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Netflix, Inc. (NFLX) Message Board

themo23 13 posts  |  Last Activity: Jun 17, 2014 3:07 AM Member since: Feb 15, 2007
  • themo23 themo23 Jun 17, 2014 3:07 AM Flag

    I will take the bait of your passive aggresive tone and add the following from the SC14D9C filing:

    "Notice to Shareholders

    The tender offer for the outstanding shares of the Company described herein has not yet commenced. This communication is provided for informational purposes only and is neither an offer to purchase nor a solicitation of an offer to sell any securities of the Company pursuant to SanDisk Corporation’s tender offer or otherwise. Any offers to purchase or solicitations of offers to sell will be made only pursuant to the Tender Offer Statement on Schedule TO (including the offer to purchase, the letter of transmittal and other documents relating to the tender

    offer) which will be filed with the U.S. Securities and Exchange Commission (“SEC”) by Flight Merger Sub, Inc., a wholly owned subsidiary of SanDisk Corporation. In addition, the Company will file with the SEC a Solicitation/Recommendation Statement on Schedule 14D-9 with respect to the tender offer. THE COMPANY’S SHAREHOLDERS ARE ADVISED TO READ THESE DOCUMENTS, ANY AMENDMENTS TO THESE DOCUMENTS AND ANY OTHER DOCUMENTS RELATING TO THE TENDER OFFER THAT ARE FILED WITH THE SEC CAREFULLY AND IN THEIR ENTIRETY PRIOR TO MAKING ANY DECISION WITH RESPECT TO SANDISK CORPORATION’S TENDER OFFER BECAUSE THESE DOCUMENTS CONTAIN IMPORTANT INFORMATION, INCLUDING THE TERMS AND CONDITIONS OF THE OFFER."

    Sentiment: Strong Buy

  • themo23 themo23 Jun 17, 2014 12:34 AM Flag

    Ther is plenty more, just go to the sec dot gov site and search for yourself. I would advise anyone who still has them to hold onto your shares, there is something happening here.

  • Excerpts from the 8-K:

    "The Offer will expire at midnight New York time on the 20th business day following and including the commencement date, unless extended in accordance with the terms of the Merger Agreement and the applicable rules and regulations of the Securities and Exchange Commission (such time, the “Offer Closing”).......... The Offer, if successful, will be followed by a merger (the “Merger”) of Purchaser with and into Fusion-io, with Fusion-io continuing as the surviving corporation and a subsidiary of SanDisk............. The consummation of the Offer is subject to the satisfaction or waiver of certain conditions, including, among others: (i) the valid tender of the number of Shares that would represent at least a majority of the Shares outstanding as of the Offer Closing............The Merger Agreement contains certain termination rights of SanDisk and Fusion-io and provides that, upon the termination of the Merger Agreement under particular circumstances, Fusion-io would be required to pay SanDisk a termination fee equal to $42 million. In addition, either SanDisk or Fusion-io may terminate the Merger Agreement if the Merger is not consummated before October 16, 2014."

    Sentiment: Strong Buy

  • Reply to

    Huge spike in July $12 Call Volume

    by themo23 Jun 16, 2014 12:56 PM
    themo23 themo23 Jun 16, 2014 3:05 PM Flag

    Up to 21,000 in the July 12 Calls now, from open interest of zero coming into today. Wow.

  • Alibaba is absolutely massive. They paid $30.50/sh to acquire an 18.5% stake in YOKU. They acquired the stake via issuing of new shares which diluted existing shareholders by about 1/3 and the argument can be made for this being a catalyst for the drop in share price; however, it is a huge cash infusion and opens up all kinds of new avenues for revenue, especially for YOKU, so I don't buy that argument. Alibaba is aiming for an IPO later this year with sights set on being a bigger IPO than Facebook -- New info announced today on Forbes. YOKU can easily march back to $30 before next earnings on PR alone. If they announce a share buy back as alluded to on the last conference call, then all bets are off.

