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Esekla

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  • Dow Chemical CEO says he's been talking with Loeb [View news story]
    I agree, this is one case where the whole is greater than the sum of the parts. In fact, it's a shame they need to sell off so much of the company in order to make numbers. Taking out so much debt in a failed attempt to buy back stock and redeem convertible bonds is going to be a drag for a long, long time now.
    Apr 23 06:13 PM | Likes Like |Link to Comment
  • Valuing Universal Display Corp. Earnings [View article]
    I don't follow CREE very closely, and I update articles as material events occur. I continue to think that OLED is now the best opportunity of the stocks I follow, with the GS5 being reviewed by DisplayMate as the "best performing Smartphone display that we have ever tested." UDC reports after the bell on May 8.
    Apr 23 04:09 PM | Likes Like |Link to Comment
  • Cisco And Heartbleed, A Class Action Lawsuit In The Making [View article]
    Well, zmart, including routers, switches, etc. as "servers" is a very unconventional definition. Furthermore, since they're not endpoints, any SSL traffic flowing through them would not be subject to snooping or, attack of any sort, other than man-in-the-middle, unless the origin had also been compromised. Methinks this conversation is no longer serving any informative purpose.
    Apr 23 12:16 PM | Likes Like |Link to Comment
  • Dow Chemical beats by $0.08, misses on revenue [View news story]
    The revenue miss is very problematic. Dow took out a lot of debt for massive buybacks, hoping to push the stock price over $53 by April 1 in order to redeem convertibles that pay over 8%. Now that the company has failed in that, it's debt load becomes much worse going forward. There was an SA article by someone else on it a while back.
    Apr 23 08:56 AM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    The answer is right in this article, first paragraph of the "Clearer Vision for Investors, Too" section. As of the beginning of this month ACT had about $10M in funds available from existing sources. Even if they pay out cash instead of shares, that gives them somewhere between 1 and 2 quarters of operation before turning to some new form of financing.
    Apr 22 10:15 PM | Likes Like |Link to Comment
  • Advanced Cell defaults on debt [View news story]
    I've commented on the event in my article. It's too bad that SA discourages linking to that directly. Much of the commentary here is misinformation.
    Apr 22 12:45 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    Convertible bond holders claim Advanced Cell has failed to deliver shares as required by a conversion event:

    http://1.usa.gov/1mxntph

    AFAICT, this is NOT a prelude to bankruptcy. It means $1.2M can be delivered instead of ACTC shares. As per the 10-K, the company has that readily available, and delivering the cash may actually be preferable in the event of publishing/partnering/... That's not say any of those things are sure to happen, it's simply saying that this is a question mark rather than a black mark.
    Apr 22 12:44 PM | Likes Like |Link to Comment
  • Cisco And Heartbleed, A Class Action Lawsuit In The Making [View article]
    Zmart,
    What you're overlooking is that servers got patched immediately, yet somehow Cisco still hasn't even fully gotten their heads around which devices are and are not affected.
    Apr 21 06:02 PM | Likes Like |Link to Comment
  • Cisco And Heartbleed, A Class Action Lawsuit In The Making [View article]
    If by under control you mean that one week on they're still investigating and the # of devices that are confirmed to have the vulnerability keeps growing (from 16 to 56 as of this writing), then you're correct. Unfortunately PR does not fix security.
    Apr 18 06:00 PM | Likes Like |Link to Comment
  • Cisco And Heartbleed, A Class Action Lawsuit In The Making [View article]
    No, you've got it wrong. SSL is end-to-end encryption; snooping traffic in between won't help. You can only get the private key by having access to the source. What makes this vulnerability so dire is that it can easily be used to reveal memory on an any machine running OpenSSL, which might reveal private keys, amongst other things. Source computers should already be updated, though, unlike the still growing number of affected Cisco devices (56 at last count).
    Apr 18 05:58 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    They've said the plan is to publish, and I expect they've said that because they think the data they've collected so far merits publishing. There are multiple sites, and trials for AMD and SMD. I think all patients in both studies will be at least treated before they publish.
    Apr 18 05:45 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    There are more patients to be treated, as has been discussed here many times.
    Apr 18 04:38 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    My closest contact works in compliance, and the FDA is a bureaucracy. Delays are routine and not something they care about. There's a reason that cutting edge treatments are typically available outside the states first. The FDA is that reason.

    Also, again, the trial is NOT complete.
    Apr 18 05:57 AM | Likes Like |Link to Comment
  • Cisco And Heartbleed, A Class Action Lawsuit In The Making [View article]
    Your comments will have a lot more credibility if you show specific inaccuracies. If there's a specific claim related to security that you think I'm wrong about, point it out. I'm fully prepared to show my knowledge in that field.
    Apr 18 05:52 AM | Likes Like |Link to Comment
  • Cisco And Heartbleed, A Class Action Lawsuit In The Making [View article]
    You certainly can have a field day with whatever traffic is unencrypted, and that will give lots of opportunity for social engineering. That's work, though. These days more and more traffic is encrypted.and that means man-in-the-middle would have to be implemented to gain anything other than the sites that are being used (which is still potentially useful).
    Apr 18 05:50 AM | Likes Like |Link to Comment
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