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Occam Networks, Inc. (OCNW)

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Comments on OCNW

  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    PWAV has 300M in long term debt to be exact, definitely at least a 'smudge' on the balance sheet I would say, but I will save judgements... More »
    Comment by Wisdom vs. Information
    Sep 16 20:24 pm |
    Rating: 0 -1
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    Understood, we have different approaches and we are trying to accomplish different objectives. I'm looking to pick the very best horse... More »
    Comment by Toad680
    Sep 7 23:13 pm |
    Rating: +2 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    Abe, you need an English lesson, i recommend PWAV heartily b/c they are priced for BK, not b/c they are going BK. furthermore, i... More »
    Comment by Wisdom vs. Information
    Sep 7 22:02 pm |
    Rating: 0 -1
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    gentleman, i am a strictly a trend trader, and i truly appreciate you adding some hard numbers. your numbers look good to me, so let me... More »
    Comment by Wisdom vs. Information
    Sep 7 21:49 pm |
    Rating: 0 -1
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    The author needs to understand the technology and some financial before putting his comments. It seems that he lacks in many... More »
    Comment by Abe Haj
    Sep 7 21:08 pm |
    Rating: 0 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    The above analysis is horrible and an agenda for a designed opininion. The author's previous recommendation (UTSI, PKT, OPTX) is the... More »
    Comment by Abe Haj
    Sep 7 21:03 pm |
    Rating: 0 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    And, for the record, I hold shares of OCNW as well. Big surprise huh? Bottom line is that I too would like to see a better side by... More »
    Comment by Tesla_x
    Sep 7 17:12 pm |
    Rating: 0 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    Gentlemen, If one were to use the above rev by marketshare numbers Toad lists, and then weight the impact to company EPS based on share... More »
    Comment by Tesla_x
    Sep 7 16:40 pm |
    Rating: +1 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    In the interest of fair disclosure, which you have posted on your intial article, I am long Occam (OCNW). My thesis is that the... More »
    Comment by Toad680
    Sep 6 18:42 pm |
    Rating: 0 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    I will throw out a few guestimates. Let’s try to isolate access equipment vendors. Zhone has an estimate out that across all... More »
    Comment by Toad680
    Sep 6 18:31 pm |
    Rating: +1 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    Fair enough. My use of EV is based upon my own experiences and desire to put everything on an apples to apples basis before I start to... More »
    Comment by Toad680
    Sep 6 16:29 pm |
    Rating: 0 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    Might I suggest a table showing Company, Tier 2/3 Marketshare, resulting potential stim participation value as a % of that share, Debt,... More »
    Comment by Tesla_x
    Sep 6 14:33 pm |
    Rating: 0 0
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    toad, thank you. my experience on micro and small caps is that if things go wrong, all that cash will get blown, and if things go right,... More »
    Comment by Wisdom vs. Information
    Sep 6 14:11 pm |
    Rating: 0 -1
  • How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks? [View article]
    Insead of looking at price to sales, have you considered EV/sales? Some companies are cash rich, while others are heavily leveraged. ... More »
    Comment by Toad680
    Sep 6 12:34 pm |
    Rating: 0 0
  • Why Occam Networks' Earnings Will Continue to Surpass Expectations [View article]
    Any update on the amount and timing of stimulus dollars now that there seems to be a little more information out there? Does it alter... More »
    Comment by Toad680
    Jul 16 20:28 pm |
    Rating: 0 0