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Incyte Corporation Message Board

stillinshock 330 posts  |  Last Activity: 2 hours 58 minutes ago Member since: Oct 25, 2002
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  • stillinshock by stillinshock Jun 10, 2015 3:36 PM Flag

    Most interesting. Funny how the Tokman admirers and critics all find themselves invested together due to Sony and the job management has done. On one side, the money makers who have figured Tokman out early and on. The other side, the suffering longs who held shares believing in the tech and the company's eventual success. The frustration the longs have experienced at the hands of the traders is understandable and the contempt of management is warranted when viewing the history of Tokman at the helm. Not hard to defend ones position either long or trading and enough powder to continue these arguments for an eternity.

    My take has always been that Tokman did what he had to do to keep the company afloat and somehow get the tech to maturity. It is my fault that I invested heavily on his 2010 comments and have suffered big losses. I always felt that a CEO should know his product and the tech to bring it to market. I averaged down and own more shares than I ever intended, but not unhappy with the position I hold. Sony was the reason and the time to load up.
    Regardless of ones opinion of this management, the facts are that we are in the best position of our company's history and about to make a huge impression on the market in general. The Sony deal was a Hail Mary for a limited ability CEO and until the whole picture plays out my opinion won't change. I still don't trust him, and won't until I see revenue and pps appreciation for us shareholders. He has taken good care of himself with my shares and continues to fill his pockets. The story has more chapters to read and the final one won't be written for awhile yet. My concern is that he made this company far too cheap and a cheap buyout is always hanging over this until we see $20, then I can begin to relax and evaluate management again. Don't have any time now for the arguments that seem to go on and on basically plowing old ground. We are all here to make money. Some seem better at it than others.

  • stillinshock stillinshock Apr 25, 2015 1:46 PM Flag

    Yes, I have all those little gems tucked away in my head. Good week ahead, me thinks.

  • Reply to

    Boom Boom Boom

    by retinalscandisplay Jun 23, 2015 10:16 AM
    stillinshock stillinshock Jun 23, 2015 4:03 PM Flag

    When you say See ya, every day, try to stay away until somethin worth while happens. You are a constant pain in the rear end with your stupid quips. You contribute nothing here.

  • stillinshock by stillinshock Apr 9, 2015 12:33 PM Flag

    You have to be a trader to make it in retail. Since Goldman bought Bush and eliminated the uptic rule to get access to the IRA money in retail accounts it has been ever more obvious. An uneducated investor getting taken by the fund management in the form of fees and advisory roles and working men and women with little investment knowledge trying to insure their own retirement made a gift to the big investment banks and hedge funds. I do believe that investment banks and hedge funds make up almost all the US stock market and I'll bet that retail investment is down huge since 2000. Fighting the big super computers without any protection from the SEC is an awesome challenge for retail. Their ability to take a company down is amazing without rules and I'm surprised Bush and Paulson aren't VP's at Goldman.

  • Reply to

    MicroVision: Open Letter to Management

    by mirro7 May 21, 2015 3:22 PM
    stillinshock stillinshock May 21, 2015 3:54 PM Flag

    As a side note, I did add today and will hold this level for some time. I do believe Sony has to start getting their investment back sooner rather than later.

  • Reply to

    MicroVision: Open Letter to Management

    by mirro7 May 21, 2015 3:22 PM
    stillinshock stillinshock May 21, 2015 3:52 PM Flag

    Sony is the key and Tokman is Tokman. Why would he consider shareholders at this point in our travels? Although it is up to our customers to announce there is nothing prohibiting MVIS from keeping us informed as to the progress being made on the laser front and the power and size fronts. I have always questioned Tokmans abilities and will never understand his reluctance to provide investors decent information to attract additional or new investment here. I also don't think he gives a dam as we approach the ASM and don't really look for anything we don't already know. Tokman is Tokman.

  • stillinshock by stillinshock Apr 8, 2015 11:58 AM Flag

    Like taking candy from a baby. Should end soon I would think.

  • Reply to

    SmartCast fanboy continued........

    by dsaur009 Jul 3, 2015 11:51 PM
    stillinshock stillinshock Jul 4, 2015 10:42 AM Flag

    Good move Dsaur. Patents are the key and everybody is going to want to control them so I am still concerned at our market cap. Don't want to wake up some morning to find we have an unwanted guest holding shares. I have myself positioned so that a $40 buyout would make me happy for the rest of my life. This company is far too cheap at this transitional development period. Too much going on and too quiet for me. NDA's are OK, but promote the damned company. I think your thesis is right on by the way. I am expecting surprises as we move forward as I feel there are a lot of players who want to get to market quickly. Lenovo fired a shot that was loud and clear that said MOVE YOUR BUTTS, TIME IS RUNNING OUT.

  • Reply to

    My PicoPro - intial thoughts

    by paulanderson27 Apr 10, 2015 1:09 PM
    stillinshock stillinshock Apr 10, 2015 1:27 PM Flag

    Way to go Paul. You don't know how many of us are looking for your input.

  • stillinshock stillinshock Apr 30, 2015 4:36 PM Flag

    Are you nuts? Dr. Kim himself just valued this company at $2 pre split. That shows me that is the only interest he could get for us, pipeline and all. Don't you think Kim was shopping last week at $10.50 and $10, and $9.50, and $9? Think man, this didn't just fall off a turnip truck. Nobody is willing to pay any more. What I want to know is what is the pending news that is making him grab whatever he can with a year or so until P3? I don't need a Wharton education to see red flags and a poor financing in my face. I have watched all day as posters explained it away with statements to ease the bruises this guy just administered. You make excuses for poor execution for this guy all the time, just look at the obvious for a second.

