Thanks Peter, Some of the names you mention are already current customers, right? SUNW, MOT, LU, IBM, though LU is not at the bottom of their PR's it was listed as a customer in one of their employment opportunities on their web page. Couldn't these companies currently be "OEMing" for INPH, like the IBM links you provided?
My thoughts for Q4 are that the numbers will not be that great, they just want to close out a bad year and move on. They certainly will not pull rev. from Q1 into Q4 to make it look better. I think they will be doing road shows in Q3 to get coverage (probably do a secondary to increase the float and get some more money for R+D and acquisitions) and to do that Q1 will have to be great, and Q2 will have to be explosive!! I look for FC to ramp in a big way in Q1, with BB kicking in in earnest in Q2. You probably saw Kovacs e-mail on yahoo. What do you think?
I have been in (and occasionally out of) INPH for about a year, though never really made any money. I rode it into the 40's patting myself on the back and waiting for the 60's only to sell in the low 20's to break even. I have learned the hard way not to put this one on margin!! In the last month I made money on EFNT, CFLO, and INKT and on Friday sold those and rolled it into INPH. I'm not going to try and trade it this time :) I am curious though, how long have you owned INPH and do you ever trade it? Even though this time I'm telling myself to keep it for 3 years, I'm not sure if it hit 40 in 6 months that I wouldn't sell some of it.
Thanks again for the info and your thoughts. |
