RC Martin's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/80214/comments http://seekingalpha.com/article/84117-samuel-sanmina-last-remarks-on-syntax-brillian?source=feed#comment-201336 201336 ======================...
Samuel,
Curious stuff. Thousands of articles published on this sight, none have an introductory staff comment except yours however I noticed its been altered today the 9th of July to remove the word YESTERDAY. Fortunately I saved the original page and submitted it to the SEC.

Any idea why the word yesterday would suddenly disappear from the staff comment?]]> Wed, 09 Jul 2008 10:19:51 -0400 ======================...
Samuel,
Curious stuff. Thousands of articles published on this sight, none have an introductory staff comment except yours however I noticed its been altered today the 9th of July to remove the word YESTERDAY. Fortunately I saved the original page and submitted it to the SEC.

Any idea why the word yesterday would suddenly disappear from the staff comment?]]> http://seekingalpha.com/article/84117-samuel-sanmina-last-remarks-on-syntax-brillian?source=feed#comment-200869 200869 Your timing is impeccable. The Seeking Alpha team states you submitted this YESTERDAY, seemingly before the 3AM July8th release.

How is it you came upon this information before the public? Just what firm are you associated with?]]> Tue, 08 Jul 2008 15:34:34 -0400 Your timing is impeccable. The Seeking Alpha team states you submitted this YESTERDAY, seemingly before the 3AM July8th release.

How is it you came upon this information before the public? Just what firm are you associated with?]]> http://seekingalpha.com/article/69977-syntax-brillian-can-t-compete-with-vizio?source=feed#comment-170753 170753
How about this comparison between Vizio and Olevia? Vizio isn't very good after all, are they?

www.lcdtvbuyingguide.c...]]> Tue, 20 May 2008 18:45:38 -0400
How about this comparison between Vizio and Olevia? Vizio isn't very good after all, are they?

www.lcdtvbuyingguide.c...]]> http://seekingalpha.com/article/71551-are-the-changes-at-syntax-brillian-material?source=feed#comment-151209 151209 You've identified the root problem. Absent any public commentary by management, investors and shareholders are shooting in the dark. This is a situation easily remedied.
If they cannot produce the actual figures from the DEC qtr it doesn't truly matter as most potential buyers want to know what the CURRENT status is relative to production and retail partners. They announced panel deals with Sharp and LG and followed on with a Compal manufacturing deal. It begs the question, what happened to the panel deals? This team seems content leaving any and all pertinent questions unanswered.]]> Tue, 15 Apr 2008 14:31:44 -0400 You've identified the root problem. Absent any public commentary by management, investors and shareholders are shooting in the dark. This is a situation easily remedied.
If they cannot produce the actual figures from the DEC qtr it doesn't truly matter as most potential buyers want to know what the CURRENT status is relative to production and retail partners. They announced panel deals with Sharp and LG and followed on with a Compal manufacturing deal. It begs the question, what happened to the panel deals? This team seems content leaving any and all pertinent questions unanswered.]]> http://seekingalpha.com/article/66607-will-syntax-brillian-survive?source=feed#comment-120622 120622
Do you know Andrew Left? Any affiliations with stocklemon.com or Citronresearch.com?

Samuel, do you think the new Director joined just to be embarrassed by a bankruptcy on his watch?]]> Fri, 29 Feb 2008 09:43:57 -0500
Do you know Andrew Left? Any affiliations with stocklemon.com or Citronresearch.com?

Samuel, do you think the new Director joined just to be embarrassed by a bankruptcy on his watch?]]> http://seekingalpha.com/article/59524-syntax-brillian-too-little-too-late?source=feed#comment-109522 109522
These are exciting times we live in wouldn't you agree? This stock can be pretty explosive going forward if they ever do something good. I know I know , you don't agree growing 100% is very good but hey, you just never know.]]> Thu, 10 Jan 2008 18:14:19 -0500
These are exciting times we live in wouldn't you agree? This stock can be pretty explosive going forward if they ever do something good. I know I know , you don't agree growing 100% is very good but hey, you just never know.]]> http://seekingalpha.com/article/59524-syntax-brillian-too-little-too-late?source=feed#comment-109242 109242
After your three ID rants I was concerned you were no longer going to bless us with your drivel. So was it your New Year resolution to stick to just "ONE" id for 2008?

Let's face it Samuel, er, Edwin, credibility is important and no one with decent credibility and an honest message needs to hide behind 3 different pseudonyms.]]> Wed, 09 Jan 2008 15:39:58 -0500
After your three ID rants I was concerned you were no longer going to bless us with your drivel. So was it your New Year resolution to stick to just "ONE" id for 2008?