    Sentiment: Strong Buy

  • Almost 19,000 call volume in July @ 12 strike -- Is this someone selling the calls to collect premium on the buyout news, assuming that the offer goes through at $11.25? Or is this a big boy position betting on a counter offer and/or bidding war?

    Where there's smoke... That's a huge new position in the July Calls, August too.

    Sentiment: Strong Buy

  • Announced after hours today. If this is any indicator of an overall shift in corporate spending in the IT space, it could be a boost for all hardware makers, FIO certainly included.

  • themo23 themo23 Jun 12, 2014 11:16 AM Flag

    The replay of the HP/Wozniak interview is available on HP Discover site and YouTube for anyone interested. It is entitled "Succeeding in a new era of compute with HP Servers. Are you ready?". Woz is on from 6:50 - 19:35.

    Sentiment: Strong Buy

  • themo23 themo23 Jun 9, 2014 5:15 PM Flag

    Silicon Angle will be doing a live blog and broadcast at HP Discover 2014, for anyone interested.

    Fusion-IO and the Woz are up in the morning session of opening day tomorrow.

  • Steve Wozniak will be speaking on opening day at a presentation with an HP SVP at the HP Discover 2014 convention next week (June 10th):

    "Join Fusion-io Chief Scientist Steve Wozniak, and HP Senior Vice President Antonio Neri, on June 10 at 1:00 PM as they discuss the new era of computing with HP servers, providing insight on delivering the right compute, for the right workload, at the right price."

    Fusion-IO also acquired talent from HP earlier last month:

    "May 12, 2014 – Fusion-io (NYSE: FIO) today announced that Michael Mendenhall has joined the company as executive vice president and chief marketing and communications officer. Mendenhall formerly served as senior vice president and global chief marketing officer at Hewlett Packard"

    Fusion-IO's CEO is former HP chief strategy officer, Shane Robison.

    Any thoughts on the deepening relationship between these companies?

  • Reply to

    Jack is asking for a refund from YOKU ....

    by thuyai40 May 12, 2014 12:36 PM
    themo23 themo23 May 13, 2014 9:25 AM Flag

    The shares were not bought on the open market. They were purchased via Youku issuing over 700 million new shares. Every 18 shares is worth one YOKU ADR share, so they dilluted the "YOKU" shareholders by roughly 38 million shares, or 1/3, even though they were bought at a converted price of $30.50 USD. This and the coincidental tightening of content governance are the reasons for the drop.

    Earnings and an explanation of what the company is going to do with the extra $1.2 billion USD are what is going to drive this stock. If they announce that they will be doing a share buy back at these levels it will move back to $30 in a heartbeat. They blew out earnings last quarter, another quarter like that that this will shoot past $30 in a heartbeat. There are too many positives in the mix for Youku for it to be trading at these levels, but you need to wait for the "China cracks down on U.S. content" headlines to die down.

    Sentiment: Strong Buy

  • Reply to

    How many downgrades tommorrow??

    by hflv_spaghetti Apr 23, 2014 8:16 PM
    themo23 themo23 Apr 23, 2014 9:21 PM Flag

    I don't expect any downgrades. They missed EPS estimates by seven tenths of a penny but beat handily on revenue. The issue here may be weak guidance, but what else is new. They still have plenty of cash on hand, which is nice.

    They reported a huge negative accounts receivable number on their cash flow statement which is a bit strange. Whatever that is may have skewed things a bit this quarter. I missed the conference call so I am not sure if they addressed it at all.

    Was hoping for better numbers but I guess I'm in for the long haul, and I'm ok with that.

  • This type of rhetoric, from SNDK earnings call, is particularly compelling for FIO:

    "Revenue from solid-state drives, or SSDs, jumped 61 percent and accounted for 28 percent of revenue in the first quarter, SanDisk said.

    "We anticipate that enterprise SSDs will be our fastest-growing product category in 2014," Chief Executive Sanjay Mehrotra said on a conference call with analysts."

    Sentiment: Strong Buy

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