BroadBand Sports, Inc. (BBND)

All Comments on BBND

  • commenter
    Apr 11 07:08 PM
    Isilon Systems Sours The Taste [view article]
    I still think the future looks positive...........LJK Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on BBND
    Is this a buy or a sell? Reply
  • commenter
    Mar 16 06:55 PM
    My Website
    How Exposed Is Tech to Debt Troubles? [view article]
    But DELL is more of a manufacturing company... therefore most manufacturers have considerable long term debt due to the plant, parts, on-hand inventory for components... But DELL's ratio is higher than it should be! Reply
  • commenter
    Jan 21 04:35 AM
    How Exposed Is Tech to Debt Troubles? [view article]
    Has anyone checked the facts ? Under Yahoo finance key statistics many of the above high debt to equity actually had very nominal debt, nowhere near the levels in the article Reply
  • commenter
    Jan 20 04:10 PM
    How Exposed Is Tech to Debt Troubles? [view article]
    One other comment: v interesting to see Dell with a high debt-to-equity ratio. That will certainly get the value guys to sit up. Reply
  • commenter
    Jan 20 04:10 PM
    How Exposed Is Tech to Debt Troubles? [view article]
    This is interesting, because it's a kind of "reverse value stock" approach -- avoid companies with high cash-per-share. I guess the logic is that if cash accounts for most of the company's earnings, it shows that there isn't much of a real business there other than the cash.

    As if MOT doesn't have enough problems already.
    Reply
  • commenter
    Oct 09 01:45 PM
    My Website
    BigBand Network: No Big Deal [view article]
    While it amazes me that BBND is doing so poorly in a market that is both growing and dynamic, my posting is more focused around your comment regarding executives selling alongside the public offering. It is not uncommon for founders in private transactions to benefit from the sale of the company when it occurs while the employees wait for some period to expire. The logic is that when the liquidity event occurs, the founders have completed the task set for them by their initial investors and therefore its appropriate that the founders get paid. When you consider the many years effort and dedication it took the founding team at BBND to get to where they are today, and the financial sacrifices startup executives make compared to operating company executives, I believe it is very reasonable to allow founders to sell alongside the public offering. They are simply being paid for their historical effort. (think of it as backpay)

    In terms of the IPO, investors invested in both the market and the company, BBND. The market opportunity should be the primary focus of the investor followed by BBND's ability to successfully grown their share of that market. As such, investing because of a single quarter that BBND stated was "outstanding"... is based on incomplete analysis and seems unwise. Of course, the current stock price is representative of the management teams ability to compete in their market, and the market measures this performance in a very dispassionate way.

    Adam
    Reply
  • commenter
    Oct 03 01:24 AM
    BigBand's Revenue Miss is Latest Networking Market Data Point [view article]
    You mentioned that BBND lost 25% in Friday's trade. If only that were the case. I actually was checking the stock Friday morning with plans to sell, unrelated to the downgrading I was unaware of. It fell from over $9.00 to $6.00 overnight! There was no opportunity to sell during "Friday's trading". And the drop represented at least a full 30%. Very disconcerting. I sold Monday and took the loss... Reply
  • commenter
    Oct 01 01:55 PM
    BigBand's Revenue Miss is Latest Networking Market Data Point [view article]
    looks like they goosed the stock prior to the lockout expiration--anyone going to investigate? Reply
  • commenter
    Oct 01 06:28 AM
    Jim Cramer's Mad Money In-Depth Stock Picks, March 29 [view article]
    "Cramer gave an update on IPOs, saying he still likes BBND which he would buy it on any weakness.."

    Does now count as weakness (stock got slaughtered on a huge revenue miss)?
    Reply
  • commenter
    Oct 01 06:25 AM
    BigBand Slapped With Downgrades On "Multitude of Uncertainties" [view article]
    "we believe that the pressure on revenues and profits could *sustain* for a few more quarters..."

    Nice grammar. Further increases my faith in the barn-door analyst who the note...
    Reply
  • commenter
    Oct 01 06:20 AM
    BigBand's Revenue Miss is Latest Networking Market Data Point [view article]
    "Some of these ongoing deployments have required more software customization and integration than originally expected. In other words, the company underestimated the effort and the timeline."

    Companies always try to claim that revenue shortfalls are just a matter of timing. I'd steer clear.
    Reply
  • commenter
    Mar 25 12:13 PM
    Winning Stock Picks for the CNBC Portfolio Challenge [view article]
    CNBC $1M contests is not like normal investing. Reply
  • commenter
    Mar 19 04:22 PM
    Winning Stock Picks for the CNBC Portfolio Challenge [view article]
    Given the restrictive rules for the contest--no shorts, mid-cap or higher worth companies, no funds or ETF's, purchases and sales are valued at the end-of day price only--you're really looking for companies with explosive momentum RIGHT NOW that will carry for some portion of the 10-week period. You might also be looking for low-priced shares with lots of upside as well to amplify the effect. Speculations are obviously what are needed, but only to the upside. I'm amazed at the size of some of the portfolios people have amassed under these rules--some of them must be working those permitted after-hours trades in the wee hours... Reply