LNUX ora GKNT - Geeknet, Inc. (Public, NASDAQ:GKNT)

....visto che domani ci sara' la trimestrale,mi aspettavo un po'di brio...invece va'in controtendenza

jo_iello ha scritto:

....visto che domani ci sara' la trimestrale,mi aspettavo un po'di brio...invece va'in controtendenza

Clicca per espandere...

E' preferibile avere un paio di giornate tutto sommato piatte....
Anche nel pomeriggio mettevano nel book qualche centinaio di azioni, man mano che si verificavano acquisti e si intravedevano i $2. Non sono da imitare, ho incrementato qualcosa oggi a $1,89.
Domani sapremo o forse stasera in chiusura potremo intuire.....

Tutto sommato non male, nonostante sia scesa sotto la ma200. In after recupera quota $1,95. Primo prezzo in ask 2,57 se non erro.

Domani sarà il giorno della verità.

VA Software Reports Third Quarter Fiscal Year 2005 Results


Third Quarter Software Revenue Grows 39% Year-Over-Year


FREMONT, CA -- (MARKET WIRE) -- 05/24/05 -- VA Software Corporation (NASDAQ: LNUX), a leading provider of software, information and community support for IT and development professionals, today announced financial results for its third quarter fiscal year 2005, ended April 30, 2005.

Total third quarter fiscal 2005 revenue grew to $7.6 million, compared to third quarter fiscal 2004 total revenue of $7.3 million. Revenue from the software business increased 39% to $1.9 million in third quarter fiscal 2005 from $1.4 million in third quarter fiscal 2004. For the nine months ending April 30, 2005, total revenue grew to $24.5 million, compared to $21.9 million for the nine months ending April 30, 2004, while software revenue grew 59% to $5.4 million for the nine months ending April 30, 2005 compared to $3.4 million for the nine months ending April 30, 2004.

On a GAAP basis, the third quarter fiscal 2005 net loss was $1.4 million, or $0.02 per share, compared to last year's third quarter fiscal 2004 GAAP net loss of $4.1 million, or $0.07 per share. For the nine months ended April 30, 2005, the company's GAAP net loss was $3.7 million, or $0.06 per share, compared to $6.8 million, or $0.11 per share, for the nine months ended April 30, 2004.

As specified in the attached reconciliation of net loss as reported to pro forma net loss, the third quarter fiscal 2005 net loss before non-recurring charges was $1.4 million, or $0.02 per share, compared to last year's third quarter fiscal 2004 net loss before non-recurring charges of $1.8 million, or $0.03 per share. Cash and investments remain strong at $40.7 million as of April 30, 2005.


eps -$0,02 previsto -$0,01. Attese deluse.
Confortante l'aumento di revenues dato dal software (Sourceforge E. E.)

La CC parte alle 23.00. Leggendo tra le righe è sempre un continuo progresso, anche se non vogliono darci ancora earnings positivi. Ad occhio può scendere un poco, anche se in after è tutto fermo; alla lunga si sale.
Incrementato a 125 il numero dei customers di SourceForge E. E.


Recent Highlights

-- Customers. During the third quarter of fiscal 2005, VA Software added
nine new SourceForge® Enterprise Edition accounts, including Bell South,
Orative, 3Leaf Networks, Medsphere Systems Corportation, Metasolv Software
and Yamato System Development Co. to its installed base. In addition,
existing customers including Acxiom, Nortel, MIT Lincoln Laboratories,
VeriSign, and Sapient purchased additional SourceForge licenses or
services. The SourceForge solution has been sold to 125 customers to date.

-- Accolades. Gartner, Inc. included VA Software in its "Cool Vendors in
Application Development, 2005" report and the Software Development Times
selected SourceForge® Enterprise Edition a winner in the "Collaboration &
SCM" category of the annual SD Times 100. Gartner defines a cool vendor as
a company that offers technologies or solutions that are innovative,
impactful or intriguing. The SD Times 100 recognizes firms for leadership
and innovation in the software development industry.

SourceForge Enterprise Edition makes distributed development cost effective
and secure. Released in April 2005, SourceForge Enterprise Edition Version
4.2 adds SourceForge Explorer, integration with Subversion, bi-directional
synchronization with Microsoft Project and LDAP support for improved access
control and single sign-on for SourceForge users.

-- OSTG. OSTG is the leading network of news, community and information
sites for IT professionals. For the thirteenth-consecutive quarter, based
on composition, OSTG has been named the number one network for delivering
visitors who look for technology news online and for delivering visitors
who make software purchases online, according to the Nielsen//NetRatings
@Plan Spring 2005 Report.

