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Looking out for The Few
at 2007-02-06 15:26:19
On February 8th the Board of Directors of EXTR approved an Executive Change in Control Severance Plan. The filing with the SEC was made yesterday right after the close of market. What this severance plan entails is a nice pay out for the executives and certain VPs upon change in control of EXTR. The board does not plan to do anything specific for the ordinary shareholders except for "maximizing
Royalty King- Qualcomm
at 2007-02-06 15:26:19
QCOM most probably just won the CDMA chipset game as NOK and Sanyo announced to merge their respective CDMA handsets businesses into a joint-venture. NOK/Sanyo JV would hold the #2 position in CDMA handsets after LG, putting Samsung in #3 position. This could be the last nail in coffin for the non-QCOM CDMA chipset consortium. NOK will most probably end up utilizing QCOM part as is the case with
It's just quiet out west
at 2007-02-06 15:26:19
I haven' t posted in a while since I have not found anything worthwhile to discuss. There was the OFC last week, which got Cramer's blood pumping and so did all the optics stocks. Even the ones that have nothing to do with enterprise strength seen by FNSR. What does AVNX has that is similar to FNSR product portfolio is beyond me and I have been covering optics before optics were hot (literally).
Money call from one of Wall St. Finest
at 2007-02-06 15:26:19
RDWR lowered guidance on Sunday April 2nd but the stock was already down almost 13% on Friday March 31st. Call me naive, but you think maybe someone knew? The money call from one of Wall St. Finest Stanley Kovler was made on Friday; he published that he expects company to miss due to sales team transition in U.S, exactly the same reason given by RDWR in its press release. Was Stanley typing the
Chalk one up on the Win column
at 2007-02-06 15:26:19
EXTR pre-announced a miss today after the close. Company blamed weakness in U.S and Japan for the miss. Like I said few days back, I would stay away from EXTR. The company has been in internal ups and downs and from what I can gather it is not smooth sailing yet. I believe the weakness in U.S. and Japan was due to these internal issues not due to any broad market weakness. FDRY I believe is having
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