Over the last few weeks, I have written about what a wonderful job Tom Stallings and his management team have done at Easylink. Minutes ago, Opentext $OTEX agreed to acquire Easylink for $7.25 in cash. Opentext missed earnings expectations but did underpay for Easylink. I feel the company is worth more, but Tom Stallings isn't getting any younger and stockholders have been frustrated with the lack of stock performance even though the company has done a very good job.
Congratulations Tom and thank you for making me 25% return in a very short period.
jWells
Tuesday, May 1, 2012
Monday, April 30, 2012
Towerstream $TWER Carrier Speculation
I've gotten some feedback recently on who the carrier is that has signed a data offload deal with Tstream. Could it be China Mobile?
I have written in the recent past about the developing carrier contract tstream has inked. I have speculated that the deal is with Sprint but through Clearwire's wholesale offering. But, I have some additional thoughts that instead of Sprint, the carrier maybe China Mobile.
We know from recent announcements that Cleawire and China Mobile have been working on a US offering. Using Clearwire for its wholesale offering makes since as I doubt China Mobile would be allowed to build out a network in the US. But they would be allowed to use Clearwires wholesale offering and because Clearwire and Towerstream's networks are built with the same products, I think this might be a distinct possibility.
If China Mobile does offer cell service and phones in the US, then it makes sense to do it in the most populated areas of the US. Because the offering would likely be a very low cost one, volume would be needed to drive the kind of profits to make a difference for China Mobile to consider it. This is an interesting and logical choice.
jWells
Article back in September of last year.
http://usa.chinadaily.com.cn/us/2011-09/15/content_13699026.htm
I have written in the recent past about the developing carrier contract tstream has inked. I have speculated that the deal is with Sprint but through Clearwire's wholesale offering. But, I have some additional thoughts that instead of Sprint, the carrier maybe China Mobile.
We know from recent announcements that Cleawire and China Mobile have been working on a US offering. Using Clearwire for its wholesale offering makes since as I doubt China Mobile would be allowed to build out a network in the US. But they would be allowed to use Clearwires wholesale offering and because Clearwire and Towerstream's networks are built with the same products, I think this might be a distinct possibility.
If China Mobile does offer cell service and phones in the US, then it makes sense to do it in the most populated areas of the US. Because the offering would likely be a very low cost one, volume would be needed to drive the kind of profits to make a difference for China Mobile to consider it. This is an interesting and logical choice.
jWells
Article back in September of last year.
http://usa.chinadaily.com.cn/us/2011-09/15/content_13699026.htm
Falconstor $FALC Falcon and the Stor man
Falconstor is a Cloud/DataCenter/Storage/Security Play. Basically, Falconstor was once a darling of tech. They own technology that is one of a kind. For example, suppose a datacenter operator wants to reduce its cost by changing its service/storage vendors from EMC to Dell. To do this is an enourmous and dangerous task. But, Falconstor's products not only make it easy to change, but you don't have to power everything down, or even stop your service, it can be done on the fly and no one even notices. And its vastly cheaper than anything I have been able to find available.
So, whats the problem? Well nothing really anymore. The founder of the company was charged with making improper payments to a customer about 2 years ago. The government supposedly has offered a fine for $7.5m to end it. Falconstor hasn't accepted the offer. My guess is, they are trying to work out some sort of softdollar deal. They have the money. In fact they have a pretty strong balance sheet with $0 debt. Once some clarity is realized, this will be a catalyst.
Also, they recently signed a deal with Dell. They are already working with HP and other, but the Dell deal is HUGE!! Dell is aggressively trying to compete with EMC and having some success. The deal with Dell will be a revenue gamechanger and is a catalyst for a higher revenue runrate. Also, if Falconstor where acquired, the company would fetch at least $7.00. More on valuations later.
jWells
Here is Jim Mcniel on Justin.tv
very good!
http://www.falconstor.com/company/about-falconstor/ceo-vision?utm_source=homepage&utm_medium=banner&utm_term=ceovision&utm_content=video&utm_campaign=CEO%2BVision
So, whats the problem? Well nothing really anymore. The founder of the company was charged with making improper payments to a customer about 2 years ago. The government supposedly has offered a fine for $7.5m to end it. Falconstor hasn't accepted the offer. My guess is, they are trying to work out some sort of softdollar deal. They have the money. In fact they have a pretty strong balance sheet with $0 debt. Once some clarity is realized, this will be a catalyst.
Also, they recently signed a deal with Dell. They are already working with HP and other, but the Dell deal is HUGE!! Dell is aggressively trying to compete with EMC and having some success. The deal with Dell will be a revenue gamechanger and is a catalyst for a higher revenue runrate. Also, if Falconstor where acquired, the company would fetch at least $7.00. More on valuations later.
jWells
Here is Jim Mcniel on Justin.tv
very good!
http://www.falconstor.com/company/about-falconstor/ceo-vision?utm_source=homepage&utm_medium=banner&utm_term=ceovision&utm_content=video&utm_campaign=CEO%2BVision
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