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hey ironman , nice to see intelligent remarks on the board , i posted this back on 10/30..........................this stock can easily get back to 5 - 6 level , was oversold going into the 3rd qtr. , some excerpts from cc
excerpt from cc........... Ananda Baruah - Brean Murray, Carret & Co. Okay, thanks, that’s helpful. And I guess just going back to the IP income, if I -- this is really high level but if I calibrate the model to 50% sequential revenue growth in the December quarter and Frank kind of calibrates OpEx around the comments that you gave earlier on the call, to get to the low-end of your annual guidance I need to set gross margins at about 30% or so, which are levels which you guys haven’t done in the fourth quarter since ’03, ’04, which would suggest that I guess a couple of things -- which would suggest that you are actually expecting or hopeful that the settlement is going to come in in the fourth quarter and then be actually quite favorable and I would kind of suggest it would probably be -- you have to come in above the 350 for the year in IP income -- I know you are not going to give guidance around it but I guess what my question is, is I believe on the ITC website, one of the milestone dates that they provided is kind of towards the end of December as an initial ruling. I guess from what I understand, this whole thing will be -- come down to some sort of negotiation anyway, regardless of what that initial ruling is, so -- Antonio, I guess this is for you -- is there any possibility -- I don’t know how the mechanics of this process work -- is there any possibility that since you guys are going to have to settle through negotiations of some sort anyway that you can negotiate prior to these milestones that the ITC sort of sets out there? Antonio M. Perez All of that is possible. We could settle tomorrow. We could settle today. There is no limit to that. There are certain regulations with the ITC on the process for settling but there is no limitation on when you can settle. also............... Sentiment : Strong Buy Rating :
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| Subject | Author | Rating | Time of Post (ET) | ||
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do yourself a favor and bail. kkr will take a beating o...
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Gale9880 | Rate it | 5-Nov-09 02:20 pm | ||
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So who are you trying to convince us to sell. Are...
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alexleschho... | Rate it | 5-Nov-09 02:21 pm | ||
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The Dinasour just made an intra day high. h...
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alexleschho... | Rate it | 5-Nov-09 02:22 pm | ||
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Gideee up dinasaur. 4.29 and shake thes...
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alexleschho... | Rate it | 5-Nov-09 02:24 pm | ||
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indeed
shorting more .......
easy money...........
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lungli_guid...
Online Now
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Rate it | 5-Nov-09 02:23 pm | ||
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9 million shares traded today. Do you think ...
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alexleschho... | Rate it | 5-Nov-09 02:26 pm | ||
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Bollinger bands splitting. Going up the...
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alexleschho... | Rate it | 5-Nov-09 02:27 pm | ||
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MCCD crossed its legs.. This is just so...
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alexleschho... | Rate it | 5-Nov-09 02:29 pm | ||
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Uhuh. It takes more brains to sit on a message boa...
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justacountr... | Rate it | 5-Nov-09 03:50 pm | ||
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is how Bashers work:
•They will do their be...
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alexleschho... | Rate it | 5-Nov-09 03:56 pm | ||
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Oh yeah forgot dow over 10000 Fry bastar...
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alexleschho... | Rate it | 5-Nov-09 03:58 pm | ||
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is that the way people invest.. rel...
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asmchall | Rate it | 5-Nov-09 04:04 pm | ||
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No we listen to bashers. When...
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alexleschho... | Rate it | 5-Nov-09 04:21 pm | ||
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so a good stratergy is to...
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asmchall | Rate it | 5-Nov-09 04:32 pm | ||
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Look at the last thr...
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alexleschho... | Rate it | 5-Nov-09 04:35 pm | ||
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i agree
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asmchall | Rate it | 5-Nov-09 04:38 pm | ||
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Yesterday it broke 3...
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alexleschho... | Rate it | 5-Nov-09 04:42 pm | ||
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alex i concure ...
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asmchall | Rate it | 5-Nov-09 04:53 pm | ||
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Agree. I ...
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alexleschho... | Rate it | 5-Nov-09 04:59 pm | ||
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Wow, getting kind of personal, eh? ...
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ek_the_clow... | Rate it | 5-Nov-09 11:41 pm | ||
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i am not short nor long this s...
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Gale9880 | Rate it | 6-Nov-09 04:27 pm | ||
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"unless andrei3000 comes ...
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rocketmando... | Rate it | 6-Nov-09 04:48 pm | ||
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I suggest you go read the...
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ironroad41 | Rate it | 7-Nov-09 10:05 am | ||
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Re: this company is a dinosaur
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puravidatoa... | Not rated | 7-Nov-09 10:41 am |
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