Let's face it Samuel, er, Edwin, credibility is important and no one with decent credibility and an honest message needs to hide behind 3 different pseudonyms.]]> http://seekingalpha.com/article/58083-syntax-brillian-a-classic-bottom?source=feed#comment-106432 106432
I guess what you were trying to say is that COGS is a variable expense and SG&A typically a fixed level of expense such that for each additional unit of production net margins would increase, is this correct?]]> Fri, 21 Dec 2007 15:50:07 -0500
I guess what you were trying to say is that COGS is a variable expense and SG&A typically a fixed level of expense such that for each additional unit of production net margins would increase, is this correct?]]> http://seekingalpha.com/article/58083-syntax-brillian-a-classic-bottom?source=feed#comment-106427 106427 Forget apples and oranges, you've delivered a full basket of fruit this time.Best stop now before you reveal just how little you DO understand.

Equity tells us about working capital? Could you cover that one more time I missed something. I was always trained that working capital was current assets less current liabilities. How did equity join the recipe?

You stated, "Negative margins results from sales (i.e., revenues) being greater than costs of sales (i.e., COGS)." HUH? Once again I missed something or maybe I skipped class the day that concept was taught. If revenues were larger than the cost of goods sold wouldn't you be measuring GROSS profits?

as for that "cosmetic" difference could you provide an example of that and how that effects valuations? That is an interesting concept in itself. So to be clear, if the expense is part of cost of goods sold rather than SG&A it means you have to assign different values to the firm?]]> Fri, 21 Dec 2007 14:50:51 -0500 Forget apples and oranges, you've delivered a full basket of fruit this time.Best stop now before you reveal just how little you DO understand.

Equity tells us about working capital? Could you cover that one more time I missed something. I was always trained that working capital was current assets less current liabilities. How did equity join the recipe?

You stated, "Negative margins results from sales (i.e., revenues) being greater than costs of sales (i.e., COGS)." HUH? Once again I missed something or maybe I skipped class the day that concept was taught. If revenues were larger than the cost of goods sold wouldn't you be measuring GROSS profits?

as for that "cosmetic" difference could you provide an example of that and how that effects valuations? That is an interesting concept in itself. So to be clear, if the expense is part of cost of goods sold rather than SG&A it means you have to assign different values to the firm?]]> http://seekingalpha.com/article/58083-syntax-brillian-a-classic-bottom?source=feed#comment-106419 106419 Now with 200 sales an additional 100 sales results in growth being SQUEEZED down to 50% and at 300 each 100 additional squeezes it to 33% growth.

Also you say, "James Li's comments notwithstanding, he wasn't clear whether those operating expenses were savings due to no longer having negative margins due to LCOS and/or savings due to SG&A expenses."

Wouldn't the negative margins been caused by expenses, SG&A being greater than sales? What would have caused negative margins if not expenses?]]> Fri, 21 Dec 2007 13:39:43 -0500 Now with 200 sales an additional 100 sales results in growth being SQUEEZED down to 50% and at 300 each 100 additional squeezes it to 33% growth.

Also you say, "James Li's comments notwithstanding, he wasn't clear whether those operating expenses were savings due to no longer having negative margins due to LCOS and/or savings due to SG&A expenses."

Wouldn't the negative margins been caused by expenses, SG&A being greater than sales? What would have caused negative margins if not expenses?]]> http://seekingalpha.com/article/58083-syntax-brillian-a-classic-bottom?source=feed#comment-106418 106418 Speaking of apples and oranges, could you add some clarity to this:

"At the end of CY2006, there was about $70M in shareholder equity. Since then, BRLC has had positive earnings and added $190M in cash from sales of stock. Combine all this with the $250M line of credit, and BRLC only thinks they can do about $180M/quarter over the next two quarters?"

I'm missing entirely what the equity at the end of 2006 has to do with sales for the next several quarters.

As for growth getting squeezed its not too difficult to understand. If you have sales of 100 and add an additional 100 you've grown at 100%. Now with 200 sales and an additional 100 growth has been SQUEEZED]]> Fri, 21 Dec 2007 13:35:02 -0500 Speaking of apples and oranges, could you add some clarity to this:

"At the end of CY2006, there was about $70M in shareholder equity. Since then, BRLC has had positive earnings and added $190M in cash from sales of stock. Combine all this with the $250M line of credit, and BRLC only thinks they can do about $180M/quarter over the next two quarters?"

I'm missing entirely what the equity at the end of 2006 has to do with sales for the next several quarters.

