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Rackspace Hosting, Inc. Message Board

sbdccmtc 36 posts  |  Last Activity: Feb 4, 2016 2:22 PM Member since: Aug 24, 2001
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  • Reply to

    Get out in front

    by itsonlymoney1234 Feb 2, 2016 2:03 PM
    sbdccmtc sbdccmtc Feb 4, 2016 2:22 PM Flag

    product, mgt team and marketplace they play in...3 things determines value of the company ...unless these guys can show the scam street their ability to fight these skin lizards, understand their product and the size of the market they are playing in... and deliver on top line growth...I think this puppy fades into a dark bliss...
    for now it seems..mgt is just milking the balance sheet...and money from the offering...nothing to reward the shareholders...

  • Reply to

    why is it up big in a bad market?

    by islandmon2003 Jan 20, 2016 3:18 PM
    sbdccmtc sbdccmtc Jan 26, 2016 1:05 PM Flag

    Maybe you are right...but there is NO growth and wonder what the book to bill ratio is going to be...if the big boys in the oil sector continue their cap ex cuts...is there any offset from the marine sector?
    if oil svc sector is in a dividend cutting mode...twin will be no different...conserve cash for the lower longer scenario...I still see low single digits for the stock price...because eps and price to sales and price to book etc...still makes it look a bit expensive...and markets do tend to swing in extremes...moreso if s&p test 1600...well you know what will happen...

  • Reply to

    why is it up big in a bad market?

    by islandmon2003 Jan 20, 2016 3:18 PM
    sbdccmtc sbdccmtc Jan 21, 2016 4:40 PM Flag

    dead cat bounce ...could be a bear trap....BUT oil svcs are way overdue for a bear market rally until Mar/Apr timeline..just imo...still worried about the dividend cut..and is it factored in?

  • Reply to

    FCS has miniscule profit margins..

    by jctuttle14 Jan 12, 2016 5:11 PM
    sbdccmtc sbdccmtc Jan 15, 2016 4:08 PM Flag

    Nail in the coffin on fsc offer from on imo....market has spoken ..new 52 week low...if ON even dares to increase the offer to 22/share...stock goes down another buck or two and lawsuits will line up...like people wanting to attend a rally of Trump... so this pathetic mgt. of ON has shown its inability to lookout for shareholder interest and made a huge gaffe leaving the markets thinking they may sweeten the offer giving enough ammo to hedge funds to short this pathetic performing stock...

  • Reply to

    Ready for a dividend suspension?

    by sbdccmtc Dec 9, 2015 12:01 PM
    sbdccmtc sbdccmtc Jan 15, 2016 4:03 PM Flag

    as they announce the results for the last qtr...the losses will dictate cash conservation and a dividend suspension.. oil downdraft has escaped very few companies involved in the service sector...TWIN is no exception..

  • Reply to

    They couldn't pick

    by dgh1027 Jan 6, 2016 9:59 AM
    sbdccmtc sbdccmtc Jan 7, 2016 11:52 AM Flag

    Long long long road ahead..technically it has now broken down..wonder where it finds a bottom...I am now under water...just like you... had added more at 10.50...so much for my genius on buy points...Ml technical thinks we can test 1820 on s&p...that is a long ways down... will buy more ON once the selling 'feels' it has exhausted itself...

  • Reply to

    They couldn't pick

    by dgh1027 Jan 6, 2016 9:59 AM
    sbdccmtc sbdccmtc Jan 6, 2016 5:17 PM Flag

    Agree...sometimes it just pays off to walk away... ON mgt. has a lawsuit looming if they screw the shareholders by overpaying for FSC....this is insane... damn if you do and damn if you dont...
    stock trades down on the acquisition... trades down further if they 'think' of overpaying...and will be completely destroyed if they pay 22/share...I am so disgusted...

  • sbdccmtc sbdccmtc Jan 5, 2016 4:12 PM Flag

    class action lawsuit against ON for overpaying for an ordinary technology company?

  • Reply to

    any catalyst on the horizon for APIC?

    by sbdccmtc Dec 31, 2015 3:22 PM
    sbdccmtc sbdccmtc Jan 4, 2016 4:09 PM Flag

    On a fundamental basis...one has to value the company on its products, mgt. team and the marketplace it is participating in by way of size and growth potential...I have studied the mgt. ..understand the product..somewhat..it is growing but fairly slowly considering the initial company was founded in 2004...so it has been around a while though the new mgt team is finally working on getting some sales momentum going...eventually this size cannot survive on its won...it has to have an exit by fitting in a portfolio of a company like IBM or similar...as a niche bolt on technology enhancer...but since the financials are so so...and NO profits expected for next 2+ years... no idea on what the valuation should be...again ..this is IMO...

  • Reply to

    any catalyst on the horizon for APIC?

    by sbdccmtc Dec 31, 2015 3:22 PM
    sbdccmtc sbdccmtc Jan 4, 2016 12:14 PM Flag

    so what is the trading band when you mention 'enough volatility'?
    I see a tight trading range... and on a big market sell off ( today is an exception ) the stock technically could drift down to low 6's...your thoughts?

