Investment

» Jas_Jain - Here we go!!

In response to Here we go!! posted by davey52:

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"Here we go!!"

To Suckers' Ally?!!

Kirk wins the popularity contest hands down. With all the suckers and groupies on Suite 101 "invetsment."

Who are really profiting from a Scam like carcass? The Crooks, aka insiders. But they need the help of bubble-meisters like Kirk to lead suckers into the Scam.

Jas

-- posted by Jas_Jain

» davey52 - Here we go!!

In response to Here we go!! posted by Jas_Jain:

Good luck to you also:) Hope your making some money today to.

-- posted by davey52

» lcha - Here we go!!

In response to Here we go!! posted by Jas_Jain:

Well Kirk, he has thrown down the gauntlet to you sir. He has publicly called you a bubble-Meister. Back in the early days of investing slanderous words like that would require a duel to keep your good name intact. In 1879 Sir Richard Horsedoo referred to Charles Lumpsum as a bubble-Jockey. In 1927 Ben Broke shouted "bubble Czar" at S.B Prime on the trading floor. The former taunt ended in a right flogging of Horsedoo while the latter taunt resulted in a sound thumping of Mr. Broke.

We await your response...

-- posted by lcha

» davey52 - Carrier Access Earnings Conference Call (Q1 2007)

In response to Carrier Access Earnings Conference Call (Q1 2007) posted by Kirk:

I've got to run myself Kirk. We"ll be able to get a read somewhere later this evening I think.

-- posted by davey52

» hickfish - Carrier Access Earnings Conference Call (Q1 2007)

In response to Carrier Access Earnings Conference Call (Q1 2007) posted by Kirk:

I listened to the tape last night. Forgive me if I miss something, my notes are not with me. However, here are a couple things I thought were interesting.

- Look for Qtr 2 to be a loser too. They may even need to take up to another $1million charge relating to the mangrove purchase (which was heavily focused on during the conference BTW).

- They maintain they will have a profitable model by year end and could return to profitablility by Qtr 3. (They played down the fact that sales for Qtr 1 were down 61% Y-O-Y, when the made $63,000 profit or $0.0/share. Sales would probably need to more than quintuple the present level at current margins each quarter in order to turn this profit).

- Reducing number of R&D facilities to 3 for better efficency, but increasing head counts.

- Inventories are running high.

- Focusing a lot on international growth

A guy from Credit Suisse hammered them with questions about their business and competition. One reply included a comment that Cingular and T-Mobile represent only about 6% of total world potential. When asked about what competitors are taking the lead a relatively evasive answer came about that they are the innovators and that they are not losing business to other companies, rather their customers just haven't yet taken advantage of their offerings.

One positive comment, that I believe came from Koenig, was he asked anyone to look at the Korean market which has a very high demand for wireless access and useage. He indicated that applying that type of demand accross other markets should dramtically increase opportunities for CACS. That would be a nice if, if it transpires.

I can't remember for sure, but a long time ago I thought I saw mention of CACS doing a lot of government contracts. It was indicated that only 1% of total revenues in Q1 were from the government.

It looks like they are just short of actual sales execution. Perhaps some of the big hitters from the industry that they recently hired will help.

Got my fingers crossed.

-- posted by hickfish

» davey52 - Carrier Access Earnings Conference Call (Q1 2007)

In response to Carrier Access Earnings Conference Call (Q1 2007) posted by hickfish:

Thanks for the read hickfish; As Kirk eluded to, Apple. All they had to say is something like, " Hey, I'll have a bite of that apple". Are you seeing Apple's earnings. Geezz. Thanks:)

-- posted by davey52

» hickfish - Carrier Access Earnings Conference Call (Q1 2007)

In response to Carrier Access Earnings Conference Call (Q1 2007) posted by davey52:

No mention of any fruit whatsoever.

I have a feeling that perhaps the iphone may bring little or no benefit. I read a Forbes article about Whittaker (ATT CEO) a month or so back. I got a distinct impression that capital spending is not very high on his list of priorities. I hope I am wrong.

-- posted by hickfish

» hickfish - Carrier Access Earnings Conference Call (Q1 2007)

In response to Carrier Access Earnings Conference Call (Q1 2007) posted by hickfish:

This was timely. Let's see what happens. The new guy looks like he is more into wireless.

AT&T CEO Steps Aside

COO Stephenson to Succeed Whitacre in Top Job

By DIONNE SEARCEY, The Wall Street Journal

Edward Whitacre, chief executive and chairman of AT&T Inc. announced his retirement today at an annual meeting of shareholders. Randall Stephenson, chief operating officer, will take his place.
Mr. Whitacre will step down on June 3. He has been at the company for his entire career, starting in the field in 1963. He has presided over numerous acquisitions making AT&T the largest telecommunications company in the world by market capitalization.
His contract ran through April 2008; he turned 65 in November. Mr. Whitacre's retirement package has been estimated at $158.5 million.

Born in Ennis, Texas, Mr. Whitacre earned a bachelor's degree in industrial engineering at Texas Tech University. He worked in Southwestern Bell's offices in Texas, Arkansas and Kansas until 1982 when he was named head of the company's Kansas division. Six years later he became chief operating officer and in 1990 was named CEO of the company, then called SBC Communications Inc.

Mr. Stephenson holds a master's degree in accounting from the University of Oklahoma. He has been at AT&T for the past 25 years mainly overseeing telecom finances and became COO in 2001. He has pushed the company to become more deeply involved in wireless as well as bolster its ties to Hollywood for content deals for AT&T's new television service. His forthcoming style has made him popular with analysts and the executive team at AT&T.

-- posted by hickfish

» crjim - Stock slide....

Anyone have a take on the stock price over the last week. We're now close to trading at cash value. I have my doubts about this management team getting this ship righted at this point. I think they need to get their act together on the sales side for there to be any improvement, though they have lost a fair amount of confidence in their shareholders and investors at this point.

-- posted by crjim

» Jas_Jain - Stock slide....

In response to Stock slide.... posted by crjim:

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I am sorry if some people are offended but this is a perfect suckers' Scam.

There is another example I know well because a doctor friend of mine has been holding it is KOOL. This doctor thinks that he knows something about their blood freezing (or some such thing) technology, blah blah blah. It has been many years and the scam is trading close to 52-W and multi year lows.

Only the management benefits from these companies. These are perfect sucker's Scams. Never hold a penny Scam (anything below $5) for more than few days and only for short-term trade. The so-called technology is merely to suck people into these Scams. Suckers just need a story and hope. And they get sucked right in.

Jas
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Kirk Here: On May 17th, 2007 CACS closed at $3.85, the low of the year so far.
http://finance.yahoo.com/q/hp?s=CACS&a=0...
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-- posted by Jas_Jain