As for growth getting squeezed its not too difficult to understand. If you have sales of 100 and add an additional 100 you've grown at 100%. Now with 200 sales and an additional 100 growth has been SQUEEZED]]> http://seekingalpha.com/article/58083-syntax-brillian-a-classic-bottom?source=feed#comment-106399 106399
A good exchange, let's focus for one minute on the expense issue you raised. You suggest a $10MM annual savings AT BEST. An excerpt from the corporate press release follows:
"According to James Li, President and Chief Executive Officer, the decision is expected to result in a one-time non-cash charge of up to $40 million, and a reduction in operating expenses of approximately $16 million annually." You've missed by a WIDE margin.

Further more, the royalty model figures you provide are skewed terribly. On a $100MM sales the royalty will drop $3MM to the bottom line. Previously NET MARGINS were 4% or $4MM per $100MM of sales. So to apply your figure of $500MM the difference is not nearly as dramatic as you wish to have it appear, $15MM for the royalty vs $20MM for the sales method.

Now of course since the royalty method requires no capital risk and frees $400MM of capital to applications of growth elsewhere it seems a small sacrifice for the potential to capture yet another $$20MM of profits via the redirection of capital. Net net it would appear in fact to benefit to the tune of an additional $15MM of profits not the dramatic loss you portray.]]> Fri, 21 Dec 2007 12:10:10 -0500
A good exchange, let's focus for one minute on the expense issue you raised. You suggest a $10MM annual savings AT BEST. An excerpt from the corporate press release follows:
"According to James Li, President and Chief Executive Officer, the decision is expected to result in a one-time non-cash charge of up to $40 million, and a reduction in operating expenses of approximately $16 million annually." You've missed by a WIDE margin.

Further more, the royalty model figures you provide are skewed terribly. On a $100MM sales the royalty will drop $3MM to the bottom line. Previously NET MARGINS were 4% or $4MM per $100MM of sales. So to apply your figure of $500MM the difference is not nearly as dramatic as you wish to have it appear, $15MM for the royalty vs $20MM for the sales method.

Now of course since the royalty method requires no capital risk and frees $400MM of capital to applications of growth elsewhere it seems a small sacrifice for the potential to capture yet another $$20MM of profits via the redirection of capital. Net net it would appear in fact to benefit to the tune of an additional $15MM of profits not the dramatic loss you portray.]]> http://seekingalpha.com/article/57167-is-it-time-for-consolidation-in-the-tv-industry?source=feed#comment-106211 106211 You said, "
"I referred to them as "crappy" because they are..."

"At the end of the day, they are decent tvs,"

I'm sensing confusion on your part.

The experts seem to disagree, "
Syntax-Brillian's Olevia 747i Named Best TV in Wired's Test Issue
Monday October 29, 6:35 am ET

biz.yahoo.com/bw/07102...

Perhaps you'd like to read it.]]> Thu, 20 Dec 2007 09:56:16 -0500 You said, "
"I referred to them as "crappy" because they are..."

"At the end of the day, they are decent tvs,"

I'm sensing confusion on your part.

The experts seem to disagree, "
Syntax-Brillian's Olevia 747i Named Best TV in Wired's Test Issue
Monday October 29, 6:35 am ET

biz.yahoo.com/bw/07102...

Perhaps you'd like to read it.]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-106081 106081
You've been a busy man lately, what with changing the Bio and switching pseudonyms from Edwin to Samuel and now Sandy Sanmina. You must be growing tired.

What sort of PROFESSIONAL hides behind a veil of secrecy changing his ID every several days?
"Samuel Sanmina (an alias) is currently working as an analyst for a hedge fund, specializing in consumer electronics and related stocks in the US. He also has knowledge of the consumer electronics industry in China and other Asian regions."

What happened to this part of the BIO? ""Samuel uses a pseudonym because the fund he works for is adamant about not disclosing any of their stock positions and it would be possible for him to be traced back to the fund if he gave his full name. His true identity is known to Seeking Alpha."

Are you suggesting Mr Jackson is complicit in your effort to deceive?

David Jackson assures me the repeated name changes are not something he or his staff are a party to. Could it be a security breech on this web site? Or a dishonest man attempting to use this venue to facilitate a deceit and fraud?

Why the urgency to keep altering yourself? Honest men don't hide and honest men don't need to change identity three times. Why not just be Edwin and keep it at that Edwin?

Looks silly when you change your ID to Sandy Sanmina and address your messages to Sandy. Professional people don't play deceitful games Edwin. So what is your true agenda? Why do you come to this website, to foster deceit?

I think David Jackson prefers HONEST PEOPLE, try HONESTY FOR A CHANGE.


]]> Wed, 19 Dec 2007 13:17:06 -0500
You've been a busy man lately, what with changing the Bio and switching pseudonyms from Edwin to Samuel and now Sandy Sanmina. You must be growing tired.

