Awesome work again! Hey if I remember right "cans" weren't on your last list is that correct?? So, these are new from your last research trip?
Hey Value....and all the other more experienced people on the board. If Schwab has an investment in DMRC(hypothetical) would that give them incentive to increase the borrow rate? And does this happen ever?
What had happened....... Stuff like this is making me such a cynic about the market. What changes in a week I wonder? Unless he heard something. I'd be fine with that instead of a called in favor from a short who's ship is sinking. Plus.....we are expecting the end of the month traditionally down period. Why suddenly change it? You would think he would be fine with sell rating for another week? Hopefully he heard something good.
I haven't been checking the board much or falling ttwo as closely, so I was curious what they had coming in their pipeline. I'm assuming mafia 3 is a big one and they will follow up that by the end of the year starting to get an idea of when RDR next will be coming out. Is that pretty much what you guys following it have? I know wwe and nba2k are out now. I just bought them both pretty cheap from best buy today. Any other games though?
Thomas you speak the truth. I fully expect another attack and my guns are waiting to pull the trigger if the price gets pulled down. If it goes down i get a sale if it doesn't I have a good amount of shares and expect a break out. Either way is a win......unless you are short a big amount of shares and have no way of getting out of the trade.
One has to wonder .....is the short finally saying boy....is the juice worth the squeeze? I mean even if they could take the price lower what's the gain with institutional buyers coming in? I would expect maybe they take a stab at the end of the month?? What are they thinking?
Also.....the street put out a piece saying this thing could breakout.....does that mean Cramer doesn't even read his people's own stuff??LOL
I don't think it's a competitor.....and I don't think the public would be ok with their tech. It's too much listening for the public who wants stuff to be private. IMO
I'm with you slee....maybe the shorts are starting to cover some. January is coming! Not much time for them any more.
I think desperate nails it. But....what will the desperate do?? I would also caution another bear raid type hit. Here's why, it would be like pointing a big neon light arrow pointing to 2 bear raids and a hit piece.... by mob owners! The SEC has a #$%$ load of things to keep track of and hard to prove most of it. But.....if you add all of these and it screams manipulation. To me they are walking a fine line. I think the mob owners really attracts attention(FBI & SEC).......but I have a dollar bet that after all of this they end up poor and in jail......why wants my action?lol
Has Bruce said anything about a time frame of the pricing of (I think it was $350 per sku), before they would increase the price per sku? I think this is pretty cheap. My guess is they are wanting to get a couple of the majors before they up the price. Just curious if he had said anything or what anyone on the board thought?
Bryon......Was it said on CNBC that DMRC tech will be used for the BABA products or are you just assuming that DMRC tech will eventually have to be used? Didn't quite understand from reading it. Thanks. It would definitely be a big score if we could get BABA or AMAZON to adopt. Heck I'd take either of those two over walmart to be honest.
It will be interesting when they decide it's time to throw in the towel? At what point to they realize....every time we knock it down they keep buying more. It's shocking they didn't cover on the last attack to knock it down? I don't know what else you would be waiting for?
"so it'll be interesting to see if datalogic continues to embrace Dmrc".......wouldn't it make sense that they are trumpeting DMRC? I mean if you are trying to get a retailer to update to sell new scanners I'd be playing up the new barcode system like crazy!! Hey you don't have to upgrade.....BUT with these new barcodes coming I wouldn't want to not be able to read them......Imagine the profits you would lose? So do you want to order the old scanner ......OR the new scanner that can read this new tech?? Datalogic sales people should be thanking DMRC for making their job so easy! I bet they can attribute much of their bonus money and commission to DMRC. And DMRC salesman will be doing the reverse next year when all the updated scanners are in place and selling the new barcodes are much easier to sell. Deja vu all over again!!
With the scanner companies flying high, would it stand to reason in a year from now.....dmrc does exactly what the scanner companies are doing right now? Just a year difference and the orders fly in to put the scanners to use. Also, shorts you have one week less to cover. January is 2 months away and getting closer by the minute. We now have another big holder.......tick tock.....sooner or later the bomb goes off do you really want to be short when it goes off?