Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
That depends on the developers. It may or may not run as well as naive apps of course. However one of the main reasons why the prior OS which was 7 didn't gain traction is due to it being difficult to develop for. You would think that RIMM has listened to their developers and understood of their missteps.
Why do you feel that this is too late? Didn't people cast doubt that Samsung could even be mentioned in the same name as Apple? Look at how the tide has turned. There are still those within the RIMM ecosystem that would be interested to not just upgrade their device, have a device which allows them to have a personal and enterprise side usage on one device. Can Apple do that?
I'll give you another perspective. RIMM had gain very little traction in its naive apps on its Playbook. Well, then they had gain a wider ecosystem once they were able to port some of the Android apps to its ecosystem. This is a new OS. Have you seen Apple? Going from iOS5 to 6 and hearing nothing but complains either from the lack of battery life to the lack of Google Maps. The carriers have already stood by RIMM to have an alternative product to Apple and Google. What's not to like?
Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
BB10 offered over 15,000 through its developer program contest after the first day. And don't forget the tie into the android platform. So your numbers are a bit off.
In the article below BB10 will run third-party apps such as Android. So your arguement with the limited apps just went through the windows, or in this case got APPled.
I also have another question regarding your "touts". Is there a reason why the NIA has sold out when its touting this company and the sector into 2015? Doesn't that seem a bit dishonest when your "organization" touts the stock when you want it to go up, however when you have sold barely a pep besides the reduced disclosure share count.
And what sort of connection do you have with the CEO Phony Chen. For an unlicensed individual you seem to be recommending buying of an investment and selling reports proclaiming ... etc... and etc... What sort of an organization does that?
Put a cork in it. The photo that you took with Phony Chen is a joke. What happened to the numerous photos from Digital London 2012 that were suppose to be available?
I hope you bring you are allowed to bring some string along with your soap with the bull that you constantly post. If a company had its merits you wouldn't have to "tout" it almost everyday.
It shouldn't be that difficult for the SEC to see since Lebed already has had a prior settlement. Old dogs can't learn new tricks. The lack of ethics involved in this.
XDSL.OB had used to be Lebed top pick for a number of years. It is currently trading at 0.00. Lebed touts only stocks that he has a financial interest in. The endless ramblings from this high school dropout has presented itself with the non stop tout of Broadvision. A company that had revenue decrease from $400+ million in 2000 to its current annual revenue of $17 million.
Zynga IPO: A Bright Future Of Fun And Games For Investors [View article]
Zynga may continue to grow however how would you justify their valuations? Or even their weak product offering? Have you seen their product offerings compared to that of a powerhouse such as EA?
And do you still see this continued growth amid potentially weak consumer spending due to higher energy prices? Who's gonna want to spend money on a virtual home when people have real bills to pay. I'm saying that because of how weak the % of paid users are.
Without continued capital and R&D Zynga will face tremendous challenges ahead. And what's to say that another company such as Rovio (the makers of Angry Bird) wouldn't capture sales away from Zynga? Rovio is coming out with another new game of Angry Birds next month.
It might be better to hold off on a short with Broadvision. Till Lebed and NIA stop with their mass e-mails and the 2012 version of net mania subsides it will take a giant thud to wreck this horse.
You can't fight the tape sometimes even if you can do complete analysis top to bottom. I still can't justify over $125+ million market cap for a company that has ONE growing product that is currently LOSING money. The lack of R&D for the past couple of years is going to hurt this company going forward. The track record hasn't been great for the past ten years. They clearly missed their market. And no I don't think they will be like Apple and reinvent themselves and substain it. Clearly when this mania ends and the hype by Lebed this will find the mean again.
What they need is revenue. Giving away their product only works for so long. They continue to burn cash and had the nerve to call themselves a "start-up" during the conference call.
This company has been in the business over eighteen years, rode the dot com e-commerce wave, and came back to reality with a thud. Management has also stated that they are not looking for profitablity near term, rather to gain more users to compete against the Jive's of the market.
You mentioned Chatter. SalesForce has seen tremendous growth through its history, and still continues to see continued rapid growth. However Chatter has not gain much in terms of market share. The reason why I say that I attended one of the Dreamforce events, and hardly anyone internally, and other attendees had a Chatter account. And if they did, they weren't heavy users of them. Some of the tech geeks did use Chatter, however this is more of a side pet project than something that generates a lot of buzz or users for them. If any of these competitors chose to spend more on its R&D to combat Broadvision, Broadvision would be in serious trouble. As Mark has pointed out Broadvision cost cutting over the past few years to clean up its balance sheet and to stay afloat has really hurt its ability to compete against the new economy companies. Companies which have shifted away from legacy platforms such as Broadvision's K2 and QuickSilver.