What sort of PROFESSIONAL hides behind a veil of secrecy changing his ID every several days?
"Samuel Sanmina (an alias) is currently working as an analyst for a hedge fund, specializing in consumer electronics and related stocks in the US. He also has knowledge of the consumer electronics industry in China and other Asian regions."

What happened to this part of the BIO? ""Samuel uses a pseudonym because the fund he works for is adamant about not disclosing any of their stock positions and it would be possible for him to be traced back to the fund if he gave his full name. His true identity is known to Seeking Alpha."

Are you suggesting Mr Jackson is complicit in your effort to deceive?

David Jackson assures me the repeated name changes are not something he or his staff are a party to. Could it be a security breech on this web site? Or a dishonest man attempting to use this venue to facilitate a deceit and fraud?

Why the urgency to keep altering yourself? Honest men don't hide and honest men don't need to change identity three times. Why not just be Edwin and keep it at that Edwin?

Looks silly when you change your ID to Sandy Sanmina and address your messages to Sandy. Professional people don't play deceitful games Edwin. So what is your true agenda? Why do you come to this website, to foster deceit?

I think David Jackson prefers HONEST PEOPLE, try HONESTY FOR A CHANGE.


]]> http://seekingalpha.com/article/57167-is-it-time-for-consolidation-in-the-tv-industry?source=feed#comment-105712 105712
Anyone can make a broad brushed statement such as that, a generic catch all when you prefer something else.

What exactly is it that makes them crappy? If you expound on that allegation with specific facts of features or lack there of it might actually make a convincing statement.

You've looked at them? So based on a glance in a department store you've concluded they are crappy? Give the readers a little meat on that bone of contention. Tell the readers what makes them crappy and makes Sony and Sharp superior. What technical aspects make them inferior?]]> Mon, 17 Dec 2007 11:33:25 -0500
Anyone can make a broad brushed statement such as that, a generic catch all when you prefer something else.

What exactly is it that makes them crappy? If you expound on that allegation with specific facts of features or lack there of it might actually make a convincing statement.

You've looked at them? So based on a glance in a department store you've concluded they are crappy? Give the readers a little meat on that bone of contention. Tell the readers what makes them crappy and makes Sony and Sharp superior. What technical aspects make them inferior?]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-105615 105615
Your bio says "Samuel uses a pseudonym because the fund he works for is adamant about not disclosing any of their stock positions and it would be possible for him to be traced back to the fund if he gave his full name. His true identity is known to Seeking Alpha."

but your post of Dec 5th states the following:

"fool: I fully disclose that I am short BRLC. I personally have been short since $6-$7. The firm I work for has been shorting the stock also and at higher prices."

I'm sensing a conflict in your statements Samuel. You are an honest man right? You're here for above board reasons right? You or your "firm" wouldn't be engaged in criminal activity would you?

You've gone from, I can't reveal positions, to, I and my firm are shorting, all in a few posts.

So which is the truth and which is intended to be misleading, kinda fraudulent?]]> Sun, 16 Dec 2007 18:11:16 -0500
Your bio says "Samuel uses a pseudonym because the fund he works for is adamant about not disclosing any of their stock positions and it would be possible for him to be traced back to the fund if he gave his full name. His true identity is known to Seeking Alpha."

but your post of Dec 5th states the following:

"fool: I fully disclose that I am short BRLC. I personally have been short since $6-$7. The firm I work for has been shorting the stock also and at higher prices."

I'm sensing a conflict in your statements Samuel. You are an honest man right? You're here for above board reasons right? You or your "firm" wouldn't be engaged in criminal activity would you?

You've gone from, I can't reveal positions, to, I and my firm are shorting, all in a few posts.

So which is the truth and which is intended to be misleading, kinda fraudulent?]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-105613 105613 This is from your bio:

"Samuel uses a pseudonym because the fund he works for is adamant about not disclosing any of their stock positions and it would be possible for him to be traced back to the fund if he gave his full name. His true identity is known to Seeking Alpha."

What kind of PROFESSIONAL firm seeks to conceal their identity unless they're engaged in dishonest activity?

At 2:10pm on December 4th you wrote:
"Our firm currently has owns a long position of Amtran and I suggest you and other investors take a look as well?"

Now it cannot be both ways, you state the firm doesn't want to reveal positions and then you go on to state their position and further recommend others follow suit.

Samuel, I submit, honest professionals don't hide behind pseudonyms. Honest people have nothing to hide from.

