create a bridge between the Canadian start-up community and California’s tech heavy hitter, the Silicon Valley. Accelerate Okanagan, a tech incubator based in Kelowna, hosts the event and as Procera is a multi-year sponsor we were able to send a couple of delegates to attend the events. For 2014, I was lucky enough to attend, along with Derek Lownsbrough, Procera’s Vice President of Research and Development.

    The two day event hosted pitch competitions, keynotes speakers, and other events designed to get people connecting. You can read the blog posts written by the event’s own organizers and those more in the know here. So instead of recapping everything for you, I would like to share what it was like attending metabridge on behalf of the innovative and supportive company that I work for.

    I had several objectives for going to metabridge as a sponsoring company’s delegate. It is always useful (and a priority for my role) to meet prospective customers or great contacts within companies who could one day be a partner when attending any industry events. However, due to the audience at this event, it was more about making connections for alternate reasons. As a growing company, Procera is always looking for clever individuals who would thrive in our unique company culture; therefore, it was important to be the broken record, “If you know of any great people looking to join an awesome team, please let me know!” As many of the companies in attendance were start-ups, looking for their own talented next recruit was the main topic on the table, apart, of course, from looking for $$. But hey, if you know of any great people looking to join an awesome team,

  • petercohen33 petercohen33 Jul 1, 2014 9:18 PM Flag

    Written by Shawn Sweeney, Director of Product Management and Marketing
    Director of Product Management and Marketing

    Shawn is the Director of Product Management and Marketing for Procera’s Embedded DPI engine. He is a veteran of the network communications business with nearly 30 years of experience in a variety of capacities in development, sales and marketing. Shawn is also a regular contributor to Cyber Defense Magazine.

    Areas of expertise: Embedded Deep Packet Inspection (DPI)

  • petercohen33 petercohen33 Jul 1, 2014 9:15 PM Flag

    So, what’s a Product Manager of a firewall or UTM appliance to do, especially if the composed solution has additional special sauce, representing core competency, as it most certainly will? The dizzying array of avoidance and evasion techniques in use today is enough to drive him or her to the madhouse. If you doubt that, consider the anonymizers and the relentless release trains they produce to keep the good people of the repressed world from being discovered – and those in the free world from being committed with a diagnosis of paranoia from the nagging fear they are being watched.

    At Procera, we believe that poor, aforementioned Product Manager should seek relief in the form of leveraged expertise. With nearly 1000 customers worldwide—network managers who depend on our DPI products--to make accurate and intelligent policy decisions, there is nothing that escapes the attention of our learned staff. If blocking or conditioning certain traffic types is your game, we would posit that being correct is kind of important and not to be left to chance.

    So, our humble recommendation, be it firewall or UTM appliance, leave the deep packet inspection to the experts. We did not invent DPI, but we have advanced the technology across both premise and embedded product lines the world over. This position is unparalleled in the industry, about this there is no dispute if admittedly some jealousy and consternation. The high ground in any disagreement the rightful claim of the best and most diligent.

  • petercohen33 petercohen33 Jul 1, 2014 9:11 AM Flag

    Written by Shawn Sweeney, Director of Product Management and Marketing
    Director of Product Management and Marketing

    Shawn is the Director of Product Management and Marketing for Procera’s Embedded DPI engine. He is a veteran of the network communications business with nearly 30 years of experience in a variety of capacities in development, sales and marketing. Shawn is also a regular contributor to Cyber Defense Magazine.

    Areas of expertise: Embedded Deep Packet Inspection (DPI)

  • Shawn Sweeney, Director of Product Management and Marketing | Posted on: 06/30/14

    It seems like yesterday that the first “stateful” firewall was bought to market. In fact, it was over two decades ago that the first real commercially available product came to market. This innovation unleashed a renewed look at the firewall problem. And thus came the crush of me-toos and look-alikes for some number of years. Each one trumpeted with more promise than the last.

    With the advent of application-specific integrated circuits (ASICs) and their broader use in networking products, a second wave of innovation came a decade or so later. Some new products were brought to market, religious discussions ensued, battles started, wars lost and companies acquired. Lather, rinse, repeat.

    The hardware guys argued, and I know as I was conveniently in their camp for a while, “anything software can do, we can do faster!” True enough at the time, but I am reasonably certain, this too shall pass. And so it did.

    Fast forward to present day. With every new product announcement exists another application, user-profile, use case and device. Each permutation of “user context” represents yet another way for bits to be sent and received. Keeping up is a full time job that can no longer be easily solved by throwing minds at it or making faster hardware. The latter always limited to what is fact today and poorly suited to the shifting reality of tomorrow.

  • petercohen33 by petercohen33 Jun 30, 2014 1:02 PM Flag

    $PKT volume is light, but excellent setup on daily and could get interesting through 10
    .. stocktwits 25 minutes ago .


    $PKT nice daily setup, slow grind toward 10
    .. stocktwits 1 hour 40 minutes ago .

ACTG
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