  • Reply to

    Major events in the next 30 days

    by simonbui May 20, 2015 2:47 PM
    stillinshock stillinshock May 20, 2015 4:08 PM Flag

    Well gentlemen, I did my best with the CES up dates as I received reports. I hope you will do the same and give us some of your deep thoughts on what you see and hear at the ASM.

  • stillinshock by stillinshock Jun 16, 2015 3:17 PM Flag

    Replacing "First and Goal" and "No gating issues", and "Shipping to the first of three", with "Pigs at the trough" and "they are smiling" as they issues themselves shares. What I want to know is when we will see products introduced by names we know that will validate our tech and allow us to take our place in the tech arena. Things are going so well this year that nobody can give me a timeline, or volume production numbers or companies using our tech. I have to rely on the same Tokman quips that I thought I understood six years ago and they still mean the same thing. Do we have to wait another six years for production numbers to be where OEM's need them? Does smiling mean we are closer than we were at first and goal? I am certain that we will know something soon. Just what, I'm not sure. I was looking for an order that would indicate the F500 would have a product in the second half, but I haven't seen anything yet so I remain concerned. I am more satisfied that Sony will deliver by Christmas as they have to start to generate revenue for themselves. As far as the HUD posts I've read recently, I have my doubts as to our ability to sell our tech as we are thin in the sales area and it will only happen if someone with a large sales team takes up the banner for us. Congrats to Cellulon, they are the first with the bolls to get in the game and I hope it was Sony or Sammy that helped them for their own plans going forward. I will catch some heii from the crowd, but I was hoping the ASM would produce something other than, they were smiling.

  • stillinshock stillinshock Jun 30, 2015 11:34 AM Flag

    Well that is the way the game is played and unfortunately companies like this are easy money for them. The lack of support by management and the fact that they are news locked allows them to be the silent partner that these short artists look for. Institutional ownershipis the best way to counter these short artists. MVIS has made no attempt to increase that portion of our investment community. Not that we don't have the news to do it mind you, they just don't really know how to play the game. Granted they are a small staff with almost no analyst coverage and the customers won't throw our name out there either as secrets are the order of the day in this arena. Sooo, without analyst, without customer support, without PR's, we rely on smiles. When a new product hits the street with a name like Sony, most folks will want to buy Sony as their pps has done well and they will be presenting a new tech. How many will dig deep to find MVIS is at the core of this tech I don't know. I know we won't see "Image by PicoP" as we were led to believe so I'm not sure how long it is going to take to get rid of these 100 share lots. We may be sitting here next year at $3 or $4 wondering when will we get noticed. I'm sure increasing revenues will prop us up so I don't think the above will be in play, but my point is, that this may still be a very slow go at the pace we are moving. Tokman is afraid to reveal too much and he hasn't given us a dam thing in reality. We all have to guess at what the business is and where it is going and how fast. Ten years seems to me to be enough time to learn this game.

  • Reply to

    From CNBC

    by sharaccuda Apr 7, 2015 12:08 PM
    stillinshock stillinshock Apr 7, 2015 4:28 PM Flag

    Come on guys, wake up. MVIS needed deep pockets and additional engineering and heft to make it. Sony has all the ticket punching power we need and then some including sales force. Sony knows it faltered over the years and missed opportunity and has problems inside. What they seem to have now is a CEO with vision and it looks like we have one of those too. Between the two hungry, buck stops here CEO's, it looks to me like a marriage made In heaven. Together they have the opportunity to fulfill both long term goals. I for one couldn't be happier with a hungry Sony by our side. Hoping this relationship fills all the empty spots for them and their investors.

  • Reply to

    UPS Beat. Were MVIS modules instrumental?

    by newgpj421 Apr 28, 2015 10:16 AM
    stillinshock stillinshock Apr 28, 2015 10:22 AM Flag

    Info on any order would be nice.

  • Reply to

    How was that for a Bear Raid..Text book..

    by garysnoop1 Apr 28, 2015 10:29 AM
    stillinshock stillinshock Apr 28, 2015 2:14 PM Flag

    George Bush's gift to mom and pop retail investor, no up tic rule and open season.

  • stillinshock by stillinshock May 22, 2015 12:08 PM Flag

    To generate some investment interest in this company. The shareholders can't do it by themselves. Everything I read here just indicates just how lax this management team is in trying to get investors interested. With the tax credit going forward and the Sony contract, the investment world should be taking notice and they're not. I think that is the point of the mirro7 rant, and many of us understand the frustration.

  • stillinshock by stillinshock Jun 3, 2015 12:43 PM Flag

    Where I feel the company is most vulnerable to take over or cheap buyout attempts. All pieces are in place and lasers (the big issue) appears to be behind us. Now that all the work is done and everything is in place the big money will be looking. Great ASM validating what we knew would come and now we are ripe and looking sweet to the big players. Patents have grown substantially in the last year and are worth sooo much more than they show. We are being held down for a good reason, and we have no institutional investment worth talking about. Lord how I wish we had a poison pill.

  • Reply to

    Lenovo is not the F500.

    by pierrev55 Jun 8, 2015 9:07 AM
    stillinshock stillinshock Jun 8, 2015 10:52 AM Flag

    Usual MVIS trust me nonsense. Won't know until we get a component order. Tokman said, Tokman said is our usual info. We need something solid. Cellulon is great with no advertising and still not available in big boxes yet. I want a name and a product I can go to the mall and see for myself. I want to see PIcop in use by consumers. I have all the Tokman says I need right now and when Q2 cc arrives I will listen and have as many questions as I will have answers, and I will be looking at quotes from CC's in 2013 and 2014 as validation of something or other. Shareholders deserve a break. INvesting on Tokman says, hasn't been real good the past ten years.

  • stillinshock by stillinshock Jul 1, 2015 11:33 AM Flag


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