That's my opinion, I think you and your firm are a criminal element seeking to manipulate . And that is my real identity, I have nothing to hide from I am an honest man.
]]> Sun, 16 Dec 2007 17:59:36 -0500 This is from your bio:

"Samuel uses a pseudonym because the fund he works for is adamant about not disclosing any of their stock positions and it would be possible for him to be traced back to the fund if he gave his full name. His true identity is known to Seeking Alpha."

What kind of PROFESSIONAL firm seeks to conceal their identity unless they're engaged in dishonest activity?

At 2:10pm on December 4th you wrote:
"Our firm currently has owns a long position of Amtran and I suggest you and other investors take a look as well?"

Now it cannot be both ways, you state the firm doesn't want to reveal positions and then you go on to state their position and further recommend others follow suit.

Samuel, I submit, honest professionals don't hide behind pseudonyms. Honest people have nothing to hide from.

That's my opinion, I think you and your firm are a criminal element seeking to manipulate . And that is my real identity, I have nothing to hide from I am an honest man.
]]> http://seekingalpha.com/article/57167-is-it-time-for-consolidation-in-the-tv-industry?source=feed#comment-105491 105491
Vertical integration , horizontal integration, diagonal integration, the esoteric jargon doesn't change a thing, the end result is the same. Consumers will gravitate to the low cost producers as long as there is no significant loss of quality.The market share captured by Vizio and Olevia, demonstrate that quite clearly. Seems what you're saying is Sony, Sharp, and Samsung might have to change their models to compete.

The Vizios and Olevia are capturing their market at the expense of the BIG THREE. Say hello to the NEW Honda and Toyota, they're not going to disappear. To suggest this is a temporary phenomenon is to be fooled AGAIN.

Buy an Olevia and with the savings over a Sony or Sharp grab an X-Box360 too. ]]> Sat, 15 Dec 2007 12:30:45 -0500
Vertical integration , horizontal integration, diagonal integration, the esoteric jargon doesn't change a thing, the end result is the same. Consumers will gravitate to the low cost producers as long as there is no significant loss of quality.The market share captured by Vizio and Olevia, demonstrate that quite clearly. Seems what you're saying is Sony, Sharp, and Samsung might have to change their models to compete.

The Vizios and Olevia are capturing their market at the expense of the BIG THREE. Say hello to the NEW Honda and Toyota, they're not going to disappear. To suggest this is a temporary phenomenon is to be fooled AGAIN.

Buy an Olevia and with the savings over a Sony or Sharp grab an X-Box360 too. ]]> http://seekingalpha.com/article/57167-is-it-time-for-consolidation-in-the-tv-industry?source=feed#comment-105245 105245 Thu, 13 Dec 2007 17:46:28 -0500 http://seekingalpha.com/article/57167-is-it-time-for-consolidation-in-the-tv-industry?source=feed#comment-105200 105200
Wasn't it the American auto industry that adopted that very same approach decades ago? How has that worked out for them?]]> Thu, 13 Dec 2007 12:00:56 -0500
Wasn't it the American auto industry that adopted that very same approach decades ago? How has that worked out for them?]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-105015 105015 You said earlier, "I personally have not covered yet since our research shows there still might be some undisclosed problems and potential threats to the company."

Well you can mark the closing of CompUSA off the list. Who would have guessed all CompUSA's inventory has been PAID IN ADVANCE.

Seems an additional 1.2MM shares were sold short just in time for the announcement as well but who would have guessed Kolin would elect to go on a buying binge simultaneous to the selling. Seems this one was a dud Samuel. Kolin in uncany fashion was right there , Johnny on the spot , so to speak.

Its as though Syntax suddenly has an inside track to the short sellers activity. Could it be a market maker sharing info with them? A mole somewhere in the short community? Let's face it Samuel, could it be fortuitous luck that Kolin was right there to buy? Could it be clairvoyance that Syntax had insisted on UP FRONT PAYMENTS.

What is your research telling you? What has your research revealed about the name change Samuel? They did mention Olevia Group International but there seems to be a delay for some reason. Any idea what that delay is related to Samuel?]]> Wed, 12 Dec 2007 11:40:58 -0500 You said earlier, "I personally have not covered yet since our research shows there still might be some undisclosed problems and potential threats to the company."

Well you can mark the closing of CompUSA off the list. Who would have guessed all CompUSA's inventory has been PAID IN ADVANCE.

Seems an additional 1.2MM shares were sold short just in time for the announcement as well but who would have guessed Kolin would elect to go on a buying binge simultaneous to the selling. Seems this one was a dud Samuel. Kolin in uncany fashion was right there , Johnny on the spot , so to speak.

Its as though Syntax suddenly has an inside track to the short sellers activity. Could it be a market maker sharing info with them? A mole somewhere in the short community? Let's face it Samuel, could it be fortuitous luck that Kolin was right there to buy? Could it be clairvoyance that Syntax had insisted on UP FRONT PAYMENTS.