OSTG continues to experience rapid traffic growth and strong advertising
revenue while maintaining its commitment to a community-based technology
audience working with a range of platforms and technologies.
SourceForge.net®, the world's largest repository of Open Source software,
hosts projects posted by IBM, Google, TiVo, Windriver and others among the
100,000 projects on the site.

The network as a whole serves more than 290 million page views and nearly
19 million unique visitors monthly.* This ranks OSTG among the top
technology networks both in terms of size and purchasing power. OSTG is
among the vanguard of media networks in the advertising programs it now
offers to sponsors, including new products such as Slashdot DayPass,
Sponsor Solutions, PowerBar, Media Snapshot, and Whitepaper posting -- all
of which offer custom publishing solutions to technotolgy vendors.
Advertisers and sponsors of the network include Sun Microsystems, IBM,
Vonage, Microsoft, Rackspace, Dell, Barracuda and HP.

Allora in apertura si è scatenato il panico di pochi. Abbiamo toccato il prezzo minimo di $1,65. Ora si veleggia intorno agli 1,80.

Non mi sorprenderei se alla fine della giornata chiudessimo molto vicini a 1,90.

Letta attentamente la trimestrale è buona.
Mi piace soprattutto che il fatturato si incrementi per il software e per l' e-commerce; non mi dispiace che diminuisca il fatturato derivante dall'advertising.

... x pivello nasdaq..
---------------------
..non ritieni fosse opportuno per il managment(visto il miglioramento citato nel report)quanto meno attenersi al livello di consensus di -0,01 p.a.anziche'uscire con -0,02.
Non ti nego che temo si punti ad un"atterraggio morbido"utilizzando le notizie sull'andamento di fatturato,clienti,etc.

jo_iello ha scritto:

... x pivello nasdaq..
---------------------
..non ritieni fosse opportuno per il managment(visto il miglioramento citato nel report)quanto meno attenersi al livello di consensus di -0,01 p.a.anziche'uscire con -0,02.
Non ti nego che temo si punti ad un"atterraggio morbido"utilizzando le notizie sull'andamento di fatturato,clienti,etc.

Clicca per espandere...

Ho l'impressione, forse errata, che lo stiano facendo apposta a non dare una trimestrale con earnings positivi. Sono sempre li ad un passo dal decollo, ma un passo indietro di troppo per sfondare.
Confrontando i dati degli stessi trimestri negli ultimi anni si nota un progresso sostanziale nel business. E' confortante l'incremento di fatturato derivante dalla piattaforma SourceForge; questa non potrà dare che enormi soddisfazioni nel momento in cui il fenomeno dell'Open Source rappresenterà un 20 - 30% del software prodotto e venduto nel mondo ( ricordo che Open Source vuol dire "sorgente aperto" non gratuito ). E' positivo che incrementi il fatturato derivante dall e-commerce. Non mi preoccupa il decremento da attività di advertising; può darsi che riorganizzino la loro strategia anche in questo settore, dato che hanno il network tecnologico di riferimento nel mondo.
Non mi meraviglierei, se nei prossimi giorni tornasse a salire....

Tutto il casino di ieri, annullato in un attimo.
Occhio... a questo punto potrebbe spiccare il volo?!?!?

pivello nasd400 ha scritto:

.... Non mi preoccupa il decremento da attività di advertising; può darsi che riorganizzino la loro strategia anche in questo settore, dato che hanno il network tecnologico di riferimento nel mondo.....

Clicca per espandere...

Fra un pò mi metto a dare i numeri del lotto. Venite tutti dal mago Pivello



OSTG Launches Integrated, Customized Marketing Solutions to Maximize Advertiser ROI


Slashdot(R) DayPass, PowerBar, Solutions Showcase, and Media Snapshot Among the Marketing Programs Delivering Value-Added Content, Access and Measurable ROI to Marketers


FREMONT, CA -- (MARKET WIRE) -- 05/26/05 -- OSTG (wholly owned subsidiary of VA Software Corporation) (NASDAQ: LNUX), the leading technology network for IT and development professionals and the cornerstone of the Open Source movement, has unveiled several new and innovative marketing programs that provide advertisers with the next generation of branding online through site and editorial integration. OSTG's new Integrated Marketing Solutions include Slashdot DayPass, PowerBar, Media Snapshot, and Sponsor Solutions. Integrated into site navigation and/or editorial content, these programs enable vendors to showcase products, services or brands in easy-to-manage vehicles reaching a highly desirable IT-focused audience.

