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Google Inc. Message Board

robbierasser9az 392 posts  |  Last Activity: 5 hours ago Member since: Jul 30, 2013
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  • Reply to

    Surgery tools in medical space

    by cybercash28 14 hours ago
    robbierasser9az robbierasser9az 5 hours ago Flag

    Yeah, the stuff they're producing now is already incredible; I can only imagine what the technology will look like 5 years down the road. Anyone still talking about "bottle caps" isn't paying attention..

    Sentiment: Strong Buy

  • Seriously, the company's history has more moving parts than an aircraft carrier. Regardless of whether the traffic surge and subsequent decline was sort of real or very real, or whether Tianqiao Chen has been trying to sabotage the company for no apparent reason, or whether the alleged resignation of Feng Du is good or bad for XU's strategy- this company would provide an extremely good lesson on what to look for (or not to look for) when deciding whether to invest in a stock. Obviously, you'd have a large cap "control group" stock like Boeing, Honeywell, or GE, and a few other outliers like Tesla or Stratasys. Just a thought. I'm interested in seeing how this all plays out, as the drama never seems to end.

    My biggest question at this point- other than the traffic issue- is this: Why couldn't Xu have done both- invested in UGC using Feng Du's strategy, while simultaneously merging the two businesses as well? Wouldn't this be a win/win for both the video side of KU6 and the gaming/instant messenger side of iSpeak and the rest of Xu's company? Wouldn't a vastly popular show bring tens of millions of users to KU6, a fraction of whom would become tethered into iSpeak?

    Unless....Xu has a plan to literally merge KU6 and his company- merge completely, finances, balance sheets, employees, cash, revenue, etc. Then, during the next earnings call, iSpeak revenues are immediately accretive to KU6, revenue quadruples, and the stock flies through the roof. This, of course, might be seen as a cynical way of manipulating a stock's price, or a very savvy way of saving a dying company.

    Love analyzing companies, but what's going on with KU6 has become near impossible to fathom and is way above (or way below) my pay grade at this point. All very interesting.

  • Reply to

    HEY LENNY, I think we should buy some DDD

    by variousenigma Apr 22, 2014 8:31 AM
    robbierasser9az robbierasser9az Apr 22, 2014 7:18 PM Flag

    After today's action, it looks like even Lenny gets it right some of the time.

    Sentiment: Strong Buy

  • Reply to

    Status of Ku6; why Q4 report was late?

    by rayjchen88 Apr 21, 2014 12:37 AM
    robbierasser9az robbierasser9az Apr 21, 2014 4:45 PM Flag

    That's all good news. I think the stock price is now being driven by traffic on Alexa, Statscrop and Chinarank, and won't move much unless we see either a turnaround or a very optimistic earnings call (not huge profits, but just some solid direction)- traffic is still very strong relative to the planet- even a website ranked #20,000 would be enviable, depending on the type of business, of course. However, we still don't know what accounted for the drop. Perhaps the Chinese government censored some of KU6 more sexual content. All very interesting.

    Sentiment: Strong Buy

  • Reply to

    Barren Board

    by imstocksmart Apr 21, 2014 4:15 PM
    robbierasser9az robbierasser9az Apr 21, 2014 4:30 PM Flag

    Earnings is next week, so we may see more activity then. But no doubt, unless there's a revenue surprise (top line- I don't expect a bottom line surprise soon), the stock won't move much until the second half of the year as we crawl toward 2015.

    Sentiment: Strong Buy

  • Reply to

    From Digital Trends- 3D printed houses

    by robbierasser9az Apr 17, 2014 8:15 PM
    robbierasser9az robbierasser9az Apr 20, 2014 11:30 AM Flag

    No, I bought in September 2013 and didn't want to pay capital gains of 40% on this position. Personal preference; like the progress this company is making and don't need the money now.

    Sentiment: Strong Buy

  • robbierasser9az robbierasser9az Apr 18, 2014 1:24 PM Flag

    Excellent article- the more of these programs there are in schools and universities, the better is is for the entire sector. Any of these Luddites who believe this technology will stop growing like a weed are not paying attention.

    Sentiment: Strong Buy

  • Reply to

    $50 Phone on its way per PC Mag

    by servpro9002 Apr 16, 2014 3:12 PM
    robbierasser9az robbierasser9az Apr 18, 2014 8:33 AM Flag

    Selling off Motorola- a money drain for Google- but keeping the patents, was a very intelligent move. I'm not sure Lenovo realized that Google wasn't giving up mobile phone manufacturing.

    Sentiment: Strong Buy

  • Reply to

    From Digital Trends- 3D printed houses

    by robbierasser9az Apr 17, 2014 8:15 PM
    robbierasser9az robbierasser9az Apr 18, 2014 7:24 AM Flag

    The author's a tech writer, not a sociologist or demographic expert. The technology is phenomenal, regardless.

    Sentiment: Strong Buy

  • robbierasser9az by robbierasser9az Apr 17, 2014 8:15 PM Flag

    Obviously, this isn't something DDD is currently working on. However, what's important about this article is that it highlights the fact that this technology is here to stay, and that the uses will grow in exact proportion to the exponential growth of the technology. Note the price at the bottom for a fully functional house.

    "Measuring in at roughly 105 feet long, 33 feet wide, and 21 feet tall, this hulking 3D printer works almost exactly like a normal one — just on a much larger scale. It pumps a special type of pre-mixed concrete through a nozzle and onto a flat substrate in a pattern designed to give the finished house as much structural integrity as possible. Layer by layer, the house’s walls are built, and once the concrete dries, the house is outfitted with doors, windows, and a shingled roof.
    The best part is that, since the concrete is made from recycled materials, and the printer eliminates the need for paid construction workers, these houses are extremely cheap to produce. When it’s all said and done, each 650 sq. foot home only costs about $4,800 to produce — which is why they’re being considered as a housing solution to China’s growing poor population."

