What ever happened to Kazaa/Atrinsic?

April 19, 2012

We met with Atrin­sic $ATRN in 2011 after they attracted atten­tion by acquir­ing music prop­erty Kazaa late in 2010. Back then the shares were trad­ing in the $3-range ver­sus the cur­rent $0.08. At the time com­pany was work­ing on adding to the senior man­age­ment team and board at the same time they were hop­ing to secure […]

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SYMC">Slumbering Symantec $SYMC

April 10, 2012

There feels like there is a dis­con­nect between all the activ­ity and dis­rup­tion in the infor­ma­tion secu­rity sec­tor and Syman­tec which has been qui­etly sit­ting on the side­lines. $SYMC shares have been trend­ing steadily down for the last seven years. But infor­ma­tion secu­rity and stor­age have been red hot the last year or two. Even the […]

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QPSA! rebrands as WHAT?">Quepasa QPSA! rebrands as WHAT?

April 3, 2012

For rea­sons we can’t begin to grasp Quepasa held a con­fer­ence call and pre­sen­ta­tion for ana­lysts and investors today to “unveil” their rebrand­ing strat­egy. We admit that we are new to the story but from a dis­tance the old story at least made some sense. Span­ish speak­ing peo­ple are a big seg­ment of the world […]

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VRNG?">What is going on with Vringo $VRNG?

April 3, 2012

We’ve known and fol­lowed some of the goings on at Vringo since late 2009 when we get inter­ested in their video ring­tones busi­ness as a poten­tial avenue for auto­mat­i­cally gen­er­ated 3D pic­tures. The idea may have been far out but we liked what they were doing with more dynamic and richer con­tent deliv­ery in the […]

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CIDM) Q3 F2011 Report Comments">Cinedigm (CIDM) Q3 F2011 Report Comments

February 8, 2011

Cinedigm reported its Q3 Fis­cal 2011 quar­ter ended Decem­ber 31, 2010 this morn­ing. The num­bers were pretty much all as expected. The press release has all the spe­cific details. In sum­mary, they reported just over $21M in rev­enues (up 7% YoY), $12.9M Adjusted EBITDA and a large GAAP loss, owing to major depre­ci­a­tion and interest […]

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Tesla: Great Speed, Limited Range

June 29, 2010

Tesla stock is off to the races today with a very suc­cess­ful IPO. An expanded num­ber of 13 mil­lion shares were priced above the range at $17 last night. Of course we have seen this race before — quite recently, with A123 Sys­tems (AONE — $9.82), which traded into the low-$20’s before even­tu­ally falling back […]

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Too big to be smart: Citi makes sure their stock is dead money.

December 17, 2009

The news is sim­ple, in a rush to raise cap­i­tal and reduce gov­ern­ment con­trol (to pay higher com­pen­sa­tion) Citibank priced an offer­ing “in the hole” as they say and in the process spooked the trea­sury out of sell­ing their 34% stake. We’ve seen most of the informed com­men­tary that sug­gest the entire episode was “pathetic” and […]

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The Nvidia Story Update

October 2, 2009

Nvidia stock has been quite a roller coaster this year since we pub­lished our orig­i­nal research report on Jan­u­ary 29th. At the time we noted that the growth in 1) mobile com­put­ing, 2) visu­al­iza­tion and 3) higher end pro­cess­ing all fed directly into the growth prospects for Nvidia. Since then we have seen the company […]

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Is Oracle going to turn Sun into SaaS?

May 5, 2009

At first we viewed the Ora­cle acqui­si­tion of Sun as a purely defen­sive move with the value being more in IBM not hav­ing it than Ora­cle enjoy­ing it. How­ever now it appears that Ora­cle is com­ing around to address­ing the SaaS mar­ket more directly (over their own stren­u­ous objec­tions from the recent past.)  Some ele­ments of […]

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Has the “call of the year” already been made?

April 3, 2009

We didn’t make it. (But we did amplify it here on Feb­ru­ary 24th.) The points made by GaveKal in Feb­ru­ary for tech­nol­ogy shares lead­ing the mar­ket were indeed com­pelling and the past month of mar­ket action has been noth­ing short of spec­tac­u­lar. Tech­nol­ogy com­pa­nies are cash-rich as a group, offer a cheap call option on global […]

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