HAUP

[hauppycamper]

REPLAY TV DEAL COULD SEND HAUP TO DOUBLE DIGITS IS A HURRY....

Last week's furious HAUP rally could accelerate as details of the Replay TV and other OEM deals become clearer highlighting the huge potential packed on this little giant.

http://stockcharts.com/gallery/?haup


HAUP's deal with ReplayTV could be a big deal....and it appears that it is also a BIG DEAL for D&M Holdings, a japanese multi-billion dollar conglomerate that owns Replay TV. D&M focuses on the home media/entertainment segment.. D&M owns industry flagships such as Denon, Marantz, McIntosh, Boston Acoustics, Snell Acoustics, Escient, and Replay TV.

Replay TV is a big part of D&M current and future growth plans. So much so that D&M mentions Replay TV, and Hauppauge Digital, on page 34 entitled "Growth Opportunity" of its 58-page November 16, 2006 "FY2006 Interim Financial Results." Why would D&M mention this opportunity if it did not mean some serious growth potential?

Here is the link for D&M's PowerPoint presentation....look for "Latest Presentations" in the middle of the page.

http://www.dm-holdings.com/eng/ir/

Now take a look at Replay TV's website....look for the title "How do I Control it?".....and you'll see Hauppauge's name prominently displayed.

http://www.replaytv.com/tv_on_my_pc.asp


As it does every year at this time of the year, HAUP (Hauppauge Digital, Inc.), is starting a rally that usually lasts until February (see chart above):

This year HAUP started to go up sooner than usual because of stronger than expected 3Q 2006 results. The uptrend was temporarily broken, but last week it regained most of what was lost on relatively high volume.


Expected HAUP catalysts for the next few weeks besides the Replay TV bonus:

* HAUP usually unveils several new products at this time of the year. The CEO already said that will release several new products in coming days/weeks. A product release a year ago lifted the stock 45%.

* 4Q 2006 and FY 2006 earnings to be released in December will show a 20 - 30% year over year revenue increase per CEO's comments last month during the annual meeting. Net income reported for the first 9 months of 2006 is 25c/share, almost doubling the 14c/share reported for all of 2005.

* HAUP usually goes up big during the Consumer Electronics Show held yearly in early January in Las Vegas, Nevada.

* HAUP reports its biggest quarter of the year in February. The first quarter of every year reflects Holiday sales. This year the company expects strong sales of some of its key products.


Interestingly, on 11/20 CEO Plotkin filed that he has acquired 200,000 HAUP shares at $4.96. He now owns 958,000 HAUP shares....or about 10% of all outstanding shares.


This year HAUP is stronger that ever:

- Highest revenue and net income in company history for first 9 months of 2006. Revenues of $76M in 9 months compared to $78M the previous year. Nine month net income of 25c/share compared to 14c/share for the previous year.

- 90c/share cash

- Zero long term debt

- Strong and diverse array of quality products gaining market share worldwide thanks to the simultaneous boom of HDTV, broadband usage, and computer power.

- Strong already in the US and Europe. Gaining market share in the lucrative China/Asia market

- Many recent OEM deals with quality companies like Microsoft, etc.

Even after last week's gain, HAUP is only trading at an undervalued P/S ratio of 0.6......Projected 2006 revenues of $90M+ and less than $60M market cap!!!!


Last month Kenneth Plotkin, the Company's Chairman of the Board, Chief Executive Officer, President and Chief Operating Officer said that the Company expected net sales in excess of $90 Million for the fiscal year ended September 30, 2006. He also said that based on certain sales channel market information currently available to the Company, sales of the Company's WinTV-HVR 950 hybrid video recorder product were expected to be relatively strong for the upcoming holiday season. As a reference, revenues for 2005 were $78M.

The Hauppauge WinTV HVR 950 is a small, compact USB device that is capable of viewing and recording both SD and HD TV. The HVR 950 is that it is a self powered USB device. It does not need an external power source to operate, and also comes with a small TV Antenna that is capable of receiving SD (NTSC) and HD (ATSC) over-the-air signals. It is also capable of receiving other NTSC signals, which allows one to view the cable at one's residence.

In the most recent 10Q, the company stated: .."Our R&D departments in New York and Taiwan have been teaming together to deliver an impressive series of new products, including two new multimode TV tuners, the triple TV format WinTV-HVR-3000 and the quadruple TV format WinTV-HVR-4000. The WinTV-HVR-4000 is Hauppauge's first product with high-definition satellite TV reception. In addition, two new dual tuner digital TV receivers, the WinTV-NOVA-T-500 and the new WinTV-NOVA-T-USB2 diversity digital TV receiver, were introduced. Together, the R&D team is scheduled to introduce 20 new products in fiscal 2006."


