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turbineflyer2000 12 posts  |  Last Activity: Feb 3, 2016 5:45 PM Member since: Dec 30, 2004
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  • Reply to

    New article on seeking alpha includes Silc

    by johnberchick Feb 3, 2016 8:37 AM
    turbineflyer2000 turbineflyer2000 Feb 3, 2016 5:45 PM Flag

    First: no one is blaming anything on algo traders...but understanding algo trading is becoming key to successful investing and maximizing price points.

    Second: You have found your way onto ignore....now that may be the algo traders fault.

  • Reply to

    Best Short on Wall Street

    by davidgolioth10 Feb 2, 2016 12:32 PM
    turbineflyer2000 turbineflyer2000 Feb 3, 2016 5:42 PM Flag

    turb is approaching the age where chicken wings aren't so agreeable...inin however has all the potential of the wings, with special sauce now included as well!

    Turb has spent the time to search patents issued...it looks good!

  • Reply to

    Best Short on Wall Street

    by davidgolioth10 Feb 2, 2016 12:32 PM
    turbineflyer2000 turbineflyer2000 Feb 2, 2016 12:56 PM Flag

    Turb often wonders if folks bother to read their posts prior to posting. You do realize this CC was a sales pitch right? And not just a sales pitch to potential customers. Announcing a "game changing" technology is now in full force on a CC puts inin in play. If customer signups prove it out in the next 18 months, then the launch pad is now, not lower than now.

  • Reply to

    Lay offs..

    by mebob0 Jan 27, 2016 8:58 PM
    turbineflyer2000 turbineflyer2000 Feb 2, 2016 11:56 AM Flag

    I have never heard of developers coming out of R@D budget before. That is something valuable enough to have learned for other analysis that is was worth the listen....and It wasn't really a CC, it was more of a lighting the fuse meeting.

  • Reply to

    Today we learned

    by turbineflyer2000 Jan 28, 2016 5:54 PM
    turbineflyer2000 turbineflyer2000 Jan 29, 2016 11:06 AM Flag

    So lok will be getting about a 1.50 divi then! Sweet

  • turbineflyer2000 by turbineflyer2000 Jan 28, 2016 5:54 PM Flag

    SILC is not tied to the price of oil! One concern eliminated

  • Reply to

    I am very positive on SILC

    by long_not_short_13 Jan 27, 2016 10:54 AM
    turbineflyer2000 turbineflyer2000 Jan 27, 2016 3:20 PM Flag

    lokeren: Please stop confusing folks with facts!

    Additionally: the entire stock market is not behaving according to any normalized metrics like earnings, profits...why would one expect a micro-cap to continue to be valued on any normalized metrics? If as previous "posters" claim this is a replay of 2 years ago, then record earnings in the "bad" Q's coming up will cement the new level mgt spoke of. That alone will be the telling story for direction of pps.

    A certain aspect of the CC led turb to read between the lines and begin to assume another acquisition is near. IF this is a recurring revenue acquisition in the cloud space that turb is now anticipating, the P/E ratio will get revised upward. Fingers crossed!

  • Reply to

    frustrating

    by long_not_short_13 Jan 5, 2016 11:52 AM
    turbineflyer2000 turbineflyer2000 Jan 7, 2016 4:34 PM Flag

    They rarely miss estimates over the long term (2 to 5 years) They missed this Q estimate by 25%, but to the supposed good side after they guided down from this guess 2 years ago? I have seen more underpromise and over deliver here than any other company I have ever invested in. They are overly conservative. There is no way to predict Q to Q in the current market as it is in land grab mode. The recurring revenue streams are starting to come online but may never materialize to long term recurring revenues. That is what causes the volatitlity...a change on that front is what one should be looking for and waiting for. Autonomus cars is another segment that may require certain silc products...cars will become rolling servers in the future.

  • Reply to

    Sales pre-release theory

    by schneider356 Jan 5, 2016 5:49 PM
    turbineflyer2000 turbineflyer2000 Jan 6, 2016 2:47 PM Flag

    This Q is still in the originally revised down Q's due to "missing" an upgrade cycle. Perhaps they missed that upgrade cycle to ensure they were ready for the big cycle. The pre-announcement apparently cancels the previous downward revision, due to 100G demand picking up alot earlier than mgt forsaw 3 Q's ago. This frees up the CC to discuss Next Q's upward revision and the full year upward revision.

    Just turbs guess: educated guess that is.

    On a side bar: Since this is the very first time turb can remember a pre-release by this compnay (turb been in since below a buck)...it would also appear they have a new guidance counselor for such matters. Turb pondering why a new guidance conselor? Some of the other developments (delisting, last acquisition) also point to more transparency. Could it be the same guidance conselor? That is the big question, and no one will ask it on the call.

  • Reply to

    Last time 25.5 rev

    by mikthorne Jan 4, 2016 11:19 AM
    turbineflyer2000 turbineflyer2000 Jan 4, 2016 11:51 AM Flag

    That would be a good bet MIK! The 100 gig is not a discretionary upgrade for the competitive front of those using it. The others were optional and so the growth bet is sound. Lumpy? maybe But customer delayed will no longer be a reason. If you remember an earlier post of mine, the future is bright...how bright determines the length!

  • turbineflyer2000 turbineflyer2000 Dec 31, 2015 11:16 AM Flag

    Hapi: Why on earth would you remove the doubt about the recent pps action? Isn't it much better to read how someone knew something and the like?

  • Reply to

    the reason for the drop in silc price

    by nuselrami Dec 15, 2015 9:39 AM
    turbineflyer2000 turbineflyer2000 Dec 16, 2015 4:20 PM Flag

    Timing the delisting = when are incentive share prices calculated? Combined with a known increase in demand is best case scenario for all involved.