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Technology Stocks : Sonic Solutions (SNIC)

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To: dvdw© who wrote (488)2/3/2004 3:39:33 PM
From: dvdw©  Read Replies (2) of 553
 
Yahoo Post Part 2 from someone in the KNOW:
And that's not the GOOD news. The whole point of going to the Internet for anything, is to get some audience of DVDs to give up their credit card number and buy stuff. THAT BLOWS AWAY the set-top box and its "play-only" for only movies. If you own the tech and tools to get billions of dvds to hook into Joey Beercan's credit cards, NOW your talkin some REAL GOLD. THAT WAS THE PROFIT INCENTIVE THAT GOT INTERACTUAL GOING IN THE FIRST PLACE.

Interactual could not tap their potential (they got to the whorelywood pukes for a few high volume expensive movies, but that's not where the the next generation of content demand will come from). For Interactual to squeeze ALL the profits they can out of their RECENTLY issued patents, they NEEDED Sonic's operations as much as Sonic could benefit from more profit generating tools.

So, you dudes will have to be F-ing stupid to let ANYBODY take your shared before April or May (based on this acquistion alone) and it all gets even better late this year). It's NOT a piggy thing or a demo of greed for you to hang on until this sucker blows right past $30.
I am telling that to all my friends, relatives and passers-by. The potential to bump up the guidance for sales for NEXT quarter could scare you, but ol Bobby will probably speak softly tonight knowing he just bought the biggest stick EVER... AND HE WILL NOT TELL YOU ALL THE DETAILS, SO FORGET IT. And I simply love it that ROXI and IVII and SNIC are all reporting in the same window of Anal-alysis NOTHING, repeat NOTHING that ROXI and IVII can say, or do, in their CCs, can equal the cash flow implications of hooking Interactual into SONIC. IT should have happened a LONG time ago. But NOW, me and my KA have a complete pair of shoes to run with... YAAAAAHHHOOOOOO

Now for direct answers: Tahoe: this is more than Accretive, over the year, its a flood of income. PIZ: this is a bigger boot to drop than the MSFT deal way back when. Believe it. CATT: Again, your feline brain is going to feed your family. YES, this dramatically opens NEW applications and market boundaries. Black Helicopter Oswald:Gates is NOT running SNIC. I would say now with confidence, SNIC is now playing MSFT like a fiddle. Taylor knows how they thinks, and is giving them what they want. Biglam: Guidance in Next quarter will be SERIOUSLY up. go to the bank with that. BillyGoat: Yes, if I had the coin, I too would stock up before and AFTER the CC (on dips). Remoose: CC WILL be strong, don't listen to what Doris SAYS about numbers, listen to his level of confidence as an executive with a $500 million dollar cap. Fool: The Interactual Internet means SNIC now has hooks to a lot more cash. So, don't sell a share. Pingbag: hope this puts things in perspective. Grimey: This acquisition is soooo good, I am going to open that bottle of fine adult beverage tonight, just as Doris should, based on what the market reaction SHOULD be tomorrow. Let's hope the market is not sleeping at the switch.
Bluedog: Because this has been in the works for some time, and the shoe dropped hours before a CC, its too soon to put real numbers on Guidance especially since this was a privately held company with hooks into Hollywood. But take my word for it tonight, this is a cash cow with ten tits situation.

And FOOL: certainly wish every other long will have the same attitude to not sell anything yet, no matter what is said at the CC. This investment is now ROCK SOLID... Ham and Cheese... Jackson and Timberlake... yeeehaa.

and a final to Bobby Doris... Congrats young man... If you have any favors to ask of Da Godfather, you can step to the "head" of the line... :-)



Posted as a reply to: Msg 75844 by dvdrws_godfather
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