Integrated Marketing Solutions were developed to complement OSTG's comprehensive media offerings and, in addition to delivering valuable branding opportunities, also provide tangible, measurable results and ROI to marketers through:

-- Assured results with high click-throughs, downloads, or registrations,
as well as guaranteed page views
-- Turnkey manageability with OSTG designing, producing, hosting, and
marketing the programs, and providing in-depth reporting and account
management
-- Integrated, high-touch access to OSTG's audience of millions of IT and
development professionals

"Our goal has and always will be to create results-oriented marketing programs that benefit the hard-working IT community. This means providing contextually relevant marketing platforms that tap into how our IT audience interacts with our sites," said Valerie Williamson, VP of Marketing for OSTG. "We constructed these programs to align with the user's experience -- for example, Slashdot DayPass enables users to see breaking Slashdot stories before anyone else. They actually opt-in to view a marketer's message in order to get an early, sneak peek into Slashdot. So, everyone wins -- the users get a tangible benefit they wouldn't normally get, and the marketer gets an elite, valuable audience willing to receive their message in exchange for a benefit. PowerBar and Sponsor Solutions offer similar integration and benefits."

Innovative Programs Designed for Maximum ROI and Community Access

OSTG's brand and consideration programs enable advertisers to create an outreach program designed to integrate their creative and messaging directly into an OSTG site. Programs include:

Slashdot DayPass, an exclusive reader opt-in program which gives registered users access to breaking Slashdot stories up to thirty minutes before anyone else. Marketers have full exclusivity for their rich media interstitial ads. Slashdot readers represent a highly appealing demographic of individuals who spend significant money on technology both in their personal and professional capacities.

The PowerBar program presents marketers with a premier branding and content integration platform that gives their target audience a preferential look at the vendor's specific technology solutions. PowerBar is integrated throughout the OSTG network of sites with the marketer's logo and drop-down menus of content and special offers that link directly to the marketer's page whereby the target audience can link to specific articles, whitepapers or Webcasts in a high profile and brand-value environment.

The turnkey Sponsor Solutions program, integrated into special sections within an OSTG site, enables vendors to showcase their own custom content and links. Designed for easy maintenance and high-return on investment, Sponsor Solutions offers vendors a range of value-added marketing programs from which to choose.

OSTG is Where Technology is Going

As Open Source technologies become mainstream and IT professionals evangelize adoption of Open Source tools and technologies, more companies and organizations are launching Open Source initiatives as a way to drive additional evaluation and consideration towards their solutions and services. As more and more IT professionals turn to OSTG for resources, solutions, editorial coverage and insight, OSTG's network of technical sites continues to outpace other technology networks with unparalleled growth and community involvement. Recently, SourceForge.net, the de-facto Open Source collaborative development site, surpassed more than one million registered users and 100,000 projects posted on the site. OSTG delivers 290 million page views and nearly 19 million unique visitors every month. Nielsen//NetRatings@Plan has consistently ranked OSTG's sites as number one in delivering business and decision-makers, online buyers of computer hardware and software, and visitors who look for technology news online.

Form 10Q

Tutto sommato la situazione è migliore di quanto traspariva dalla trimestrale.
Soprattutto per quel che riguarda l'advertising, che sembrava essere in calo. Invece non hanno messo, correttamente, tra i revenues una parte stimata prima dell'incasso effettivo. Da sottolineare che è finito uno dei 2 contratti con IBM e nonostante questo il fatturato derivante dall'advertising sarebbe identico, e non minore, a quello dello scorso anno.

Ecco il link lettura consigliata.

http://secfilings.nasdaq.com/filing...ARE+CORP&FormType=10-Q&RcvdDate=6/9/2005&pdf=

Online Media Revenues

Online media revenues are primarily derived from cash sales of advertising space on the Company's various Web sites, as well as sponsorship and royalty related arrangements associated with advertising on these Web sites. The Company recognizes Online Media revenues over the period in which the advertisements are displayed, provided that persuasive evidence of an arrangement exists, no significant obligations remain, the fee is fixed or determinable, and collection of the receivable is reasonably assured. The Company's obligations typically include guarantees of a minimum number of "impressions" (times that an advertisement is viewed by users of the Company's online services). To the extent that minimum guaranteed impressions are not met in the specified time frame, the Company does not recognize the corresponding revenues until the guaranteed impressions are achieved. Prior to the first quarter of fiscal year 2005, Online Media revenues also included barter transactions. The Company recorded barter revenue transactions at their estimated fair value based on the Company's historical experience of selling similar advertising for cash in accordance with Emerging Issues Task Force ("EITF") Issue 99-17, "Accounting for Advertising Barter Transactions." The Company broadcasted banner advertising in exchange for similar banner advertising on third-party Web sites. The Company's barter arrangements were documented with its standard customer insertion order (and accompanying terms and conditions) or, in certain limited instances, via an alternative written contract negotiated between the parties. The standard terms and conditions included, but were not limited to, the Web sites for each company that would display the impressions, the time frame that the impressions would be displayed, and the number, type and size of impressions to be delivered. There were no barter revenue transactions for the three and nine months ended April 30, 2005. Barter revenue transactions totaled $0.3 million and $1.2 million for the three and nine months ended April 30, 2004