What is your research telling you? What has your research revealed about the name change Samuel? They did mention Olevia Group International but there seems to be a delay for some reason. Any idea what that delay is related to Samuel?]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104600 104600
I was familiarizing myself with the Seeking Alpha web-site when I discovered the area called "Our Contributors" and read the terms for becoming either Silver or Gold Certified. Are you familiar with that area?

I noticed your pseudonym Samuel Sanmina was conspicuously absent. What prevents you from submitting for Gold or Silver status?
The terms seem rather straight forward and designed around providing healthy honest exchange of thoughts and ideas. I would have thought someone like yourself who has been a frequent contributor would want to be acknowledged and awarded at least Silver status.

I must apologize as I have forgotten to disclose my position in BRLC, I hold a very modest long position which holds my interest. I have not bought anything I haven't paid for.

How about you and your short position, have you or your FIRM sold anything you haven't delivered to the buyer?]]> Sat, 08 Dec 2007 12:31:58 -0500
I was familiarizing myself with the Seeking Alpha web-site when I discovered the area called "Our Contributors" and read the terms for becoming either Silver or Gold Certified. Are you familiar with that area?

I noticed your pseudonym Samuel Sanmina was conspicuously absent. What prevents you from submitting for Gold or Silver status?
The terms seem rather straight forward and designed around providing healthy honest exchange of thoughts and ideas. I would have thought someone like yourself who has been a frequent contributor would want to be acknowledged and awarded at least Silver status.

I must apologize as I have forgotten to disclose my position in BRLC, I hold a very modest long position which holds my interest. I have not bought anything I haven't paid for.

How about you and your short position, have you or your FIRM sold anything you haven't delivered to the buyer?]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104552 104552
Why Samuel elected to post under that ID is something you'll have to ask him. I would be curious to know as well.After all he could have been any name he wanted , apparently he wanted to be Samuel Sanmina for a reason.

I'm sure it had nothing to do with him seeking to piggyback on my efforts to point out flaws in the firm on Yahoo message boards.

As for he and I being one in the same, I resent the inference. My morals are far different than his I suspect. I do not short stocks. If I don't like what I see I choose another. I derive no personal satisfaction from being destructive.]]> Fri, 07 Dec 2007 22:33:32 -0500
Why Samuel elected to post under that ID is something you'll have to ask him. I would be curious to know as well.After all he could have been any name he wanted , apparently he wanted to be Samuel Sanmina for a reason.

I'm sure it had nothing to do with him seeking to piggyback on my efforts to point out flaws in the firm on Yahoo message boards.

As for he and I being one in the same, I resent the inference. My morals are far different than his I suspect. I do not short stocks. If I don't like what I see I choose another. I derive no personal satisfaction from being destructive.]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104536 104536
If he were above board and not attempting to conceal anything why doesn't he just type his true identity? Why the need for an obvious bogus name.

As another wrote, he had a response on here already under a true identity and quickly changed it. What scared him so? Has he answered any questions posed to him?]]> Fri, 07 Dec 2007 18:40:44 -0500
If he were above board and not attempting to conceal anything why doesn't he just type his true identity? Why the need for an obvious bogus name.

As another wrote, he had a response on here already under a true identity and quickly changed it. What scared him so? Has he answered any questions posed to him?]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104318 104318 .........................

But all of those others pose NO THREAT to Vizio?

Given the fact you have stated your position with respect to being LONG VIZIO AND SHORT OLEVIA

How would a continuous slander campaign against Olevia effect your position and how would a relentless naked short attack effect your short position in Olevia. Would these event help or hurt your admitted short position?

Similarly, would bad fortune befalling Olevia help or hurt your long position in Vizio?]]> Thu, 06 Dec 2007 12:13:41 -0500 .........................

But all of those others pose NO THREAT to Vizio?

Given the fact you have stated your position with respect to being LONG VIZIO AND SHORT OLEVIA

How would a continuous slander campaign against Olevia effect your position and how would a relentless naked short attack effect your short position in Olevia. Would these event help or hurt your admitted short position?

Similarly, would bad fortune befalling Olevia help or hurt your long position in Vizio?]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104301 104301 Thanks for the response however you failed to address the points. Is it the receivables or the royalty, both, or something entirely different?

Keeping with your theme of a two horse race for market share, are you suggesting if Vizio achieves a larger percentage of market that alone renders them the victor in the game and Olevia is automatically a bad investment because they're #2?

