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tsd456

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  • Resonant - Thoughts After ROTH Conference [View article]
    The author publishes a short attack SA article full of mistakes, then attacks the credibility of other bullish SA articles?

    The claim that ISN is "worthless" and has zero competitive advantage is laughable. The claim is a hype from retail shorts, just like the hypes the author quoted above from some retail longs. This author made the claim, so what does that say about his/her credibility?

    RESN is a micro-cap with very high volatility. Any short term big swing is not proof that longs or shorts are right. People need to trade accordingly.
    Just like longs who lost big money in a down swing, the shorts can lose big money in a up swing.
    Mar 12, 2015. 08:56 AM | 4 Likes Like |Link to Comment
  • Resonant - Thoughts After ROTH Conference [View article]
    Potential customers make rational decisions. If there is a superior technology which can lower cost significantly in a competitive market, potential customers will take it.

    The process takes time and there are risks. But there are also big values.

    Saying the technology is worthless and trashing the company only shows the ignorance of the bashers.
    Mar 11, 2015. 10:15 PM | 1 Like Like |Link to Comment
  • Resonant - Thoughts After ROTH Conference [View article]
    CEO Terry's "no expertise" comment meant that RESN does not want to own and run a fab. Owning and running fab requires total different expertise.

    Apparently the author has no experience in IC design whatsoever. Design engineers knows a lot about manufacture process. Design engineers work closely with process engineers in the fab.

    The author should be ashamed about his/her own lack of knowledge instead of "lol".
    Mar 11, 2015. 10:10 PM | 2 Likes Like |Link to Comment
  • Resonant - Thoughts After ROTH Conference [View article]
    John Major (Board Director of RESN) is a board director of Broadcom (one of the best IC design firms). He was CTO of Motorola. I am sure John won't risk his reputation if RESN' ISN is "worthless" as the author claims.
    Mar 11, 2015. 01:29 PM | 1 Like Like |Link to Comment
  • Resonant - Thoughts After ROTH Conference [View article]
    The author's views are questionable:

    1. It is possible SWKS does not take the first design. However, it is not clear how SWKS came up with the spec or what spec items RESN did not meet. The value of RESN is not decided by whether its first design is adopted (surely it is a big plus if the design is adopted). The value of RESN is decided by whether ISN technology is viable and advanced. The fact that SWKS still works closely with RESN and the fact that RESN gets the second customer are proofs that RESN's technology is advanced and viable.

    2. The author clearly distorted the words Terry said. Terry said ISN is a new design methodology for RF filters. ISN does not use ladder structure. So ISN is innovative. Maybe the author does not know what a ladder is...

    3. It is true the presentation shows "BAW/TC-SAW". However, Terry said in the conference that the design is for "BAW only band".

    4. Not changing the manufacture process is a plus. It is well known that some IC design companies can design superior IC-chips using a foundry process (the same process for everybody else). That is why there is huge design house like Broadcom. If RESN designs superior RF filters with a different structure from ladder using the same manufacture process, RESN is very valuable.

    5. It is typical to deploy 5-10 engineers on one IC design project. What is wrong for RESN to have its hands full with existing customers? It clearly shows that the author has no semiconductor industry experience.

    6. Another distortion by the author. Terry said that they have no expertise in changing the materials used in manufacturing. RESN has huge expertise in their innovative design technology.

    In conclusion, it shows the author has no industry experience and distorts what Terry said to drive down stock price for his/her short position.
    Mar 11, 2015. 01:23 PM | 3 Likes Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    <So, Steven answered your questions, and all you say is that you disagree. Why? >
    So Steven answered some simple questions. Here are a little more tricky ones:
    - Currently how many D&T partners need to sign off on an audit report for a public Chinese company?
    - Large inventory build by NationSky in 2013Q4 was for which customers?
    Jun 16, 2014. 12:43 AM | 1 Like Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    <When asked the US side said they don't own the company which makes them and were only using them for promotional efforts. But the China side said something about investing in the Imotion company because they were planning to build some sort of mobile controlled robots in the future. >

    Actually both sides are right. The business has many different purposes and plans. So?
    Jun 14, 2014. 01:29 AM | 1 Like Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    Steven,

    What is wrong with a little fun marketing?
    Jun 14, 2014. 01:27 AM | 1 Like Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    <@tsd...you realize the irony in your comments right? "The stock price will always look forward." Lol! After NQ is down 65%. Great logic.>
    There is risk. And there is reward. What do you expect from a high beta Chinese stock under heavy short attack? But again there are also catalysts and fundamental value.

    < "If the stock price is still low after a clean 20F, I will buy more". Right after "The stock price will always look forward." Thank you for the entertainment! >
    Glad to know you enjoyed it.
    Jun 14, 2014. 01:24 AM | 1 Like Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    Steven,

    This is why I said I believe you know a lot more about the company than most SA authors who short the company. I know you would be the guy to answer those questions. But again those are just simple DD questions. Anybody who do not know the answers should have an idea about their level of "research".

    I never do investment just on my "belief" or my personal feeling about a CEO by reading a few old news pieces.

    There are a lot of he-said/she-said here and there about NQ. I am sure you have your sources. I heard the same negative things you heard from some sources but I also heard total different stories from other sources. Then I realize the people who told me negative things actually do not know that much and have good reasons to be biased.

    We will just have to wait and see.
    Jun 14, 2014. 01:16 AM | 1 Like Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    Steven,

    Although I do not agree with you, I believe you know a lot more about the company than most SA authors who short NQ.
    Jun 13, 2014. 04:53 PM | Likes Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    So Steven, why all the old news?
    BTW, I know their segways are selling well with high growth rate. You should try it some day.
    Jun 13, 2014. 04:49 PM | 2 Likes Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    <What clean 20-F? >
    Cy, you said- "As I have said ad nauseum, even if the 20-F comes back clean, I do not believe in NQ's fundamentals at all, and think its "platform" strategy is hogwash. "
    Jun 13, 2014. 04:39 PM | 2 Likes Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    Cy, we get it too. You hate NQ. It is a fraud to you and your buddies here even with a clean 20F.

    You just get lucky recently on a high beta Chinese stock with a lot of short interest. It has nothing to do with the quality of your "research".

    I am not in this stock to battle with you. I am in it because I make a lot of money with properly structured trades based on my DD on the company and the catalysts.

    You know the level of your research when you answer the following simple DD questions:
    1. which anti-virus company just signed a partnership deal with NQ?
    2. which movie ads were shown on NQ-Live in China? How long was the average view time? What were the conversion rate?
    3. Which new game is FL going to launch? Who competed for the game title rights? Why FL won?
    4. Who are NatoinSky's competitors? their size and growth rate?
    Jun 13, 2014. 04:28 PM | 4 Likes Like |Link to Comment
  • NQ Mobile Jumps The Shark [View article]
    <NQ bears all of the risk because those investors can force NQ to buy them back at cost or a profit. >

    That is a "huge risk", or not?

    <Yet the investors now get all the upside on those shares they now own.>

    Yes. That is the point of an investment.

    <NQ... but now gets less than 100% of the upside.>

    Yes. Again, that is the point of an investment.

    Cash has no value? No good uses of cash?
    I would say cash is always king, especially in a highly competitive fast-growing industry.
    Jun 13, 2014. 03:35 PM | 2 Likes Like |Link to Comment
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