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Messages - laker2000

#1
Noted today on cnbc that the fcc said under current rules a merger between xm and sirius would not be allowed...so to the moon alice...
#2
Ont upgraded!!



Wednesday, January 17, 2007

Calls of Note Part 2
ThinkEquity is positive on On2 Technologies (AMEX:ONT) saying the shares have retreated roughly 20% after a solid run up into the Consumer Electronics Show (CES). However, they believe 2007 is shaping up to be different than previous years, when ONT stock has fallen and remained out of favor (post-CES) in accordance with static financial results. Based on conversations with several industry contacts at CES, the firm believes that On2's sales pipeline is building better than their previously expected, giving them confidence to raise both their estimates and price target, as well as move up their breakeven estimate to 1Q'07. Firm reiterates On2 as their top pick for 2007.

According to checks, they believe that On2's pipeline is shaping up to outperform expectations. More promising, in firm's view, is that the company is also seeing an uptick relative to its average licensing deal, which they believe ranges from $60,000 to $100,000. This, coupled with a shift to a growing number of royalty or residual-based transaction structures, gives them increased confidence in the company's ability to outperform estimates.

Price tgt is raised to $1.70 from $1.40.
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#3
In that case it wouldn't initially be good news for ont....I read abit about microsoft...they will be a mega contender...also about divx.....an expensive small reasonably floated co....I'm sure ont will get it's foothold so even though I sold some with the same thought you had I keep a core holding just in case....I'll be reloading at the next level for  sure....have a good one
#4
Stock Picking / Re: AUY an ambitious GOLD stock
January 12, 2007, 03:28:20 PM
sorry...auy in the states is yahmana gold...diff stock here.....okay...yahama...again a well liked stock expected to grow by aquisition...widely held here in canada....targets are 15-18 can..currently...again will go up with gold ...and down with gold.......stock did get away abit and if pog goes to $580 which is somewhat expected it will correct along with it....the others I mentioned...the symbols are canadian so you will have to look up if ther trade on a us exc....I know kinross is kgc...anyhow sorry about the mis recognition of thesymbol... I forget I'm on a us bb....
#5
Stock Picking / Re: AUY an ambitious GOLD stock
January 12, 2007, 03:21:49 PM
auy is a talked about stock up north here...it has a major discovery and the analysts that hold it in canada have a $50 can. target.....other junior plays that will have increasing production are eldorado..eld....iamgold..img..and kinross...k.......there are many juniors that are in production but there runs will lag....kinross in particular should follow the pog........I hold them all except auy...and thats only because I missed that big run and have a hard time paying that much..but it is a well liked stock and will follow gold
#6
no offence taken, I'll stick to ont only on this board....the following article is interesting.if Siri and xmsr merged...ont would automatically be in bed with siri...unless siri was the buyer and had its own thing going on..anyhow it would be interesting, the extra exposure for ont would be tremendous....

January 12, 2007
Merger Talk Fuels Sirius Radio, XM Satellite
According to the Dow Jones Newswires, Oppenheimer's Thomas Eagan believes that investors tracking the satellite radio stocks Sirius Satellite Radio Inc. (NASDAQ: SIRI) and XM Satellite Radio Holdings Inc. (NASDAQ: XMSR) should wait for a pullback before jumping in and buying shares based on merger speculation. "We do not expect that XMSR management's appetite (or lack thereof) for a merger has increased in recent months," adding that "at first glance, we are somewhat suspect of significant near-term savings." Yet, this contradicts Stifel Nicolaus analyst Kit Spring who believes it makes too much sense for Sirius not to try and make a deal with XM Satellite. The analyst noted that "a 50/50 enterprise value split or perhaps a slight premium to XM shareholders may be warranted in a merger scenario." Shares of the two satellite radio companies are both higher by 4.70% in heavy afternoon trading. As the analysts face off, voice your opinion and we'll feature your comments in a future article evaluating the benefits and disadvantages of a merger
#7
Stock Picking / Re: OBAS- Optibase Ltd.
January 12, 2007, 01:18:56 PM
I'm a holder of obas boatguy...sadly quite abit higher...but holding on, as you say an iptv play...and this area is just starting to get wound up...they just bought another co, I believe in video but haven;t read the release yet..anyhow..it's a long hold and most likely will see much higher this year....
#8
bjc...re the paragraphs....prob. is I type 2 fingers really fast between watching my charts and find it easier to put a bunch of dots after my thought....get in and get out...anyhow speed and not proper english is what I do...but I'll try and slow abit...I know my stuff is hard to read...others have mentioned it...but haven;t been able to break the habit...as you can see I just did it again....anyhow this...is a break in info or a pause...to consider..lol...maybe I'll start with spellcheck first..another bad habit..I always miss keys or hit the wrong ones....typing is a must not a love.....
#9
singles=signals...lol
#10
my one concern on neng currently is the vol...that weekly ...currently hammer/dogi may be voided and it sinks abit further....anyhow...it's both a long a st play for me so I accept what ever it offers...and am hoping that singles a bottom and not a continuence of further downside
#11
ont...poss to do 1.32?...anyhow sold some on this jump...it may move to retest the 1.10 mentioned by melf earlier....it's got legs but short ones..lol
#12
sorry don't mean to flood the board with my stocks...but if you guys look at neng...I hold alrady from under 2....but the pattern has a hammer or at least at this point...I see it tracks a prev spike...that shoul lead it to the 3.25..or poss 3.25+ area...I'm looking or thinking it starts  the move from this hammer next week wth an initial spike that sells off and followed by a nice move...any thoughts on this one....security app. for main frams....looks like a turnaround story....slowy but surely...the lt chart looks like it's climbing the wall of worry
#13
zhne is another I'm watching for lon and short plays....again video.....itlooks like a triple bottom at a buck and then a run that now cons....poss dip to 1.24 area could be what it needs and then the move up begins....vol still enimic but someone is plucking away .....so watching close....hey ont hit 1.27...
#14
again thks...I saw the break late on hilt and thought the run would be limited to the weekly by the down slope on the tops...take that out and it could fly....seems it was running on presumption of good earnings.....I;m going long on a pull if earnings are good
#15
Thks..spelling and all...lol...eag broke the dt line on the dail and weekly yesterday...but prob has to retest it..so strenght may not be there yet