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GigOptix, Inc. Message Board

siserv2001 66 posts  |  Last Activity: Sep 1, 2015 7:48 PM Member since: Jun 5, 2003
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  • siserv2001 siserv2001 Sep 1, 2015 7:48 PM Flag

    Already added to AAPL and own FB but have to think about NFLX at this price! Own aton of cyber and where ol Sarge is putting his money! Wonder what Keith Katkin is up too with a 700 point loss on the Japan market today?

    Sentiment: Strong Buy

  • siserv2001 siserv2001 Sep 1, 2015 3:13 PM Flag

    $10 would seem to be the lowest bid for Avi! There is a reason he put that poison pill in there and it was to enrich himself and not the other investors although most would be satisfied with a takeover! I know Avi's history going back to the Lumera days!

    Sentiment: Hold

  • siserv2001 siserv2001 Aug 15, 2015 11:26 AM Flag

    That would only get them to the $50's! I would think an private acquisition that is accretive to the bottom line gets them a better deal! Buybcks are good for companies who have lots of inflow capital like established value companies who have expanded and would come under scutiny for an acquisition. FEYE is just a toddler waiting to be a teen before becoming an adult! They will eventually get there where you want them and likely have severaloptions but abuyback should not be the one they choose! Let them grow without gimmicks!

    Sentiment: Strong Buy

  • siserv2001 siserv2001 Jul 28, 2015 11:05 AM Flag

    Well What-A-Burger based in Texas just received the Best Burger in America Award over all others! Maybe like the Super Bowl winner but HABT will have to do better to get recognition!

    Sentiment: Strong Buy

  • Reply to

    new product to be announced !

    by gggordongekko Jun 2, 2015 3:55 PM
    siserv2001 siserv2001 Jun 3, 2015 8:07 PM Flag

    My two cents for what it's worth! Skyworks is a name to watch although not necessarily cloud related and think robotics as well! Technology is a great sector but can be very volatile! Apple could pick up anyone if it were just cash related but regulators will always be cautious when they are rumored to buy anyone! Same with Microsoft and you might as well add Cisco although the new CEO could differ from the previous and snap up hmmmm perhaps a cyber security company if the Price is Right!

    Sentiment: Strong Buy

  • Reply to

    new product to be announced !

    by gggordongekko Jun 2, 2015 3:55 PM
    siserv2001 siserv2001 Jun 3, 2015 7:56 PM Flag

    Ditto! But sure glad I did! We just didn't get fully satisfied with our AVNR profits but boy howdy did we find the Spindletop and I personally was rewarded handsomely! Just glad to find the message board with those golden oldie messengers, the Lobster was just part of the main course! I just wonder if Congo made out like those who held to the end!

    Sentiment: Strong Buy

  • siserv2001 siserv2001 May 19, 2015 1:44 PM Flag

    It could be Costco or Target! Why do you think Home Depot? Do you know for sure?

    Sentiment: Buy

  • Reply to

    OT: DDD

    by yjfang May 18, 2015 11:32 AM
    siserv2001 siserv2001 May 19, 2015 12:09 PM Flag

    CFO just left DDD and the stocl plumetted from $96 to low $20's! Guess this new venture with Thermo Scientific could impress the kiddies thst it willclimb back! If you wanted to trade youshould have looked at homebuilders! HD guided higher and new startups make it a hot sector today! On;y concern is Fed rate hike which could trim the sector but right now it's all good!

    Sentiment: Strong Buy

  • Reply to

    I bless FEYE.....

    by xx369 May 14, 2015 3:51 PM
    siserv2001 siserv2001 May 14, 2015 11:44 PM Flag

    Obviously it will be volatile with options expiration,I don't expect news regarding FEYE so wouldn't surprize me if the price drops but I don't see it going below $41 unless some catistrophic event occurs and the overall market will be hard to move higher especially with so many whose claws have been file drastically climbing that wall of worry! Besides it's May and I'm waiting on FDA news that will likely occur next week! I also realize that anything is possible and why dry powder is as happy as watching paint dry but alsoknow patience is a virtue and still a quarter away before I want to place option calls that will get me excited! I might buy some calls if FEYE sells off tomorrow!

    Sentiment: Strong Buy

  • siserv2001 siserv2001 May 14, 2015 8:29 PM Flag

    Alot of saturation in that field Great! Should have listened to SARGE and got into SPPI below $6 and now close to $7! Tracking pretty much like AVNR did before Otsuka snapped it up! Wonder what KK would like to do next? Looks like Harvey Berger will be retiring after Alex Denner pressed for itat ARIA! They spent alot last quarter but if Brig gets approved, the big boys have billions in cash and could really add more if they get it ahead of the Asian pharmas who know when to snap it up! Places is holding strong! Glad the Triple Crown races are going on! Lobster should be in high demand! Cheers! BTW Bought more FEYE before all the rumor chatter!

    Sentiment: Strong Buy

  • siserv2001 siserv2001 May 13, 2015 4:37 PM Flag

    Tim Cook would buy Instagram or Twitter before FEYE! I also don't see CSCO doing this either! Perhaps a partnership with HP or IBM makes more sense and IBM had been in the duldrums so this would peek interest in IBM if they surprized and lured this partnership but FEYE will NOT be acquired anytime soon even with today's action but there is news and someone took a large position today trying to put something together! Perhaps Nelson Peltz parked his Dupont sell proceeds in FEYE!