The discussion about market cap is a joke. Would you rather own something "cheap" such as Broadvision in the hundred millions but has not made a profit in a while, has negative ROE, and negative cash flow, or an Apple for example which continues to blow through estimates at its "lofty" valuation of billions. All this is subjective but I hope you get my point. There is a number of factors why Broadvision has its current valuation.
Broadvision still has a lot of issues besides having only one potential product that may produce net profit. At this point Broadvision has not produced any game changing product. Let alone the Lebed hype that this is a game changer for the enterprise. There are numerous platforms in the sector besides Jive, SalesForce Chatter among its competitors. Competitors with more CASH, and more MARKET SHARE.
These are issues that Broadvision can not resolve overnight. If they did then the analysts would come out of the wood work to support this stock that has been left for dead for the past decade with minimal volume.
One aspect of Broadvision that may haunt it is that it is associated with Lebed, and the NIA and have NOT come out and explained its unusual trading performance of late. If a company were to stand by its ethics they would clear themselves of these pump and dump schemes. IF shareholders were to lose money due to a significant crash in shares, then there is the potential for class action suits regarding its equities. It has happened before in Broadvision's past where they had under performed and the Execs sold stock and resulted in heavy loss in shares.
If the market finally realizes the game then profits, and cash flow will matter besides as mentioned the 8x sales.
New Data Poised to Boost Aastrom Biosciences [View article]
I agree about the just when not to follow his suggestions.
However what is the track record of this company? Has this had one single product brought to market already? It really is a crapshoot to place a bet on any company especially on a biotech company that may take ten years to develop a drug, with no guarantee that it will pass the FDA's standards.
Then you have to take into account a number of variables including if generics will enter the market and eat these biotech company's lunch.
For every DNDN there are thousands of these failed biotech companies. I agree for everyone to do their DD but I'm sure a lot of bagholders (One which I'm not) are a bit dissatisfied at this moment.
New Data Poised to Boost Aastrom Biosciences [View article]
Without a history of results this stock got its hype deflated by the market. Amid a rally in the general market this lost over a third of its value.
I'm really not sure why this blogger would have this many followers when his recommendations are so far off. The paint is on the wall. Too bad most bagholders were left to dry.
Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
Why do you feel that this is too late? Didn't people cast doubt that Samsung could even be mentioned in the same name as Apple? Look at how the tide has turned. There are still those within the RIMM ecosystem that would be interested to not just upgrade their device, have a device which allows them to have a personal and enterprise side usage on one device. Can Apple do that?
I'll give you another perspective. RIMM had gain very little traction in its naive apps on its Playbook. Well, then they had gain a wider ecosystem once they were able to port some of the Android apps to its ecosystem. This is a new OS. Have you seen Apple? Going from iOS5 to 6 and hearing nothing but complains either from the lack of battery life to the lack of Google Maps. The carriers have already stood by RIMM to have an alternative product to Apple and Google. What's not to like?
Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
In the article below BB10 will run third-party apps such as Android. So your arguement with the limited apps just went through the windows, or in this case got APPled.
http://bit.ly/WHYNbo
BroadVision Revenues Decline 25%; Transition Continues [View article]
Since their earnings call they have YET to post the earnings call replay on their website.
http://bit.ly/Jt5p9J
Broadvision Short Squeeze Imminent [View article]
I also have another question regarding your "touts". Is there a reason why the NIA has sold out when its touting this company and the sector into 2015? Doesn't that seem a bit dishonest when your "organization" touts the stock when you want it to go up, however when you have sold barely a pep besides the reduced disclosure share count.
And what sort of connection do you have with the CEO Phony Chen. For an unlicensed individual you seem to be recommending buying of an investment and selling reports proclaiming ... etc... and etc... What sort of an organization does that?
Broadvision Short Squeeze Imminent [View article]
Put a cork in it. The photo that you took with Phony Chen is a joke. What happened to the numerous photos from Digital London 2012 that were suppose to be available?
I hope you bring you are allowed to bring some string along with your soap with the bull that you constantly post. If a company had its merits you wouldn't have to "tout" it almost everyday.
Caution For The Long-Term Investor, Watch Out For A BroadVision Dump [View article]
http://1.usa.gov/viWoSv
It shouldn't be that difficult for the SEC to see since Lebed already has had a prior settlement. Old dogs can't learn new tricks. The lack of ethics involved in this.
XDSL.OB had used to be Lebed top pick for a number of years. It is currently trading at 0.00. Lebed touts only stocks that he has a financial interest in. The endless ramblings from this high school dropout has presented itself with the non stop tout of Broadvision. A company that had revenue decrease from $400+ million in 2000 to its current annual revenue of $17 million.
