I agree on expenses but doesn't really matter because PKT is a takeover for a hedge fund or consolidation play. New acquirer will take out expenses. The stock is ridiculously undervalued by any measure. I believe we see a $12 to $15 takeout by June
I think Berger has learned over the last 4 qtrs. of putting his foot in his mouth on guidance to now be conservative
There is no comparison between the two EXTR is a far better product line up from data center, switches, analytics and wireless while ARUN is only wireless. HP pay 3 billion for ARUN that does 750 million in revenues where EXTR does 650 million and has a market cap of only 350 million
Just once I would love to hear him say that the stock is undervalued..this has to be the worse performing tech stock from back 2000 era.
They should have sold back when Foundry sold
My guess selling 2 million shares in a quarter puts a lot of pressure on the stock..odd timing since PKT has turned the corner to move back to 12-14
He is the only guy I don't trust at Datawatch
Seeking Alpha is a good source of information but they need screen some of these contributors better or it will be the death of them
Please go to DWCH website under SEC filings
Some pretty decent stakes being taken in ARO from latest 13G's plus insider buying plus Sycamore so time will tell but remember everything comes back around in retail
Still are doing $2 billion in revenues won't take much to turn a profit going forward especially going lean as they are.
I saw very little logo-centric clothing at Aero, I think everyone has realized a few years ago that fad was over
I think people on this board should go to a Aero store near you and hang there for 1/2 hour and listen to the customers in the store and look at merchandise. I did that on Saturday..I first walked in the mall got a coffee with my wife which we over heard 8 young girls talking about going to Aero. We decided to go at the same time to see what the excitement was about. The store was crowed the prices where excellent and the quality of the merchandise was first class. The store had line of people cashing out. My wife actually found a cute skirt that was $13 and she is in her 40's.
THE BIGGEST difference between H&M and Forever 21 versus Aero is quality of merchandise. H&M and Forever 21 will either have to upgrade there quality and pricing or they may be the new Walmart/Kmart of retailing !!
See if we get some up volume at the close
Go to MRVL website and go to SEC filings
I think there giving Brear some room..sounds like some big deals to be announced soon based on what was said in the Stifel conf. plus some new innovation coming
I would highly recommend everyone to listen to him. PKT in my opinion could be a $20 stock by December 2015
Looks like there getting the coast structure inline..should have positive EPS by back to school and Christmas 2015
There is big news coming this week in my opinion