Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=34520 The old rules seemingly don't apply; time is compressed. Bull and bear markets take months not years. Everything seems too expensive, but looking back some were very cheap. There are failures everywhere, but the winners are awesome. It's the "New Economy". Change like never before. But the ti...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=3452038013210Bill Harmond23-May-13 16:11 ET In Play Salesforce.com reports EPS in-line, revs in-line; guides Q2 EPS in-line, revs in-line; guides FY14 EPS below consensus, revs in-line (45.69 -0.09) : Reports Q1 (Apr) earnings of $0.10 per share, in-line with the Capital IQ Consensus Estimate consensus of $0.10; revenues rose 28.5% year/year t...http://www.siliconinvestor.com/readmsg.aspx?msgid=289122695/23/2013 7:01:34 PMBill Harmond16:07 CRM Salesforce.com sees FY14 $0.47-0.49 vs $0.50 Capital IQ Consensus Estimate; sees revs $3.835-3.875 bln vs $3.87 bln Capital IQ Consensus Estimate 16:06 CRM Salesforce.com sees Q2 $0.11-0.12 vs $0.12 Capital IQ Consensus Estimate; sees revs $931-936 mln vs $935.39 mln Capital IQ Consensus Estimate 16:05 ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289119705/23/2013 4:09:07 PMBill Harmond15:21 CRM Salesforce.com Earnings Preview (45.85 +0.10) -Update- Salesforce.com (CRM) is set to post its first earnings since a 4 for 1 earnings split on April 17 . Current Capital IQ consensus stands at EPS of $0.10 on revenues of $887 mln. CRM has steadily beat expectations over the past couple of years but really ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289118865/23/2013 3:32:40 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289117625/23/2013 2:52:10 PMBill Harmond09:30 LNKD LinkedIn: Canaccord Genuity discusses takeaways from investor meetings (173.51 -3.44) -Update- Canaccord notes, in general, it came away increasingly confident in the company's strategy, opportunity, competitive position and long-term outlook. Firm notes greater interest in the transition occurring within ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289110325/23/2013 10:41:57 AMBill Harmond23-May-13 07:24 ET In Play Workday: Color on qtr (65.75 ) : BMO Capital notes most fiscal 1Q14 metrics were solid, including 85% subscription rev growth, 13% sequential growth in short-term DR (comparable to the year-ago qtr despite Co's larger scale), and the ~$6 mln billings beat. However, the size of the full-year ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289108925/23/2013 9:47:43 AMBill Harmond22-May-13 13:25 ET In Play Workday earnings preview (66.76 -1.73) : WDAY is scheduled to report Q1 (April) results after the close tonight. Analysts expect the company to report Q1 EPS of ($0.18) and for revenues to grow +53% to $86.7 mln. WDAY has only reported two quarters as a public company, so there isn't much h...http://www.siliconinvestor.com/readmsg.aspx?msgid=289093545/22/2013 2:04:33 PMElroyNTAP reported last night. I didn't realize they had some much cash per share. My calculations say net cash per share is about $17. That makes them pretty cheap on an ex-cash basis. They made non-GAAP $2.28 in EPS, so with an ex-cash price of $20 ($37 after hours minus $17 net cash) the shares are trading around 8x....http://www.siliconinvestor.com/readmsg.aspx?msgid=289078305/21/2013 7:14:11 PMBill Harmond21-May-13 08:35 ET In Play Workday: Hearing positive comments at Pacific Crest; see long term upside to $90 (67.92 ) : http://www.siliconinvestor.com/readmsg.aspx?msgid=289065685/21/2013 11:03:28 AMBill Harmond12:34 GOOG Google target raised to $1000 from $875 at Barclays (912.74 +3.56) Barclays raises their GOOG tgt to $1000 from $875 as they view Google as a best-of-breed company in Internet and continue to believe that Google's suite of web services will drive deeper user monetization going forward. In addition, the com...http://www.siliconinvestor.com/readmsg.aspx?msgid=289048325/20/2013 1:05:33 PMBill HarmondDB this morning: NTAP & HPQ April EPS preview (Whitmore): For NTAP, we believe investors are more focused on recent activist activity emphasizing cash return to shareholders (e.g. levered recapitalization, large special dividend / ongoing dividend or push for an outright sale). That said, we expect NTAP to report revs ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289044455/20/2013 10:54:23 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289000985/17/2013 11:05:29 AMBill HarmondJust like the 1990's vendor concentration if true... ARUN (Modoff):maintain Hold & cut