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DexCom, Inc. (DXCM) Message Board

surrealskiller 88 posts  |  Last Activity: Aug 27, 2014 2:29 PM Member since: Dec 9, 2009
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  • Reply to


    by qtmmnutcase Aug 27, 2014 2:21 PM
    surrealskiller surrealskiller Aug 27, 2014 2:29 PM Flag

    That's right
    Everyone on this board should remember who is the boss here.

  • Reply to

    Wearable Technology Investing

    by sweetwummer Aug 26, 2014 9:42 PM
    surrealskiller surrealskiller Aug 27, 2014 10:49 AM Flag

    One thing that bothers me is how this guy came up with his pps numbers.
    2 bucks was multi-year low and he thinks that his entry at 2.68 is not a very good price now.
    But 2.61 is ok - it's his next buy order.
    7 cents on 3000 shares make about $200 counting in commissions. At this level of trades , I bet that his exit price is somewhere at 2.85.

  • Reply to

    Wearable Technology Investing

    by sweetwummer Aug 26, 2014 9:42 PM
    surrealskiller surrealskiller Aug 27, 2014 9:17 AM Flag

    Yeah, I was researching that helmet too. I don't think they have our displays. Infinite focus was MVIS selling point, btw, although I don't think that MVIS projectors are there.
    I dunno how well it would sell - riders are very picky, and camera-electronic_processing-display would introduce some latency. You'd get some disconnect between what you saw in front of you and when you expect it appears behind you. But it's definitely some good example of AR application.

  • Reply to

    OT: Kopin ?

    by surrealskiller Aug 26, 2014 10:41 AM
    surrealskiller surrealskiller Aug 26, 2014 11:32 AM Flag

    I don't think the increase in inventory justifies +10% on triple volume run up.
    Thanks anyway.

  • surrealskiller by surrealskiller Aug 26, 2014 10:41 AM Flag

    Anyone knows what is going on there ?
    And while we are on the topic of Kopin :
    Are they still "The largest supplier of microdisplays for US military " as they state on their front page ?
    I understand that it takes time to retrofit and replace outdated technology but I thought we passed quarter million microdisplays mark quite some time ago.

  • surrealskiller surrealskiller Aug 22, 2014 1:07 PM Flag

    Nov 1st (and the down vote)
    1c per day and 20 cents to cover - rule of thumb is to triple the time frame needed.
    Next quarter earning report is about Nov 10. Some anticipation will be built up into pps .
    To Garce - last time (July 2013) golden cross was on the downtrend of 200 MA, so it was not really a bullish indicator and as such it was not real golden cross. And it was before earnings as well - news events trump technicals .
    I'd love to see you right though, Rock.

  • Reply to

    The wearables

    by akimed Aug 20, 2014 3:21 PM
    surrealskiller surrealskiller Aug 21, 2014 11:30 AM Flag

    I like your critical approach - this is probably why they don't let you on ASM anymore ;-)
    You mentioned that you sold the majority of your EMAN holding at 2.50 level (that's what it was after Q4 earning report) . And you also said that you would consider to come back.
    What's you entry level now or what other event might trigger it ?

  • Reply to

    10-Q Update on Leases.......

    by twelfth_rock Aug 18, 2014 2:21 PM
    surrealskiller surrealskiller Aug 18, 2014 3:53 PM Flag

    Not long ago there were rumors about Global Foundries making a deal with IBM to buy that site. And then it all fell through.
    IBM happy to get at least something from leasing space to eMagin but it's still a big hole in their books.

  • Reply to

    Concerns for profitability

    by billboard_us Aug 18, 2014 9:19 AM
    surrealskiller surrealskiller Aug 18, 2014 10:43 AM Flag

    He sold last week.
    You fall into one of his "speaking only true" cow-pies - he said "i just sold" and you took it literally.

  • Reply to

    EMAN Future

    by runthederby Aug 15, 2014 3:12 PM
    surrealskiller surrealskiller Aug 15, 2014 5:13 PM Flag

    Here is my take on it :
    Q1 revenue was 6.3M , Q2 was 7M
    We are half way through Q3 and management said that Q3 will be better. There was Satella shutdown in July and clean room modifications. So product revenue would be a bit less - they tried to maintain it with inventory build up in June but as I understand it's still not the same as running normal production. PC was very brief about future guidance - one sentence or so. If you compare last call with the calls from 2 years ago, I see the change in business attitude. 2 years ago it was all about SNUP making 10x yields and new applications and customers . One or two customers were going to be EVF customers and we were guessing if it was Canon or Olympus. And the hopes were on SNUP producing big volumes for these customers .Now , there is no talk about EVF but instead we hear about AR and wearables. "Same old BS " would scammie comment, but I hear that instead of customers they are talking about partners. It's a different game now, especially when you are talking about financing. Kopin went through raising equity way and they would be happy if Google call them. But Google had them before (through Motorola) and doesn't want to call . Google invested in Himax instead because they need hardware partners not software ones. So I don't see the cash on hands as a problem at the moment.

