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PeterScriabin

PeterScriabin
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  • PeterScriabin
    So much cash on books in China, yet need to raise (in part) to buy land IN CHINA? No PR. New CFO on way in. $XIN incompetence at best.
    8/27/13
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      • PeterScriabin
        Paulo's excellent article had $FFNT.OB up 32% at one point this morning. Surely not coincidence?
        7/22/13
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          • PeterScriabin
            James: did you feel $VELTF met criteria for "improvement" you laid out? On DSOs, revs, geographies, I did NOT. Not disaster but poor-mediocre
            5/14/13
            Reply (1)
            • James Sands: I agree Peter. I think most risks remain. Cash flow is priority number one right now.
              5/14/13
              • PeterScriabin
                How are you reacting to the spectacular collapse of $SIMO, with daily new lows? The co. nerely confirmed midpoint of rev guidance already..
                4/3/13
                Reply (5)
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                • PeterScriabin: Well, now I got my answer - the loss of Sams. trnscvr business was leaked 2 months ago, and the big boys sold it down from 16 to 10. !@#$
                  4/28/13
                • 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
                  4/29/13
                  • PeterScriabin
                    Anyone any clue what could be catalyst for $ARMH to fall? Up 50% since early Nov (28->42). What fundamentals justify that?
                    1/18/13
                    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.
                      1/18/13
                    • gwenace: Although they haven't sold any BB10, RIM has a large base of business customers waiting to upgrade their old BB.
                      1/18/13
                      • PeterScriabin
                        12/20 close 2nd day back above $5 for $VELTF. If no close < 5 by Jan-4, insts may well come back in force, esp. after Ross starts Jan-7.
                        12/20/12
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                          • PeterScriabin
                            Yesterday 10th consecutive session $VELTF closed below 5. Interested to see if even more selling in next week. To buy (if so) or not to buy?
                            11/30/12
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                              • PeterScriabin
                                So if VELTF closes below 5 for next 8 days, how many more inst, shares have to be sold?
                                11/17/12
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