tgt to $14 on competitive pressures as CSCO is pressuring competitors by bundling their wireless solution with core and data-center projects, pricing total packages that cannot be matched in a piece-meal manner. Aruba is unable to p...http://www.siliconinvestor.com/readmsg.aspx?msgid=289000135/17/2013 10:29:41 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288999455/17/2013 9:58:32 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288999445/17/2013 9:58:23 AMElroyAny idea what's up with NTAP? I bought some Sep $40 calls when the shares were $36.40 this morning, and they just spiked up to $38.20 in the last minute or so. A bit strange.....http://www.siliconinvestor.com/readmsg.aspx?msgid=288979685/16/2013 11:19:05 AMBill Harmond6:10 CSCO Cisco Systems beats by $0.02, reports revs in-line (21.21 -0.06) Reports Q3 (Apr) earnings of $0.51 per share, excluding non-recurring items, $0.02 better than the Capital IQ Consensus Estimate of $0.49; revenues rose 5.4% year/year to $12.22 bln vs the $12.18 bln consensus. Cash flows from operations wer...http://www.siliconinvestor.com/readmsg.aspx?msgid=288970095/15/2013 7:11:13 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288969855/15/2013 7:00:25 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288911945/13/2013 11:09:06 AMBill Harmond13-May-13 07:08 ET In Play Stratasys beats by $0.06; reaffirms FY13 EPS, revs guidance (83.39 ) : Reports Q1 (Mar) non-GAAP earnings of $0.43 per share, $0.06 better than the Capital IQ Consensus Estimate of $0.37; GAAP rev rose 116.0% year/year to $97.2 mln (includes the impact of amortization expense on deferred rev ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288910285/13/2013 9:54:11 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288850845/9/2013 3:48:06 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288847195/9/2013 1:41:36 PMBill HarmondCRM looking good. Taking out its 50-day today. Brother-in-arms WDAY strong, too. High quality names.http://www.siliconinvestor.com/readmsg.aspx?msgid=288844035/9/2013 11:22:20 AMBill HarmondDB: BIDU (Hellawell): We view Baidu’s acquisition of PPS as a significant step toward consolidation, but one that could disappoint in the same pursuit of desired synergies and market share dominance that has eluded predecessor Youku Tudou. Baidu announced today that it would purchase private company PPS for USD370m. PP...http://www.siliconinvestor.com/readmsg.aspx?msgid=288829085/8/2013 3:41:21 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288828815/8/2013 3:33:26 PMBill HarmondParticulars on DDD secondary 11:24 DDD 3D Systems announces it will conduct $250 mln public offering of common stock after the close on Thursday, May 9; certain stockholders, including officers and directors and their affiliates, offering ~1.3 mln shares (stock halted) (40.62 0.00) Co announced that it anticipates p...http://www.siliconinvestor.com/readmsg.aspx?msgid=288821615/8/2013 11:32:08 AMBill HarmondDB: FFIV (Modoff): We sum takes from our meeting earlier today with the CFO and CTO of F5 at Interop. Separately, we caught up with our industry contacts to gather a mosaic view on nearterm demand trends and competitive dynamics in the Application Delivery market. We came away from the CFO and CTO meeting noting a cons...http://www.siliconinvestor.com/readmsg.aspx?msgid=288821155/8/2013 11:17:22 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288819545/8/2013 10:08:26 AMBill HarmondDB: TRIP -1%: 3c beat, Revs $229.9M vs st $224.6M, EBITDA $109.3M vs st $102.1M. Revs Breakdown: Click-based $179M vs st $175M, Display $25M vs st $23M, Subscription $26M vs st $26M. EBITDA margin 47.6% vs st 45.6%. TRIP said unique users grew +54% and Hotel Shoppers grew +41%. FY Guidance: Reaffirms 2013 revenue grow...http://www.siliconinvestor.com/readmsg.aspx?msgid=288814015/7/2013 11:09:31 PMBill Harmond 16:23 DDD 3D Systems announces $250 mln public offering and offering of up to 1.3 mln shares by holders. (42.62 -0.55) -Update- Co announced that it is offering to sell shares of its common stock in an underwritten public offering of approx $250 mln. In addition to the $250 mln from 3D Systems, certain stockholders,...http://www.siliconinvestor.com/readmsg.aspx?msgid=288808105/7/2013 4:27:12 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288807135/7/2013 3:44:54 PMBill HarmondConsidering DDD short interest, here's one more thing for shorts to fret finance.yahoo.com http://www.siliconinvestor.com/readmsg.aspx?msgid=288776185/6/2013 10:44:52 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288727835/3/2013 