  • Reply to

    Bill The False Prophet

    by surrealskiller Aug 15, 2014 11:57 AM
    surrealskiller surrealskiller Aug 15, 2014 3:33 PM Flag

    BIll, you reminded me another Bill (Clinton, that is)
    Do you remember "It depends upon what the meaning of the word 'is' is."
    He didn't lie neither, just like you.
    And "that is what smart people do" - at least someone has to consider you 'smart' ,(oops, that was you yourself, sorry)
    Company turned another page, solved yet another set of problems and getting R&D financing back and you decided that it's time to sell. I guess, 'smart' falls into the same category of words as 'is' , each has his own definitions.
    My prediction that Q4 will be profitable. Whole year, probably not.
    Go ahead, jump .

  • surrealskiller by surrealskiller Aug 15, 2014 11:57 AM Flag

    C'mon Bill,
    tell us real truth.
    You said that you went long on EMAN and now you did your math and said that company will run out of money by end of next year. So you didn't do your math before ? Is it the first 10Q of EMAN you read as before you used your private sources of information? Or you just insane going long on the company that is losing money at this rate. So , did you sell and went short ? Or just sell before earnings and now start speaking the truth waiting for better entry point ?

  • Reply to

    To my 2 AH buddies........

    by twelfth_rock Aug 14, 2014 5:55 AM
    surrealskiller surrealskiller Aug 15, 2014 9:32 AM Flag

    The joker is there again
    10 shares @2.57

  • surrealskiller surrealskiller Aug 14, 2014 12:14 PM Flag

    I asked about HIMX - you are quite active on HIMX board.

  • surrealskiller surrealskiller Aug 14, 2014 10:50 AM Flag

    How deep you're invested in HIMX ?
    You know it's a bad karma to bash competitor stock.

  • Reply to

    To my 2 AH buddies........

    by twelfth_rock Aug 14, 2014 5:55 AM
    surrealskiller surrealskiller Aug 14, 2014 10:30 AM Flag

    "We do Not know what the Put holders paid for them....."
    Etrade shows me the option chart with a single spike in open interest for one day and it's above 400 contracts :

    Jul 25, 2014
    Open 0.40
    High 0.40
    Low 0.35
    Close 0.35

    EMAN AUG-14 2.50 PUT (EMAN Aug 16 '14 $2.50 Put)

    You're right that we don't know the trade details on that day. I was going for worst case scenario for option holders and usually the worst case is when your options are just in the money - then your premiums are wasted.

  • Reply to

    To my 2 AH buddies........

    by twelfth_rock Aug 14, 2014 5:55 AM
    surrealskiller surrealskiller Aug 14, 2014 9:55 AM Flag

    The Aug 2.5 Put holders bought them in July for 0.35
    So they need to get EMAN down to 2.15 to be above the water.
    Trying to knock EMAN down to that level is extremely risky - it will not stay there.
    The worst that may happen to them is the temporarily price drop to 2.49 by tomorrow close - they will be still in red and they will lose 45,300 shares which will go up on Monday. It's better to write off the puts and keep the shares .

  • Very upbeat CC.
    I am listening replay (and typing along )
    - one R&D contract is already signed
    - talked to about t 10 AR / wearable companies .
    - no other micro-OLED company has direct patterning tech
    - companies who make OLED TVs are not capable to make small displays
    - taking away market share from LCOS
    - 24,000 nits in green color (monochrome) display - no one has so bright/contrast displays (even LCoS)
    - seal system is impressive (missed the tech numbers)
    - there was shutdown in July - Satella annual clean up, new power equipment installed, clean room improvements.
    - DSVGA finished in second quarter to replace SVGA+ (biggest seller)
    - avionics is key growth area (taking share from LCoS - new and retrofits)
    - consumer HMD market is large but second after avionics
    Q&A :
    Himax (LCoS) is at disadvantage because of LED and optics and they can barely produce 1000 nits. Kopin LCD's are even worse than LCoS. 5000 nits that Himax and Kopin advertise have 10+ times worse contrast and also require a lot of power.
    - 600 displays per wafer (!) for consumer market. Current running rate is 160 display per wafer.
    - the major wearable company declared (in the press) that they want to switch to OLED. If what you read in the news is true what choice they have but eMagin .( C'mon can you give a better hint for a company name - I want to buy a vowel)
    - R&D contracts were about 7M in 2010 , we are not going to get to that level but it will be significant and it will build up over time. Q4 should be more than Q3 and even more next year.
    - partnership for consumer HMD - 3000 per month is reasonable now, would consider partnership for million per month run rate.
    - if you make consumer product it doesn't have to be made in US.

    Piper and Oppenheimer were absent - their loss.
    Fell free to add /correct what I missed.

  • surrealskiller surrealskiller Aug 13, 2014 7:23 PM Flag

    The first R&D contract is signed and we expect to release information soon.

  • Reply to

    Some cold water

    by surrealskiller Aug 13, 2014 11:02 AM
    surrealskiller surrealskiller Aug 13, 2014 11:39 AM Flag

    One thing with secondary is that if price drops it goes to just below secondary price level. And I doubt that it would be priced at 2. There isn't too much game for shorts and put holders.
    I am hoping that shelf registration was to give Google an opportunity to invest into EMAN without gobbling the floats and bringing havoc in market.

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