google "NetApp: Change Is Hard, Says Cantor; Wrong Product, Says Summit"
'The piece apparently quotes two banking industry sources stating that the company has been getting “little or no strategic interest from potential suitors,” though it’s not clear whether NetApp had actively solicited such.'
This is not the first time somebody said Clustered ONTAP is a tough sell. Others have said eg. not needed for mid-tier, or forklift upgrade discourages adoption ...........
What kills me on this stock - the huge amt of insider leaks drastically decreases risk-reward ratio.
not asking for a lily clean game, dirty pool always exists. But with this kind of insider leaks going on, this much disadvantage, hard to 'invest' either short or medium term. And long term, we are all 6 feet under.
Out of here.
down another 2% this morning, and this is after yesterday's dog and pony investment show ..... no doubt some buy-out talks fell through.
Just one talk fell through or no interests out there at all? having to stand on its own technical merits = very tall order, will take 1 yr to fix anything technical. And that is even allowing for them picking a right new direction.
own 4% today on no news? Or on news that only insiders know about?
The next CEO needs to clean up this mess.
agree with your view on ER tomorrow. Won't know how win 10 will do till well into Sept, after back to school. And even trying to infer that from dram spot price will take us into mid-Aug.
Suspect ER tomorrow will be a non-event.
The Street - Micron Earnings Preview -- Buy the Stock, Ignore the Noise
So for relatively small risk, investors can own a deeply discounted stock that is projected to grow long-term earnings at a mid to high double-digit rate. Not to mention, at some point, the DRAM market, which has consolidated to just three key vendors, will stabilize. And when that happens, Micron, as the world's second-largest DRAM vendor, should command a $30 stock price, suggesting 20% gains from current levels
guess people are betting on movement in the company now?
I suspect the win 10 refresh will be better than a lot of people imagined - from the win 7 and win xp guys who wanted to upgrade but refused the bs of learning a totally bs win 8 interface and use it only for a couple of months.
Count me as one of those - looking at replacing my aging 4+ yr old 17 laptop for home use but see zero reason why I should myself through the pains of leaning a bs win 8 interface just for a couple of months. I'll am waiting for win 10 and new back-to-school Skylake models.
Your post should have read "So have Production Costs Increasing Margin ??" instead of "So have Production Costs Increasing Margin !!"
and that's the long and short of it, did they move ahead in engineering? If yes, stock moves up. If not, stock moves down.
no need to talk loud like a Tsipras - just go short it.
up on good volume on a slightly down market this morning, went the other way yesterday on a big GS downgrade ....
some people make things happen, some people watch things happen, some people wonder what happened.....
content consumption is going exponential finally, but there will always be need for pc grunts to create the content to be consumed, ala, there will always be a need for big rigs stuffed with drams.
not exactly. Sooner or later they have to make some right calls to establish credibility, ala double bluff.
Downgrade at the bottom = they want to buy
Upgrade at the bottom = to establish credibility
Downgrade at the top = they are selling
Upgrade at the top = to establish credibility.
ok, who sold shares to me this morning at $24.20? My dear Mr. Turtle, was that you? Much tks Mr. Turtle, you ARE a nice guy in spite of how people tease you for your name.