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PeterScriabin

PeterScriabin
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  • PeterScriabin
    James: did you feel $VELT met criteria for "improvement" you laid out? On DSOs, revs, geographies, I did NOT. Not disaster but poor-mediocre
    May 14, 2:08 AM
    Reply (1)
    • James Sands: I agree Peter. I think most risks remain. Cash flow is priority number one right now.
      May 14, 3:06 PM
      • PeterScriabin
        How are you reacting to the spectacular collapse of $SIMO, with daily new lows? The co. nerely confirmed midpoint of rev guidance already..
        Apr 3, 1:41 PM
        Reply (5)
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        • PeterScriabin: Well, now I got my answer - the loss of Sams. trnscvr business was leaked 2 months ago, and the big boys sold it down from 16 to 10. !@#$
          Apr 28, 9:43 AM
        • Jason Myers: Qualcomm strikes again...With the 15 mil from existing LTE contracts and growth of Emmc i still have the shares valued in the $12-14 range
          Apr 29, 11:12 AM
          • PeterScriabin
            Anyone any clue what could be catalyst for $ARMH to fall? Up 50% since early Nov (28->42). What fundamentals justify that?
            Jan 18, 10:48 AM
            Reply (3)
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            • Ashraf Eassa: Lots of hype, and if this quarter is not a "beat" on the top line or if guidance isn't spectacular, you will see a very large gap-down.
              Jan 18, 10:55 AM
            • gwenace: Although they haven't sold any BB10, RIM has a large base of business customers waiting to upgrade their old BB.
              Jan 18, 11:32 AM
              • PeterScriabin
                12/20 close 2nd day back above $5 for $VELT. If no close < 5 by Jan-4, insts may well come back in force, esp. after Ross starts Jan-7.
                12/20/12
                Reply
                  • PeterScriabin
                    Yesterday 10th consecutive session $VELT closed below 5. Interested to see if even more selling in next week. To buy (if so) or not to buy?
                    11/30/12
                    Reply
                      • PeterScriabin
                        So if VELT closes below 5 for next 8 days, how many more inst, shares have to be sold?
                        11/17/12
                        Reply