10:51:51 AMBill Harmond02-May-13 16:14 ET In Play LinkedIn beats Q1 ests; guides Q2 EBITDA, revs below consensus; raises FY13 EBITDA, rev guidance (below consensus) (201.67 +6.85) : Reports Q1 (Mar) earnings of $0.45 per share, excluding non-recurring items, $0.14 better than the Capital IQ Consensus Estimate of $0.31; revenues rose 72.3% ye...http://www.siliconinvestor.com/readmsg.aspx?msgid=288714905/2/2013 4:54:08 PMBill HarmondGet this...DB today: *** DDD remains extremely thin following their earnings print on Tuesday. Shorts took down the limited borrow remaining heading into the release despite spot rates trending through 30% rebate in the lending market. We est current SI to be 29M shares or ~36% of the outstanding float. With less than ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288706715/2/2013 11:13:41 AMBill Harmond01-May-13 12:21 ET In Play Facebook Q1 Earnings Preview (27.55 -0.22) : Top Points: FB is set to report fiscal first quarter earnings today after the close with a conference call to follow at 5:00pm ET. Capital IQ Consensus Estimate calls for EPS of $0.13 on revs of $1.44 bln. FB has not issued EPS/rev guidance since...http://www.siliconinvestor.com/readmsg.aspx?msgid=288688265/1/2013 1:10:48 PMBill Harmond30-Apr-13 08:03 ET In Play 3D Systems reports EPS in-line, revs in-line (35.77 ) : Reports Q1 (Mar) adj. earnings of $0.21 per share, in-line with the Capital IQ Consensus Estimate consensus of $0.21; revenues rose 31.1% year/year to $102.1 mln vs the $101.61 mln consensus. Gross profit increased 38% and gross profit...http://www.siliconinvestor.com/readmsg.aspx?msgid=288663394/30/2013 11:22:46 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288645504/29/2013 12:31:21 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288615404/26/2013 10:22:18 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288615294/26/2013 10:12:33 PMRock_njBill, you might find this article about what Google is up to with Google Fiber interesting: What Is Google Fiber? Why Google Is Building A High Speed Internet Network See: rocknj.hubpages.com  http://www.siliconinvestor.com/readmsg.aspx?msgid=288600064/26/2013 8:25:38 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288533344/23/2013 10:06:07 AMBill Harmond17:49 INTC Intel notes from conference call; sees return to growth in second half of this year (21.92 +0.54) Management said it believes an improving macroeconomic environment, ultra mobile form factors, and touch enabled devices will result in a return to growth in the second half of this year. Management reported p...http://www.siliconinvestor.com/readmsg.aspx?msgid=288396864/16/2013 9:03:27 PMBill HarmondDB: * YNDX(Walmsley): Buy into earnings (4/25) after yday's 10% sell-off as checks suggest a beat driven by solid search trends, improving display ad mkt, lapping an easy mgn comp (ad spend was pulled forward in 1Q12), + commentary from eBay’s A-day & Publicis results yday (Russia cited as strong) & search shr gains co...http://www.siliconinvestor.com/readmsg.aspx?msgid=288381534/16/2013 10:11:14 AMBill Harmond14:00SPYThe S&P is down 1.5% with energy and materials posting biggest losses SectorTicker% ChangeYTD % ChangeEnergyXLE-3.4%6%MaterialsXLB-3.1%0%IndustrialsXLI-2.4%7%Cons. Disc.XLY-1.7%13%FinancialsXLF-1.0%12%TechnologyXLK-0.9%4%Health CareXLV-0.9%19%Cons. StaplesXLP-0.8%16%TelecomIYZ-0.6%7%UtilitiesXLU-0.4%15%http://www.siliconinvestor.com/readmsg.aspx?msgid=288363234/15/2013 2:05:33 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288359154/15/2013 11:41:59 AMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288311434/12/2013 12:16:18 PMBill Harmondhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288301554/11/2013 9:44:48 PMBill HarmondDB: F5 Networks (FFIV.OQ), Buy, Price Target USD95 - Brian Modoff: Tgt $116 to $95. F5 negatively pre-announced after market-close, noting Q2 revs in the $350.2M range (vs $370-380M prior guide) and $1.06-1.07 in pro-forma EPS (vs $1.21-1.24 prior). While we maintain our Buy rating and remain constructive on F5's growt...http://www.siliconinvestor.com/readmsg.aspx?msgid=288175344/5/2013 10:43:14 AMBill HarmondThis is why "hardware is hard": 16:09 FFIV F5 Networks preannounces Q2 results below guidance/consensus (halted, will resume trade at 16:25) (90.42 -0.10) Co issues downside guidance for Q2 (Mar), sees EPS of $1.06-1.07, excluding non-recurring items, vs. $1.23 Capital IQ Consensus ($1.21-1.24 previous guidance); se...http://www.siliconinvestor.com/readmsg.aspx?msgid=288165784/4/2013 7:01:01 PM