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Stan Piland  

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  • Stan Piland
    $VIAV = Coiled Spring. Stock will follow CIEN and FNSR within next few weeks on 4Q telecom budget flush. Island reversal needs to break $16
    9/17/13
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      • Stan Piland
        Think I'm going to like $NTAP's new dividend and $3 bil buyback. Buying back a quarter of shares o/s in the next 3 years! Target: mid $40s
        5/21/13
        Reply (1)
        • Chris DeMuth Jr.: Yes, this looks to be a solid plan. $NTAP owners have been busy working to encourage this plan and it looks as if we're getting what we want
          5/21/13
          • Stan Piland
            Just listened to two MU back-to-back conference presentations. I love oligopolies; gonna be just like STX and WDC over the next year.
            5/14/13
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              • Stan Piland
                Anyone watching NTAP?...Coiled spring could rally 25-30% if they initiate a dividend when they report next week.
                5/14/13
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                  • Stan Piland
                    Huge number for FIO Their revenue growth was almost as fast as industry leader OCZ...
                    8/9/12
                    Reply (9)
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                    • stocktrend: Right and the takeover spec. Still there, I know is getting cold but you never know maybe theCFO is retiring for the reason that Co. Selling
                      8/10/12
                    • yi3o8: http://bit.ly/PayafZ Recent review - still dropping prices
                      8/14/12
                      • Stan Piland
                        Lost the MU SSD Webcast; now cannot access their website at all. Anyone else have this problem?
                        8/8/12
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                          • Stan Piland
                            More on China's rare earth elements production thresholds: http://bit.ly/NEFWd9 ... bullish for MCPIQ
                            8/8/12
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                              • Stan Piland
                                Xinhua reported China set new minimum production for rare earth elements producers; could lead to a 20% output cut. Has to be good for MCPIQ.
                                8/7/12
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                                  • Stan Piland
                                    Looks like the short squeeze is finally brewing in OCZ. MSFT Azure news last week is very bullish. Bet it clears 7.50 by Friday expiration.
                                    6/11/12
                                    Reply (1)
                                    • Ashraf Eassa: :-)
                                      6/11/12
                                      • Stan Piland
                                        Like FNSR into earnings tonite; CIEN analyst day today is also a catalyst for optical networking stocks.
                                        6/11/12
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                                          • Stan Piland
                                            OCZ down 10% since they priced an offering and Credit Suisse still hasn't initiated coverage. OCZ is fine; doesn't say much for CS though.
                                            3/20/12
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                                              • Stan Piland
                                                FIO gross margin pressur does not justify 9X EV/Revs valuation...worth around $20 max. OCZ trades at 0.8X EV revs and their margins went up
                                                1/24/12
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                                                  • Stan Piland
                                                    FastMoney ?? FIO's recent weakness; FIO's problem is that OCZ has better products at a lower price, so faster growth...Sorry Woz, you lose!
                                                    12/9/11
                                                    Reply (3)
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                                                    • Stan Piland: OCZ had to double capacity to meet their orders; still need to expand. Look at the client list...they are executing and stock is still cheap
                                                      12/9/11
                                                    • 0ZJ: Missing the point as usual.
                                                      12/9/11
                                                      • Stan Piland
                                                        What's up with MITK ? Is FISV finally going to buy them? Stock is worth so much more, anyone who buys them out now gets a bargain.
                                                        12/7/11
                                                        Reply (2)
                                                        • HJStebbins: i think GOOG is a better suitor
                                                          12/8/11
                                                        • HJStebbins: BUT yes dont see them doing this alone by this time next year...GOOG has acquired 1 company a week so far this year
                                                          12/9/11
                                                          • Stan Piland
                                                            OCZ pulled back to perfect buy point technically. Valuation is 0.7X Ev/Rev vs 12X for FIO. OCZ has faster growth + better products. TP=$27
                                                            11/16/11
                                                            Reply (3)
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                                                            • 0ZJ: I like OCZ and have been trading it heavily but the daily sell-offs are aggravating and they have a long way to go to fully transform...
                                                              11/16/11
                                                            • 0ZJ: ...into an real enterprise SSD player from a maker of second-rate PCRFY.OB components.
                                                              11/16/11
                                                              • Stan Piland
                                                                MITK finally announced earnings date will be Mon Nov 14 AMC-OLD...should be a significant catalyst to the upside.
                                                                11/8/11
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                                                                  • Stan Piland
                                                                    Another beat-and-raise from MLNX; excellent quarter!
                                                                    10/26/11
                                                                    Reply (3)
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                                                                    • talbano: plus with Oracle owning a decent chunk, I feel like there is a put on the stock.
                                                                      10/26/11
                                                                    • Hillbilly Stock Star: Isn't it time for Oracle to raise divy?
                                                                      10/26/11
                                                                      • Stan Piland
                                                                        After a long summer, OCZ is finally getting its mojo! Stock should trade at 2XC12 ev/revs or 18-20 bucks if it doesn't get acquired first.
                                                                        10/26/11
                                                                        Reply (1)
                                                                        • Inzaghi009: wow.. it's really going up.. worth a look
                                                                          10/26/11
                                                                          • Stan Piland
                                                                            Est 40-50% hard drive supply shortages due to Thailand floods...huge benefit to SSD maker OCZ!!
                                                                            10/20/11
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                                                                              • Stan Piland
                                                                                Bot FIO 35-25 Put Spread against a lmassive OCZ long position. FIO's valuation is ridiculous, and their products aren't as good.
                                                                                6/28/11
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