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Cadence Design Systems Inc. Message Board

pivot_finder 406 posts  |  Last Activity: Mar 19, 2014 4:41 PM Member since: Oct 29, 2003
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  • Reply to

    Own this thing, but

    by bullseyecatnip Mar 19, 2014 3:34 PM
    pivot_finder pivot_finder Mar 19, 2014 4:41 PM Flag

    They haven't sold shares in 18 months. First sales in almost 2 years.

  • The 50 DMA usually is a sign of support from instutuional investors that want to increase there positions over time and allows them to establish a position as the smaller investors get scared out of a stock. Watch that line as continued sign of support for the big guns.

    Remenber...as of the December filing dates....I count only two funds to establish positions besides the Index Funds. As the S1 story continues to build and gain traction....we will see a pick up in MF activity and this will move the stock price higher.

    Sentiment: Buy

  • due out in the Chinese market. If this is the case, this could be a pick up in Q2 revenue that hasn't been around leading into Q3 when we hope to see the first signs of S1 activity.

    Sentiment: Buy

  • pivot_finder by pivot_finder Mar 10, 2014 11:43 AM Flag

    I think this says it all:

    Our belief in our AL3 S1 has not wavered, and as Andy Pease said in the last earnings call, we have a number of active design engagements with leading mobile device manufacturers for ArcticLink 3 S1 that we continue to believe will lead to production revenue during the second half of 2014.

  • pivot_finder pivot_finder Jan 8, 2014 9:25 PM Flag

    The Articlink S 1 is a sensor Hub that will allow the Inernet of Things to become connected to any mobile device. Basiclly everything is going to get connected and the only remaining question is how? The S 1 is the only solution that is avaiable that meets the requirements of the mobile smartphone and tablet manufactors for amp usage. Translation is that every high end to mid level device will require a sensor hub.

    Sentiment: Buy

  • Hello next QCOM.

    Sentiment: Buy

  • pivot_finder by pivot_finder Jan 3, 2014 3:54 PM Flag

    Two million share days in a row is unheard of in Quik. My guess is that CES will be all about the I of T. If this is the case, we will be much higher soon. I believe the Articlink S 1 is a game changer, but it is coming into play when VX & BX are winning deals and don't rule out the reemergence of the Pico projector. It has taken Quicklogic 2 years to get back to $4 a share and 1 month maybe to get to $5.

    Sentiment: Buy

  • Reply to

    The math

    by johnnyyuma46 Dec 31, 2013 10:31 AM
    pivot_finder pivot_finder Dec 31, 2013 11:01 AM Flag

    Great analysis. However I believe the chip being used is a BX and the price is $1.00. I do think we will see the Chinese tablets hit the market in Q1 for the CNY. I expect that in 2014 Quicklogic will have a much larger presences in the tablet and smart phone markets. Did anyone say PICO's may be back in the cards for 2014?

    Sentiment: Buy

  • pivot_finder pivot_finder Dec 26, 2013 10:06 AM Flag

    Google RCR wirless SIM authentication. It will come up as top search. Published today.

  • Leads to wi-fi offload. Numbers quoted suggest more carriers will move. Twer not mentioned by name.

  • Apparently shareholders are last to know as usual!

    Sentiment: Buy

  • pivot_finder by pivot_finder Dec 20, 2013 8:41 AM Flag

    Capaciti Networks, a wholly owned subsidiary of Competitive Companies, Inc. (otcqb:CCOP) /quotes/zigman/4156391/delayed/quotes/nls/ccop CCOP -2.50% , today announced its affiliation with global Wi-Fi networks iPass and Boingo as a "roaming partner."
    "This is a very significant and strategic move for Capaciti's networks because between iPass and Boingo, they serve more than two million hotspots around the globe," said William H. Gray, President/CEO of Capaciti Networks. "Our affiliation with Pronto, iPass and Boingo places Capaciti in syndication with some of the largest network operators throughout the world including carriers." He also said, "We're proud to have our high performance networks affiliated with such broad-based organizations."
    This association allows customers of iPass and Boingo to now access Capaciti's premier, high-speed Wi-Fi networks through Capaciti's billing connection with Pronto Networks. Pronto Networks provides carrier-class Operations Support Systems (OSS) enabling network operators such as Capaciti to deploy and manage large public WLAN networks.
    Columbus, Ohio is the first of many locations throughout the U.S. where Capaciti will utilize the iPass and Boingo Wi-Fi connection with its record breaking broadband speeds of more than 100 Mbps to a smart phone and over 200 Mbps to a laptop.
    Capaciti Networks' Wi-Fi coverage in Columbus includes hourly, daily and monthly plans and a variety of speeds -- starting at download speeds of 10 Mbps -- which users can find using several identifiers displayed on a phone or laptop such as "Capaciti Networks," "Columbus Hotspot" and "Columbus Capaciti."
    "Columbus was one of the first markets for Capaciti to launch its revolutionary 'Bid for Better Broadband' program, which allows businesses to name their own price and enjoy flexible high-speed broadband plans that are either ready-made or tailor-fit custom to a business' needs," said Dave Dwyer, Business Development Manager. "This market has been ide