    Sentiment: Strong Buy

  • Reply to

    Buyout Rumor !

    by robertclark135 May 13, 2015 10:40 AM
    siserv2001 siserv2001 May 13, 2015 11:02 AM Flag

    That should be EARNINGS! Too funny!

    Sentiment: Strong Buy

  • Reply to

    Buyout Rumor !

    by robertclark135 May 13, 2015 10:40 AM
    siserv2001 siserv2001 May 13, 2015 10:59 AM Flag

    Today is John Chamber's last warnings report so I would doubt that CSCO with a new CEP is ready to spend the money! Although it should be on his radar and the fact they would like it so they could become the go to cyber security company. Great rumor though and one better, John Chambers leaving CSCO for FEYE! LOL!

    Sentiment: Strong Buy

  • Some dry powder is certainly be loaded in the equity market today and FEYE is looking good this morning! This sector of Cyber Security is only going to grow and those who are in early will benefit greatly! Get back to me in three years and tell me shoulda woulda coulda!

    Sentiment: Strong Buy

  • Reply to

    Nice beat by CYBR

    by takithom May 7, 2015 4:22 PM
    siserv2001 siserv2001 May 7, 2015 6:43 PM Flag

    I know SELL in May and GO away! But FEYE had it's correction and while no one knows with certainty. stocks who turned in numbers like they did last week says it is not range bound! While the market seems attractive setting up for 4Q over our current 2Q, the ball is deflated and just primed to WIN! You might experience the FED's raising rates before the EOY! JY might be yelling exurberance before she pulls the trigger and why doeswn't she just say TAX rates are too HIGH! Get Congress to reform it and if it happens before 17' then she would have plenty of reasons to raise it! Right now the Prez beat her on the hike and she has to see the results that do not see better then 2% GDP growth! That number maybe optimistic for this year!

    Sentiment: Strong Buy

  • Reply to

    Nice beat by CYBR

    by takithom May 7, 2015 4:22 PM
    siserv2001 siserv2001 May 7, 2015 5:13 PM Flag

    Thought I was going to get shutout on my FEYE order but got em in the last 30 minutes and while the overall market is jittery over trying to guess what the Fed Chairman was doing or saying, looks like FEYE will move up and why not. Do people not trust the numbers! It's not an Asian stock! Glad I was able to keep dry powder and didn't jump the gun! The top tech companies have a half trillon in CASH! Interesting to see what they will be doing! Health Pharma have aton of cash but doesn't compare to Tech!

    Sentiment: Strong Buy

  • siserv2001 siserv2001 Apr 28, 2015 11:44 PM Flag

    Check the report that showed expenses regarding compensation up more then usual! Same ol Avi! He is either clueless or thinks he has his golden parachute and can take advantage of retail shareholders who likely don't hold any preferred which is capital to GIG! Look at all the crazy acquisitions Avi tries to pull off and that's not just wishing but expensive speculation in an hostile manner! How much money has he wasted since his last acquisition Endwave! Sad that Avi fails with bitcoins, and how much did it cost to win a bit with his litigation case? Happy I get his poor management skills on how to run a company and while I thought at one time this was a promising company, I made over 700% with a biotech company that was bought by a Japanese company! My cyber security company is up big and my other biotech owned just this year is up over 50%! I want even tell you about my AAPL holding but yeah owned a little and alot more when they announced their 7-1 stock split and just yesterday raised their dividend by double digits so it's nice not to put all your eggs in one basket! Even bought more AAPL this year so just up 35% just this year! Avi grew his GIG by half and why I sold a few before the news of earnings and now if my Asian stocks could catch fire! Oh well if you want some bad news my oil and gas is lagging! My 3D stocks are lagging! So it's not all paradise but if Avi sells over ten, I plan on buying someone a steak dinner!

    Sentiment: Hold

  • Reply to

    Smart money accumulating

    by gigityoptix1 Apr 22, 2015 5:19 PM
    siserv2001 siserv2001 Apr 23, 2015 6:11 PM Flag

    Sold some I had bought about two years ago and netted a cool 40%! Kind of know what Avi feels like now! LOL! Just don't need Avi selling company under $5! Feel like if someone could clue him in that his totalpay will be based on performance then this stockcould climb but if it falls back down itmwill be same ol Avi and hopefully my sold shares are ones he had to buy over$1.55! It could also mean Avi is buying another company that doesn't really do much for the buildout of GIG! Wonder how much money we still have from ENDW?

    Sentiment: Hold

  • Talking about Russian hackers on Government computers! I'm surprized they can afford it in Moscow but guess Lil Putin decided to stimulate his economy by letting go of some of his personal billions! Amazed how he amassed it but guess someare willing togive it to him to stay in his good graces!

    Sentiment: Strong Buy

  • siserv2001 siserv2001 Apr 17, 2015 2:09 PM Flag

    We know how right AF was with AVNR with just their one drug approval! Talked about generic competition and litigation and like Ray found himself on the wrong side except that AVNR probably sold $5-$10 cheaper then if he had not continually attacked them and allowed Otsuka to offer the $17 then the $20-$25 most felt it should have received!

    Sentiment: Strong Buy

GIG
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