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1.  Re: Let me explain the Downgrade. 
Its a good call...some consolidation is in order after the move from $4.50. See where the market takes it..good luck on your short..should make some money..the 50 would be 38.2% retracement off the move...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   9-Feb-10 03:36 pm
 
2.  Re: Mindspeed just got downgraded at Briefing.com 
pre-market quotes says it all..down appreciate heads up
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   9-Feb-10 09:22 am
 
3.  Re: Mindspeed just got downgraded at Briefing.com 
thx..from Ameritrade streaming news: Mindspeed Technologies Raised To Buy From Hold By Brigantine >MSPDLast update: 2/9/2010 8:16:46 AM
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   9-Feb-10 09:21 am
 
4.  Re: Mindspeed just got downgraded at Briefing.com 
looks like an upgrade to me..any links?
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   9-Feb-10 09:10 am
 
5.  Re: This is Crisis Mgmt and 
very possible..think most would agree analysts know Sonus has issues..and the price reflects it.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Sonus Networks, Inc. (SONS)
  kell5208   9-Feb-10 09:07 am
 
6.  This is Crisis Mgmt and 
nothing else. CFO doesn't leave w/o a transition before YE cc. You don't make interim appointments and promotions effective "immediately". There is a crisis going on inside Sonus. Whether that's...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Sonus Networks, Inc. (SONS)
  kell5208   8-Feb-10 10:41 pm
 
7.  Re: SONS and APKT? WTF? 
So funny how this deal made so much sense when APKT was around $25-$27 mil a qtr and Sonus was doing $70-$90 mil a qtr...now it makes no sense? They are in same state/city..they can...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Sonus Networks, Inc. (SONS)
  kell5208   5-Feb-10 07:50 am
 
8.  Re: apkt management 
Don't know if anyone remembers the Andrew Schmidt blog where he posted Sonus was a VoIP 1.0 and APKT was VoIP 2.0. The future remains to be seen..but at least in the short term...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Acme Packet, Inc. (APKT)
  kell5208   4-Feb-10 11:27 am
 
9.  Re: Where is everyone? 
Guideance of full year '10 rev of $350 is very conservative (they have it booked). Non-Gaap eps of $2.30 will grow unless the bottom falls out of the market. PE of 20 = $46 PE of 30 = $57.50 They have set the bar pretty...
Business & Finance > Investments > Stocks (A to Z) > Stocks N  >  NetLogic Microsystems, In (NETL)
  kell5208   3-Feb-10 07:13 am
 
10.  Re: Now everybody knows what a HYPE & HOT AIR FUELED.... 
Crapper...what are u talking about..there's nobody here anymore. Most longs are gone. I don't see anybody pumping anymore. Yet you uncontrollable rant on and on and on. Give it up man...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Sonus Networks, Inc. (SONS)
  kell5208   29-Jan-10 04:03 pm
 
11.  Re: GREAT BUYING CHANCE RIGHT HERE 
well done
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   28-Jan-10 02:08 pm
 
12.  Re: Technical Analysis 
so many people use it because it does work much of the time. Its why you have to use it in conjunction w/ fundamentals etc... this think was a classic H&S formation...target $1.50. classic forms of buy...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Microvision, Inc. (MVIS)
  kell5208   28-Jan-10 06:37 am
 
13.  Good &&&39;s...great cash flow 
75%+ margins..gin that cash. $.28/sh non-gaap..heck if flat eps for the year at a 20 multiple that's $22.40...growing EPS..this should be $25 today.
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mellanox Technologies, Ltd. (MLNX)
  kell5208   27-Jan-10 04:23 pm
 
14.  Re: MSPD: OVER BOUGHT: 
all good moves require consolidation..no issue goes straight up. 2010 eps estimates of $.46 to $.50 w/ 15 PE...is $7.50. Another qtr and fwd eps is $.70, then $1.00...so looking...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   27-Jan-10 03:28 pm
 
15.  Re: Pot Committed.. 
MA...thanks for all your input...it has been appreciated by many..took my losses a couple years ago after BT blow up. It's funny..but with all the...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Sonus Networks, Inc. (SONS)
  kell5208   27-Jan-10 10:51 am
 
16.  Re: at least 
We'll need major help one of two things: - market has to bounce back..which doesn't look likely given last week and the fact that almost every issue has sold off it's highs...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   25-Jan-10 07:23 am
 
17.  Re: numbers out now 
Appreciate ur thoughts...many semis are posting solid #'s mostly as inventory replenishment is taking place. Telecom demand is still pretty poor. Overhang for MSPD...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   13-Jan-10 11:20 am
 
18.  Re: Both forecasts are above analysts&&39; expectations. 
only a couple reasons you issue this morning ahead of analyst conference..what you communicate to one, must be communicated to all in some type of PR. 2ndly..they'll likely address the china issue.."slowing...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   13-Jan-10 10:57 am
 
19.  Re: numbers out now 
Good but not great on top-line. 4 major points: - Rev at high end or range $37 mil - GM 63+% - Non-Gaap EPS $.07 (highest in Co history) - China rev from MSA continues to grow have to see how the mkt...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Mindspeed Technologies Inc.
  kell5208   13-Jan-10 06:17 am
 
20.  Re: Goldman upgrade to buy 
selling into this upgrade is very telling...correction to come before earnings parade...continued direction dictated on earnings. but next few weeks..not...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aruba Networks, Inc. (ARUN)
  kell5208   12-Jan-10 07:09 am
 

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