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Re: MS makes the option to use TPMs a little bit easier!

By: DigSpace in ALEA | Recommend this post (0)
Wed, 20 Jun 12 10:11 PM | 72 view(s)
Boardmark this board | The Trust Matrix 		Msg. 08515 of 54959
(This msg. is a reply to 08514 by Cactus Flower)
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I wasn't trying to poo poo it,

as I think I've tried to indicate, part of my philosophy with things like this is identifying a floor.

One could argue I missed the floor 9as my floor is t.o. at 250m, but as it has not yet been taken out, I remain to be disproven on that ... but in terms of liquid assets, it has clearly dipped well below that.

In the absence of debt, and in the presence or real revenue (I don't know, presumably at least 30m/yr) I'm willing to assert that their revenue in that field (a growing important field) is worth mcap 5-10x sales in a t.o. , , again they do not have debt obligations, a suitor can simply through SpragueInc under the bus (what's that $5m/yr? more?) and still keep the engineers, the sales, and the products ...

So I still see a floor with sales at lets say 35m on a scorched earth t.o. of at least 175m ... more than today.

So yes, I see this as a low risk high reward proposition. Yes, it could fade to 30 cents and suitors may not show up and SpragueInc might send and email to snackman which apparently has ExecutiveOrder effect, ... but seriously ... no debt obligations, notrth of $30m in revs ... that is worth something.

I put the 20/80 in terms of the meaningful mid-term independent company gain that most investors would look for.

And yes, give the shorter length of the downside, I think it is a good place of put a modest amount of speculative capital.

As far as my direct after tax thingy's ... what can I say, I'm kinda sick of these motherfuckers (folks need to get these things off their chests every once in a while) but in certain protected asset allocation classes ... the various IRAs ESAs and these sorts things in which I highly value a floor and have no inkling towards timely performance, I have recently found fit to divert some resources there.

I have, for example, a nephew all of 3 months old of very limited means where local laws allow me gift in a protected way, where in the final analysis, its baby rattles, chew toys, diapers, or some stupid WAVX.

I always do better with other peoples money than I do my own.


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The above is a reply to the following message:
Re: MS makes the option to use TPMs a little bit easier!
By: Cactus Flower in ALEA
Wed, 20 Jun 12 9:48 PM 		Msg. 08514 of 54959

Hi dig,

I know 20/80 probably seems like a tough deal. But at 90 cents give or take, I think a 1 in 5 chance of success is a helluva deal.

Wave's opportunity improves as Samsung (via the type of platform) and ARM make interoperability increasingly necessary.

I don't agree with awk that Intel is necessarily toast. But I do like the position Wave has carved out for itself.

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