    Sentiment: Hold

  • pivot_finder by pivot_finder Dec 18, 2013 7:25 AM Flag

    Good article on tech radar if you Google - the internet of things comes of age - and this time means it.

    Sentiment: Buy

  • Reply to

    It makes sense...

    by indivestor Nov 22, 2013 3:47 PM
    pivot_finder pivot_finder Nov 23, 2013 8:58 AM Flag

    Thanks Jeff.

    Sentiment: Hold

  • and we have a $110 million? What is going to move this ship forward. Certainly not forecast lower revenue. Mgmt needs to create value instead of fluff.

    Sentiment: Hold

  • Reply to

    uh oh..............

    by fullkip Oct 31, 2013 3:34 PM
    pivot_finder pivot_finder Nov 4, 2013 2:07 PM Flag

    From Quik Blog:
    I would challenge the validity of the statement that it will “eliminate the need for a sensor hub”. The device announced appears to be a SiP (system in package) design, including an accelerometer, gyroscope and sensor hub (what they appear to call a “DMP”) into that single package. So, they aren’t exactly eliminating the need for sensor hubs–in their case, they are simply integrating the sensor hub into a package that also contains only two of the three 9DOF devices OEMs typically use. There are certainly OEMs that might prefer to buy the entire sensor sub-system from a single supplier. However, we believe the majority of the market is interested in the ability to customize devices, and use the combination of the best sensors (regardless of manufacturer — and using more than two sensors in this case), the best sensor hub (regardless of manufacturer), and the best sensor algorithms (regardless of developer). When you use a SiP, you are limited in your choices. Further, while the press talks of ‘lowering power consumption’, an actual figure is not given. QuickLogic is very proud that we can demonstrate using actual silicon that our sensor hub runs under 300µW — that should be obvious by the fact that we talk it up whenever we can!
    So, while we respect our competitors and their products, we are undeterred in our belief that our ArcticLink 3 S1 offers unmatched flexibility, size, and power consumption, and that our Sensor Hub line offers OEMs the best choice for always-on context awareness.
    I would challenge the validity of the statement that it will “eliminate the need for a sensor hub”. The device announced appears to be a SiP (system in package) design, including an accelerometer, gyroscope and sensor hub (what they appear to call a “DMP”) into that single package. So, they aren’t exactly eliminating the need for sensor hubs–in their case, they are simply integrating the sensor hub into a package that also contains only two of the three 9DOF devices O

    Sentiment: Buy

  • Reply to

    "Digital Sixth Sense"

    by fiebingjon Oct 23, 2013 6:31 AM
    pivot_finder pivot_finder Oct 23, 2013 11:23 AM Flag

    Agrred.....my biggest concern these days is that our winery gets bought before are wine matures!

  • Reply to

    "Digital Sixth Sense"

    by fiebingjon Oct 23, 2013 6:31 AM
    pivot_finder pivot_finder Oct 23, 2013 10:31 AM Flag

    ? I am missing what you are suggesting.

  • Reply to

    Fromm EE article on the S1

    by pivot_finder Oct 22, 2013 10:46 AM
    pivot_finder pivot_finder Oct 22, 2013 10:22 PM Flag

    EE Times

  • pivot_finder by pivot_finder Oct 22, 2013 10:46 AM Flag

    I think that QuickLogic has cleverly positioned itself to be in the perfect place at the perfect time. The ultra-low-power S1 sensor hub solution platform is ideally targeted for use in mobile devices, and I think we will see it appearing in a wide range of other products. The really interesting thing here is that I believe we have little conception as to how all this technology will change our lives in the years to come. I, for one, cannot wait.

    Sentiment: Strong Buy

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