Take a look at Lebed prior year touts:
http://bit.ly/vZAeGP
Zynga IPO: A Bright Future Of Fun And Games For Investors [View article]
And do you still see this continued growth amid potentially weak consumer spending due to higher energy prices? Who's gonna want to spend money on a virtual home when people have real bills to pay. I'm saying that because of how weak the % of paid users are.
Without continued capital and R&D Zynga will face tremendous challenges ahead. And what's to say that another company such as Rovio (the makers of Angry Bird) wouldn't capture sales away from Zynga? Rovio is coming out with another new game of Angry Birds next month.
Jive IPOs, Broadvision Triples: Who's Next? [View article]
It might be better to hold off on a short with Broadvision. Till Lebed and NIA stop with their mass e-mails and the 2012 version of net mania subsides it will take a giant thud to wreck this horse.
You can't fight the tape sometimes even if you can do complete analysis top to bottom. I still can't justify over $125+ million market cap for a company that has ONE growing product that is currently LOSING money. The lack of R&D for the past couple of years is going to hurt this company going forward. The track record hasn't been great for the past ten years. They clearly missed their market. And no I don't think they will be like Apple and reinvent themselves and substain it. Clearly when this mania ends and the hype by Lebed this will find the mean again.
Jive IPOs, Broadvision Triples: Who's Next? [View article]
This company has been in the business over eighteen years, rode the dot com e-commerce wave, and came back to reality with a thud. Management has also stated that they are not looking for profitablity near term, rather to gain more users to compete against the Jive's of the market.
You mentioned Chatter. SalesForce has seen tremendous growth through its history, and still continues to see continued rapid growth. However Chatter has not gain much in terms of market share. The reason why I say that I attended one of the Dreamforce events, and hardly anyone internally, and other attendees had a Chatter account. And if they did, they weren't heavy users of them. Some of the tech geeks did use Chatter, however this is more of a side pet project than something that generates a lot of buzz or users for them. If any of these competitors chose to spend more on its R&D to combat Broadvision, Broadvision would be in serious trouble. As Mark has pointed out Broadvision cost cutting over the past few years to clean up its balance sheet and to stay afloat has really hurt its ability to compete against the new economy companies. Companies which have shifted away from legacy platforms such as Broadvision's K2 and QuickSilver.
The discussion about market cap is a joke. Would you rather own something "cheap" such as Broadvision in the hundred millions but has not made a profit in a while, has negative ROE, and negative cash flow, or an Apple for example which continues to blow through estimates at its "lofty" valuation of billions. All this is subjective but I hope you get my point. There is a number of factors why Broadvision has its current valuation.
Jive IPOs, Broadvision Triples: Who's Next? [View article]
Broadvision still has a lot of issues besides having only one potential product that may produce net profit. At this point Broadvision has not produced any game changing product. Let alone the Lebed hype that this is a game changer for the enterprise. There are numerous platforms in the sector besides Jive, SalesForce Chatter among its competitors. Competitors with more CASH, and more MARKET SHARE.
These are issues that Broadvision can not resolve overnight. If they did then the analysts would come out of the wood work to support this stock that has been left for dead for the past decade with minimal volume.
One aspect of Broadvision that may haunt it is that it is associated with Lebed, and the NIA and have NOT come out and explained its unusual trading performance of late. If a company were to stand by its ethics they would clear themselves of these pump and dump schemes. IF shareholders were to lose money due to a significant crash in shares, then there is the potential for class action suits regarding its equities. It has happened before in Broadvision's past where they had under performed and the Execs sold stock and resulted in heavy loss in shares.
If the market finally realizes the game then profits, and cash flow will matter besides as mentioned the 8x sales.
BroadVision: Profitable, But Selling for Less than Cash [View article]
http://bit.ly/xfgOCm
New Data Poised to Boost Aastrom Biosciences [View article]
However what is the track record of this company? Has this had one single product brought to market already? It really is a crapshoot to place a bet on any company especially on a biotech company that may take ten years to develop a drug, with no guarantee that it will pass the FDA's standards.
Then you have to take into account a number of variables including if generics will enter the market and eat these biotech company's lunch.
For every DNDN there are thousands of these failed biotech companies. I agree for everyone to do their DD but I'm sure a lot of bagholders (One which I'm not) are a bit dissatisfied at this moment.
New Data Poised to Boost Aastrom Biosciences [View article]
I'm really not sure why this blogger would have this many followers when his recommendations are so far off. The paint is on the wall. Too bad most bagholders were left to dry.