  • Reply to

    I hope these

    by dgh1027 Dec 31, 2015 12:35 PM
    sbdccmtc sbdccmtc Dec 31, 2015 6:26 PM Flag

    I absolutely agree... what a disaster this stock has been... just when they got Sanyo under control..they are out making another acquisition...ego ego ego...no concern for shareholders and no care of awarding them...
    Hope they let FCS just go to the chinese...who cares..they do not have any technology that is so valuable...all On says is integration helps them increase volume and streamline margins to result in future cost savings...
    this companys mgt is truly showing its inability to run a company and increase shareholder value...

  • small caps are out of favor..NO January effect for the overall market since downgrades are still in force and s&p eps being cut...so is there any positive catalyst on the horizon for this small cap?
    interesting product that is hard to comprehend... top line growth is good but not explosive... good mgt. team...NO profits on the horizon...so what would make this stock move?

  • Reply to

    take this---for those who are long -from csfb

    by sbdccmtc Dec 23, 2015 12:18 PM
    sbdccmtc sbdccmtc Dec 23, 2015 12:36 PM Flag

    Tsinghua has 47 billion for a semiconductor shopping spree

  • China Optionality - IP value is underestimated.
    We believe that optionality around China investment could lead to upside for the stock,
    and we would not be surprised by an equity investment in MU from one of the Chinese
    private equity companies. MU has over 16,800 US patents and has one of the strongest
    Semiconductor IP portfolio within the Semiconductor industry. The Company has presence
    in all major memory markets, which makes it particularly interesting from M&A or equity
    investment target for China Inc. While CFIUS could be an issue for outright sale, the
    company could still attract equity investment in China. Specifically, (i) Given Inotera
    acquisition, MU could set up an Inotera-like arrangement with Chinese company - CapEx
    spent by China partner but margin sharing. (ii) MU can use equity investment and get
    preferential access to the China market. (iii) MU can increase packaging presence in
    China - company could partner with China packaging companies in exchange of
    investment. Equity investments at premium could be a positive catalyst for stock, given
    that equity investment from China to date have been at 20% to 50% premium to stock
    price of target. Note that Hynix had recently indicated that company had ruled out an offer
    from China for equity investmen

  • sbdccmtc sbdccmtc Dec 22, 2015 4:37 PM Flag

    you truly are an ignorant amateur investor if at all one LOL..your posts and inability to comprehend anything anyone else writes is beyond your mental capabilities...LOL...seek some mental help...and or quit being an intern at some low end outfit....go wash cars or sell some shoes dude...you are a joke...

  • sbdccmtc sbdccmtc Dec 22, 2015 2:30 PM Flag

    The diaper baby continues to want attention...it is still in its crib...xmas is here and it has no toys...much less any intelligence yet....
    The last dividend was declared on 10/19...ex date was 11/6.. Record date 11/10 and payment date 12/1... From what I know...the company is not onligated to declare or pay any more dividends since it is in a merger deal..unless the mgt proposes it and the board approves and declares it....so dont expect any more dividends considering the transaction is expected to close on 12/28... The employees, mgt have tax implications since they will be liable to pay capital gains taxes for 2015 now...
    As a word of advice...the scam market is and has always been rigged...the media and all the analysts are paid prostitutes to publish and promote their own agendas..and their firms interests....do not believe cnbc, or the booyah moron or any analyst report...most of it is toilet paper..

  • sbdccmtc sbdccmtc Dec 21, 2015 5:45 PM Flag

    RIP...goodbye...good luck...LOL LOL LOL..and now like a fake psychic ..you are into 'prediction'...as if any of your comments, predictions or recommendations hold any value to any readers on this msg board...
    please get a new set of diapers and when you are all grown up and are able to wear some real 'suits'...come back to play in this scam market...
    I worked 25+ years on scam street... I am still paying my dues to scam street...and at least I am not as wet behind the ears like you... arrogant egotistical poor english speaking poster...who thinks he knows anything...arrivederci ...dasvidania...ciao..I am not spending anymore time responding or posting to this board...you can continue your rant, sarcasm...and studpidity....

  • sbdccmtc sbdccmtc Dec 21, 2015 1:20 PM Flag

    A board leader ? you really do have an ego ...omg...cutting and posting published article is called pontification ..not leadership... what info did you bring to the table or to the board that was already published and posted by the media... This censored msg board is for amateurs like you...those who question language skills and whether english is one's mother tongue...yep..showing true quality of a leader....may the force be with you and may you continue to pontificate to the displeasure of other boards while you continue to stroke your own ego....LOL

  • sbdccmtc sbdccmtc Dec 21, 2015 12:12 PM Flag

    Goodbye LOL....hope we do not hear from your arrogant rant and postings again...

  • Reply to

    Deal closing date

    by sbdccmtc Dec 16, 2015 8:26 PM
    sbdccmtc sbdccmtc Dec 18, 2015 4:39 PM Flag

    You sound like someone whose mother tongue is not English...you sound chinese or middle eastern imo...so much for my mother tongue not being english...who in the heck is disclosing insider information on a message board? It is pure discussion...i have no information...something publicly known is when intc is reporting their results...as far as changes internally...maybe you can pick up the phone and speak to IR...
    I worked and left scam street when you were still wearing diapers...goodbye...go back to your crib....lol lol lol...

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