Furthermore, and consistent with your theme, would it make sense, for an individual, individuals or firm or collection of firms interested in seeing Vizio capture a greater share than Olevia, to do whatever possible to create difficulty and obstruction for the Olevia? If each unit of sale is vital to success wouldn't a well coordinated slander attack against Olevia serve the best interest of Vizio?
Wouldn't a relentless naked short attack depressing the stock value and creating difficulty for a two year old firm to raise growth capital benefit Vizio? Wouldn't a closely coordinated effort to obstruct the growth of a fledgling competitor serve not only to enhance your investment in Amtran but add to the value of your short position in Brillian as well?

Samuel, in the interest of full disclosure, have you or your firm engaged in the illegal practice of naked short selling and failing to deliver? While you mention hedge funds saw something early on I submit the short interest in Syntax-Brillian was rising even as they were selling a paltry number of units. Long before the results of last year's December quarter were known the short interest had already ballooned to: 16,383,813 It seems someone had already determined Olevia was a threat before Olevia had even gotten a toe hold in the market.

Are you and your fellow short sellers clairvoyant? Or did the campaign begin to protect Vizio from competition at the moment Olevia began selling?

I concede mistakes have been made by Brillian this year but that hardly explains how the short interest reached what was then almost 40% of the float before they had made a name for themselves. It appears the attack was on long ago and it wasn't due to mistakes or errors when it began.]]> Thu, 06 Dec 2007 09:50:16 -0500 Thanks for the response however you failed to address the points. Is it the receivables or the royalty, both, or something entirely different?

Keeping with your theme of a two horse race for market share, are you suggesting if Vizio achieves a larger percentage of market that alone renders them the victor in the game and Olevia is automatically a bad investment because they're #2?

Furthermore, and consistent with your theme, would it make sense, for an individual, individuals or firm or collection of firms interested in seeing Vizio capture a greater share than Olevia, to do whatever possible to create difficulty and obstruction for the Olevia? If each unit of sale is vital to success wouldn't a well coordinated slander attack against Olevia serve the best interest of Vizio?
Wouldn't a relentless naked short attack depressing the stock value and creating difficulty for a two year old firm to raise growth capital benefit Vizio? Wouldn't a closely coordinated effort to obstruct the growth of a fledgling competitor serve not only to enhance your investment in Amtran but add to the value of your short position in Brillian as well?

Samuel, in the interest of full disclosure, have you or your firm engaged in the illegal practice of naked short selling and failing to deliver? While you mention hedge funds saw something early on I submit the short interest in Syntax-Brillian was rising even as they were selling a paltry number of units. Long before the results of last year's December quarter were known the short interest had already ballooned to: 16,383,813 It seems someone had already determined Olevia was a threat before Olevia had even gotten a toe hold in the market.

Are you and your fellow short sellers clairvoyant? Or did the campaign begin to protect Vizio from competition at the moment Olevia began selling?

I concede mistakes have been made by Brillian this year but that hardly explains how the short interest reached what was then almost 40% of the float before they had made a name for themselves. It appears the attack was on long ago and it wasn't due to mistakes or errors when it began.]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104255 104255
Hasn't Amtran and Vizio been named in a Funai lawsuit along with Olevia and others?

Seems the markets do reach out to include many The market is very large and its impossible to declare only one a success and all others failures because they achieve a lesser level of success.

Why the veil? If you have issues articulate them. No need to pretend you are the only folks that know. Is it the Schot receivable issue? $92MM dollars sure is a lot of money don't you think? What do you think the odds are of Schot paying the bill?

In my opinion it was absolutely stupid to have extended that credit to them , not once, but even after they had become past due the sales continued. Who was the guy calling the shots(no pun intended) Sollitto? Imagine they promoted him. Now that annoys me and I suspect others too.

Is it the royalty plan? There could be a little better clarity there. I certainly would be interested in knowing the connections. Who are the people behind Far East Olevia? What is the relationship to employees of Kolin and Syntax-Brillian? I would hate to think the shareholders of Syntax-Brillian paid for a plant that'll be used by others and they will get a paltry 3% royalty.

So what disturbs you Samuel? . I cannot buy real shares with vapor money much in the way you can sell vapor shares for real money so I must concede to you the advantage of a lopsided field. However keep in mind if the powers to be ever decide to balance the scales of justice the game might be more evenly contested and you'll have to actually try a little.]]> Wed, 05 Dec 2007 23:59:27 -0500
Hasn't Amtran and Vizio been named in a Funai lawsuit along with Olevia and others?

Seems the markets do reach out to include many The market is very large and its impossible to declare only one a success and all others failures because they achieve a lesser level of success.

Why the veil? If you have issues articulate them. No need to pretend you are the only folks that know. Is it the Schot receivable issue? $92MM dollars sure is a lot of money don't you think? What do you think the odds are of Schot paying the bill?