    Sentiment: Strong Buy

  • Reply to

    DDD

    by sparklesparkle613 Apr 17, 2014 10:46 AM
    robbierasser9az robbierasser9az Apr 17, 2014 6:10 PM Flag

    I read the article and it was predicated on a basic untruth. The author's main point was that 3D printing proponents believe 3D printing will eventually replace traditional manufacturing of pie pans, plastic cups, hubcaps, lightbulbs, and paper clips. longs KNOW that traditional manufacturing is important to the economy and that additive manufacturing cannot compete costwise against the production of very cheap products. However, we also know that medical device companies that print prosthetic limbs, architects that print models, shoe, automotive and aerospace companies that produce prototypes and some expensive parts are currently getting an enormous cost/time benefit from 3D printing that would have been unavailable just a few years ago. And, this technology is only getting better, cheaper, faster, more accurate, more available, and more user friendly every few months. There's a reason why DDD is slated to do over $1 billion in revenue in 2015.

    Sentiment: Strong Buy

  • Reply to

    DDD

    by sparklesparkle613 Apr 17, 2014 10:46 AM
    robbierasser9az robbierasser9az Apr 17, 2014 11:40 AM Flag

    Look, if you sincerely believe that 3D printing won't exist in 10 years, then short the stock now!

    Sentiment: Strong Buy

  • robbierasser9az robbierasser9az Apr 17, 2014 11:17 AM Flag

    You're talking semantics. Due to slavery, where assault was rampant and may white slave owners took black women as "mistresses," there are very few pure "black" people in the United States. Most blacks are "half" or "a quarter" or "an eighth" white. The litmus test for being black is generally this: If you didn't know Barack Obama and saw him walking down the street, would you say he was "black"? Of if a black person walks into a room filled with only whites, does he/she "feel" white, or black?

    Sentiment: Strong Buy

  • Reply to

    Here's what I'm curious about...

    by robbierasser9az Apr 14, 2014 5:57 PM
    robbierasser9az robbierasser9az Apr 16, 2014 6:43 PM Flag

    I read on Baidu last week speculation that perhaps Xu was acting as a middle man and that he planned on selling his shares to a larger player that wasn't able to wrangle a good price from Shanda. If Baidu, for example, were to buy out KU6 from Xu for say, $4.00 a share, that would obviously be a drop in the bucket for Baidu in terms of price, but would give them access to millions of daily users plus the management of Fang Du.

    However, that still wouldn't explain the traffic drop, which is downright bizarre. I'm sure Xu is planning something, but we likely won't know anything until earnings.

  • Reply to

    $50 Phone on its way per PC Mag

    by servpro9002 Apr 16, 2014 3:12 PM
    robbierasser9az robbierasser9az Apr 16, 2014 4:51 PM Flag

    Yeah, what's most significant about this is that Google and 3D Systems aren't just creating a modular phone, but an entire manufacturing platform, printing out thousands of highly detailed pieces every day, or hour. Google, of course, will likely buy many of DDD's most powerful printers, and every phone will be made from DDD's proprietary materials. The phone will be coming out in 2015, according to Google, which likely means DDD is upping its printing technology very fast.

    Sentiment: Strong Buy

  • Reply to

    $50 Phone on its way per PC Mag

    by servpro9002 Apr 16, 2014 3:12 PM
    robbierasser9az robbierasser9az Apr 16, 2014 4:47 PM Flag

    Yeah, god forbid Avi should cash out 2% of his money to buy a house, give a gift to his children, take a vacation with the family, or have a lobster dinner. Avi should be compelled by law to spend every weekend in his basement working on his model railroad.

    Sentiment: Strong Buy

  • robbierasser9az robbierasser9az Apr 16, 2014 11:47 AM Flag

    Just the opposite: some companies want to produce only one prototype. Some architects may build one house or building a year, so they need a model. They don't want to spend $500,000 on an expensive machine, so they use printing services. However, other companies may find that they're so pleased with the result, that eventually they'll buy a machine to print greater amounts of prototypes. It's a way of getting people interested, intrigued and hooked on the technology.

    Sentiment: Strong Buy

  • robbierasser9az robbierasser9az Apr 16, 2014 11:20 AM Flag

    In the second half of 2014- or perhaps sooner- when we begin to see the results of both DDD's organic growth and their acquisitions, the stock will rise again. Check out the Robtec website- very solid company with lots of customers.

    Sentiment: Strong Buy

  • robbierasser9az robbierasser9az Apr 16, 2014 11:04 AM Flag

    Yeah, and DDD has stated that this acquisition will be immediately accretive to both it's cash generation and grow eps within 12 months of closing. We could be looking at guidance of well above $1 billion for 2015. Le't see what the earnings call has in store for us next week.

    From yahoo: 9:16 am 3D Systems to acquire Robtec; expected to be immediately accretive to 3DS' cash generation and to contribute to its non-GAAP earnings per share within the first 12 months after closing

    Sentiment: Strong Buy

  • robbierasser9az robbierasser9az Apr 16, 2014 9:24 AM Flag

    and, DDD immediately acquires more automotive and aerospace customers...

    "We believe that the strong strategic and cultural fit between our companies, combined with Robtec's on-the-ground additive manufacturing service bureau capabilities, expanded channel coverage and deep automotive and aerospace customer relationships could present significant benefits for our customers, sizeable growth opportunities for us and greater value for our shareholders," commented Avi Reichental, President and CEO, 3DS.

    Sentiment: Strong Buy

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