Procera Networks, Inc. Message Board

Not Your Typical Set Up
Posted by ZorTrades
on May 22nd, 2013
These are not your typical set ups, like the ones that you read about where the stock has to be over $15, and have good sales growth, ROI, decent E.P.S etc…All that is either relevant or irrelevant depending on your time frame. What we have been focusing on recently is what most consider junk stocks, and the reason why is because they are now being chased by the masses which explains the +25% move in some beaten down solar stocks, shippers, and heavily shorted stocks. If your time frame is “NOW” you should consider putting these on your watch-list. The levitation of all these junk stocks will come to an end, but for now this is where the party is at. This is not for everyone, so know thyself.
$BIOL, $BPZ, $GLUU, $GMO, $PKT, $RGR, $SD, $SQNM, $TA, $TNGO, $XIN
PS Go to market pulse to look at respective charts

Today a print of 213,300 shares traded this morning price and time keep changing over last 30 minutes which is very unusual , usually print stays defined at one particular price & time this print moves constantly never saw anything like it when i first looked time was 10:01 @ $13.97 second X it looked it price and time moved again now when i look time of print is 10:28 size of print 219,400 and price $13.87 as for Allot a print of 309,000 with similiar moving parts time & price. Twilight Zone

Initiated a position of 297,740 shares in Procera during Q1 the same quarter they cut their stake in Allot by over 80% . FMR was Allot's Largest Institutional Shareholder by far after purchasing over 1 Million share last Sept between $27-29 bringing their ownership up to 12.55% over 4 million shares based on SEC Filing dated Sept 10th. Based on most recent filing FMR in Q1 sold 82% of their position in Allot reducing position from over 3 Million Shares to 565,464. Q1 was also the Quarter Blackrock significantly increased their position in Procera through 10% and completely sold out of Allot.

Very Unusual , at 1st these prints were limited to Procera creating the perception of Analyst comments or Company news do not c any then starting at 8am Allot started to get some active aggressive pre market activity 50 different prints . Procera prints the few they were traded much lower than Friday's close Allot's traded at current zip code

Interesting read take a look. FMR reduces position by 80% from over 3 million shares to 550k , Blackrock competely exited from 3 different portfolio's

WallStArtist
May. 17 at 9:05 AM
$PKT Head & Shoulders Bottom Confirmed, A Bullish Sign Stock Could Be headed for mid 19's.........
WallStArtist
$PKT Bullish Flag Pattern Shows Gap Up to Fill into the $18 range
Go over to Market Pulse and open up link , i was not able to post it
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Tableau Software's IPO Pops Big: Shares Skyrocket Up ~60%.......

Judy Shaw/Tableau Software

Tableau Software IPO NYSE
As expected, Tableau Software is having a killer IPO. The stock was initially priced at $31 a share (a price raised twice yesterday) and investors gobbled it up.
At one point this morning, it hit $50 a share.

It's now trading just under ~$49, up ~60%.

Tableau makes big data "visualization" technology, meaning it easily turns massive amounts of data into charts, graphs, and interactive dashboards. It's been called an "Excel killer."

It was also cofounded by one of the most famous data scientists in tech circles, Pat Hanrahan. He's a professor at Stanford University and he won two Oscars for his work creating Pixar's groundbreaking graphics and CGI tech.

Tableau joins other big recent enterprise IPO hits like WorkDay, Qualys, Palo Alto Networks, and ServiceNow.
.

I have had adequate time to disgest Q1 earning release and read a few Sell Side Research Reports , " Stifel & Raymond James " both of which are written in a format that precludes giving me the opportunity to copy & paste , that is why i have not shared them with this message board . Q1 positives were Book 2 Bill that continues to be very robust , Guidance increasing from 25-30% to 30% plus was received very positively . JB'S tone is extremely positive unlike pk i do not think he is a egomaniac i believe JB is a very confident executive with excellent vision and a large staff of strong complementary personally selected group of employees. Procera is two reporting quarters away from reaching critical mass / A $20 million quarter in Q3 & three reporting quarters away from a $100 million run rate Q4 / Year End. On the facade and very tangible which detracts from immediate meaningful upward price revision today was the affect of additional hires in 2nd half of 2012 on the Support Side & additional 30 hires / acquisition of Vineyard. Those two events / initiatives wacked Procera's Margins pretty good so unfortunately we are somewhat relagated to a show me stock. I do have much confidence that over the course of this Calendar Year Procera will deliver and not disappoint............. In the Stifel Report under Customers & Trials Procera reported 21 new service providers customers with 7 being mobile operators. One was tier-1 carrier Orange Switzerland. Procera also had 5 tier 1 follow-on during the quarter. One included a multi million $ order from a " European Mega Carrier " Stifel believes it is British Telecom. The initial deployment if the PL 20K with this Carrier has gone smoothly. The Q1 shipment to this carrier will be recognized in Q2. There might be additional orders from this carrier in 2H 2013. Other follow on tier-1 orders were from a NA US Cable Company ( they believe Cox ) , and a tier-1 service provider in Russia.

ARCHON CAPITAL MANAGEMENT LLC is a financial investment advisory firm headquartered in Seattle, Washington. The firm manages 4 accounts totaling an estimated $430 Million of assets under management. ARCHON CAPITAL MANAGEMENT LLC's 9 employees help advise 1-10 clients. Archon Capital ownes 30 stocks , Technology represents 42% , Services 2nd largest at 39% & Archon initiated 7 new positions. Procera is their 6 largest position in $'s out of the 30 stocks they own. Their largest single position exposure is CHIPOTLE MEXICAN GRILL INC

Cisco, the world’s biggest maker of networking equipment, said May 15 that revenue from telecommunications and Internet companies rose 10 percent in the U.S. as third-quarter net income climbed more than analysts estimated. Cisco’s U.S. sales growth from service providers is double what it was last year
Cisco talked about a little bit more optimistic spending environment in service providers, ...From the calls of AT&T and Verizon, they’re not opening up their purse strings in a big way, Dallas-based AT&T Inc. reduced its capital spending forecast to $20 billion from $22 billion for 2014 and 2015, Chief Financial Officer John Stephens said on April 23.

Thursday, May 16, 10:49 AM ET
Plenty of Cisco rivals and suppliers are now rallying in response to the company's FQ3 beat, guidance, and order activity: JDSU +5.2%. RKUS +5.8%. CAVM +4.8%. PKT +2.9%. ADTN +2.6%. ALLT +1.9%. FN +2%. FNSR +2.4%. BRCM +1.3%. MRVL +1.6%.