In my opinion it was absolutely stupid to have extended that credit to them , not once, but even after they had become past due the sales continued. Who was the guy calling the shots(no pun intended) Sollitto? Imagine they promoted him. Now that annoys me and I suspect others too.

Is it the royalty plan? There could be a little better clarity there. I certainly would be interested in knowing the connections. Who are the people behind Far East Olevia? What is the relationship to employees of Kolin and Syntax-Brillian? I would hate to think the shareholders of Syntax-Brillian paid for a plant that'll be used by others and they will get a paltry 3% royalty.

So what disturbs you Samuel? . I cannot buy real shares with vapor money much in the way you can sell vapor shares for real money so I must concede to you the advantage of a lopsided field. However keep in mind if the powers to be ever decide to balance the scales of justice the game might be more evenly contested and you'll have to actually try a little.]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104252 104252 .................to put it in very simple terms. A consumer normally only purchases one or two flat panel televisions. If they purchased a Vizio, they are no longer going to buy an Olevia. As the Vizio brand becomes more and more popular more consumers will buy Vizio which means less potential customers for BRLC and their Olevia tvs.
.........................

Surely you're not suggesting the other brands have no impact. If not shopping Tier 1,most shoppers shop for the best value they can receive for their dollar. Applying the very logic you use, it would seem detrimental to both Vizio and Brillian along with Emerson, Polaroid, Westinghouse, Toshiba, Magnavox and every other player that a sale by one reduces the potential for others by one. To portray the battle to be between two market players,Vizio and Olevia, runs in direct conflict with your very logic. All players involved have the same and equal opportunity in a free market to target the same audience at any given moment in time.The market will never be controlled by a single player. Thre is room for a number of players.

Will your Vizio investment play out better than a similar investment in Olevia?
Perhaps.

But your article hints of a boys bathroom boast, "look mine's bigger than yours" more than an analysis of facts.




]]> Wed, 05 Dec 2007 23:22:41 -0500 .................to put it in very simple terms. A consumer normally only purchases one or two flat panel televisions. If they purchased a Vizio, they are no longer going to buy an Olevia. As the Vizio brand becomes more and more popular more consumers will buy Vizio which means less potential customers for BRLC and their Olevia tvs.
.........................

Surely you're not suggesting the other brands have no impact. If not shopping Tier 1,most shoppers shop for the best value they can receive for their dollar. Applying the very logic you use, it would seem detrimental to both Vizio and Brillian along with Emerson, Polaroid, Westinghouse, Toshiba, Magnavox and every other player that a sale by one reduces the potential for others by one. To portray the battle to be between two market players,Vizio and Olevia, runs in direct conflict with your very logic. All players involved have the same and equal opportunity in a free market to target the same audience at any given moment in time.The market will never be controlled by a single player. Thre is room for a number of players.

Will your Vizio investment play out better than a similar investment in Olevia?
Perhaps.

But your article hints of a boys bathroom boast, "look mine's bigger than yours" more than an analysis of facts.




]]> http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104180 104180 Wed, 05 Dec 2007 15:05:29 -0500 http://seekingalpha.com/article/56245-international-competition-between-syntax-brillian-and-vizio-heating-up?source=feed#comment-104178 104178
Last I checked there was a growing worldwide demand for LCDs, is Vizio the only firm filling the need? Brillian is experiencing double digit growth, the stock is stifled by one man's decision to sell in Asia and that customer hasn't been paying. But to attribute the difficulty to Vizio is ludicrous. Naked short selling to the tune of 17MM shares doesn't help either. That isn't Vizio, that is the SEC issuing a sledge hammer to short sellers. And just to be sure they can hammer without obstruction let's remove the uptick rule as well. Vizio is a non event.

The point of the author is NO POINT at all. If he wants to portray Brillian negatively there are plenty of points that could be made but Vizio is not one of them. Good luck with your Taiwan investment.]]> Wed, 05 Dec 2007 14:56:34 -0500
Last I checked there was a growing worldwide demand for LCDs, is Vizio the only firm filling the need? Brillian is experiencing double digit growth, the stock is stifled by one man's decision to sell in Asia and that customer hasn't been paying. But to attribute the difficulty to Vizio is ludicrous. Naked short selling to the tune of 17MM shares doesn't help either. That isn't Vizio, that is the SEC issuing a sledge hammer to short sellers. And just to be sure they can hammer without obstruction let's remove the uptick rule as well. Vizio is a non event.

The point of the author is NO POINT at all. If he wants to portray Brillian negatively there are plenty of points that could be made but Vizio is not one of them. Good luck with your Taiwan investment.]]>