Always do your DD and invest at your own risk.

[Melf Elf]

Monzoni007,

Each member is permitted to post under one name only, so "Hauppycamper" has been banned, and you are on probation for pumping HAUP under two names.

Your posts on HAUP aren't without merit, but you make statements that show signs of "pumping" the stock, which isn't permitted at 3SOF.  For example:

As it does every year at this time of the year, HAUP (Hauppauge Digital, Inc.), is starting a rally that usually lasts until February (see chart above):

That clearly is inaccurate.

The past two years, the "Pump Phase" lasted only until December 21, 2004, and December 22, 2005, well ahead of February.  HAUP then entered the "Dump Phase," and went down roughly 50% on both occasions.

You either are pumping and hyping this stock, or you don't know how to look at a chart.  The fact that you created another screen name to post on this stock leads me to conclude the former.  If you continue to pump this or any other stock, you will be banned from 3SOF.

WARNING TO 3SOF MEMBERS:

HAUP, like other "Pump and Dump" stocks, has some nice runs to the upside, but also some big downside when the "Pump Phase" ends.  This is a very illiquid stock: 30-day average volume only is 59,000 shares.  Normally, when you want out of these stocks during the "Dump Phase," you get whacked on the spread between the Bid and Ask.

Be very careful playing these illiquid issues.

[rayongthai]

I am adding a bunch under $5.  I expect HAUP to be trading between $10 and $20 in 2007.

HAUP is growing profitably by leaps and bounds. Do your DD....i am sure that you will agree with me

[rayongthai]

I don't know much about technical analysis but this chart sure looks purdy.

http://stockcharts.com/charts/gallery.html?haup

[rayongthai]

Fireworks season starts next week for HAUP.

[rayongthai]

Great surprise earnings today. 1st 4Q profit in company history. 4Q is the weakest quarter for HAUP.  This is the second surprise in a row and that's why i believe that investors are finally realizing that HAUP has finally turned the corner and that we should expect profits every quarter.


HAUP's strongest quarter (1Q) will be reported in February. That one will break all previous records revenue and incomewise.

My estimates:

1Q 2007 revenues: $30 - $40M

1Q 2007 Net Income: 25 - 30c/share

FY 2007 revenues: $110 - $130M

FY 2007 net income: 50 - 60c/share


With this type pf growth, HAUP should go from a P/S of 0.7 to a more reasonable value of 2 for a profitable and growing company with a niche in a growing technological area......and having a strong balance sheet and low float.

My 2007 target: $20+ by summer 2007

[Michael]

Hmmmm... Much to my surprise I actually like this stock. Kind of reminds me about DivX.

The financials looks interesting and the chart as well.

This might be a pump and dump in which case I am the garbage can because I have just put a very generous offer in the market.

[rayongthai]

 

[rayongthai]

Hmmmm... Much to my surprise I actually like this stock. Kind of reminds me about DivX.

The financials looks interesting and the chart as well.

Michael,

Thank you very much for the chart.

[rayongthai]

My guess is that HAUP will rally like it did in early 2004 when it went over $10.

The big difference is that this time it will likely stay above $10 because it has the fundamentals to support higher valuations and it's growing profitably at a very healthy rate

[texcruz]

Newbie here. I saw a reference to this site at the Yahoo HAUP board. The post mentioned that a threat started by David Randolph contains excellent DD on this company. I tried to access that post by my request was denied. What do I need to do to be able to get in that section? Is it my browser that is not compatible? What is it??.....TIA for your help.

I also appreciate the info provided in this thread because I am planning on investing on HAUP on behalf of my investment club. We plan on buying 20K shares on Tuesday.

Happy Holidays to everyone here.

[rayongthai]

I think you have to pay to get there. I am considering becoming a premium member to get access to that section.

[rayongthai]

This chart says that the short and long term trends are either bullish or very bullish and that the next resistance is $7.28.

http://www.stockta.com/cgi-bin/analysis.pl?symb=HAUP&num1=3&cobrand=&mode=stock

[kpunarc]

I think you have to pay to get there. I am considering becoming a premium member to get access to that section.

rayongthai...you were a premium member and you got kicked out for pumping and using duped names. you should probably just chill out...

[rayongthai]

Kpurnarc........Mind your own bizz amigo. Have a great 2007.