Online Media Revenues


Three Months Ended Nine Months Ended
------------------------ ---------------------- % Change % Change
April 30, April 30, April 30, April 30, Three Nine
($ in thousands) 2005 2004 2005 2004 Months Months
------- ------- ------- ------- -------- --------
Online Media revenues .................. $2,052 $2,563 $5,909 $7,062 (20%) (16%)
Percentage of total net revenues........ 27% 35% 24% 32%




During the three and nine months ended April 30, 2005, Online Media revenues were primarily derived from cash sales of advertising space on our various Web sites, as well as sponsorship and royalty related arrangements associated with advertising on these Web sites. During the three and nine months ended April 30, 2004, Online Media revenues also included $0.3 million and $1.2 million of barter revenue, respectively.

--------------------------------------------------------------------------------

Three Months Ended Nine Months Ended
------------------------ ---------------------- % Change % Change
April 30, April 30, April 30, April 30, Three Nine
($ in thousands) 2005 2004 2005 2004 Months Months
------- ------- ------- ------- -------- --------
Cash advertising ..................... $1,912 $2,069 $5,582 $5,198 (8%) 7%
Barter advertising ................... -- 300 -- 1,229 (100%) (100%)
Sponsorships ......................... 128 188 303 629 (32%) (52%)
Donations ............................ 12 6 24 6 100% 300%
------ ------ ------ ------
Online Media revenues ................ $2,052 $2,563 $5,909 $7,062 (20%) (16%)
====== ====== ====== ======




Cash advertising revenue is primarily derived from the number of impressions delivered and the average CPM rate (i.e., the average rate at which we receive revenue per 1,000 banner advertisements (impressions) we display to users of our online services) charged for the impressions delivered.

Barter advertising is derived from banner advertising delivered in exchange for similar banner advertising on third-party Web sites. We record barter revenue transactions at their estimated fair value based on our historical experience of selling similar advertising for cash. Beginning in the first quarter of fiscal 2005, we eliminated our revenue generating barter related programs. Going forward, we do not anticipate any Online Media revenue to be associated with barter programs.

Sponsorship revenue is derived from non-CPM rate Web marketing programs that are used to increase brand awareness. Revenue related to sponsorships is recognized ratably over the term of the marketing program. Sponsorship revenue in the three and nine months ended April 30, 2005 and April 30, 2004 relates to certain contracts with one customer, IBM. The decrease in sponsorship revenue in the three and nine months ended April 30, 2005 as compared to the three and nine months ended April 30, 2004 was due to the expiration of one of those IBM contracts in the fourth quarter of fiscal 2004.

Three Months Ended Nine Months Ended
------------------------ ---------------------- % Change % Change
April 30, April 30, April 30, April 30, Three Nine
($ in thousands) 2005 2004 2005 2004 Months Months
------- ------- ------- ------- -------- --------
Cash advertising ..................... $ 1,912 $ 2,069 $ 5,582 $ 5,198 (8%) 7%
Impressions delivered ................ 116,820 344,300 415,838 840,136 (66%) (51%)
Average CPM rate ..................... $ 16.37 $ 6.01 $ 13.42 $ 6.19 172% 117%




The decrease in cash advertising revenue during the three months ended April 30, 2005 as compared to the three months ended April 30, 2004 was due to the significant decrease in the number of impressions delivered, offset by an increase in the average contract CPM rate. The decrease in the number of impressions delivered was primarily due the decline in online advertising associated with an individually significant customer who had received a volume discount. The increase in average CPM rates was the result of the decline in advertising associated with this individually significant customer, driving the average CPM rate for the three months ended April 30, 2004 down. In the three months ended April 30, 2005, this customer represented only 2% of total cash advertising revenues. However, in the three months ending April 30, 2004, this same customer represented 31% of cash advertising revenues.

The increase in cash advertising revenue during the nine months ended April 30, 2005 as compared to the nine months ended April 30, 2004 was due to the substantial increase in the average contract CPM rate, offset by a significant decrease in the number of impressions delivered. The increase in average CPM rates was the result of the decline in advertising associated with an individually significant customer who had received a volume discount, driving the average CPM rate for the nine months ended April 30, 2004 down. The decrease in the number of impressions delivered was primarily due to the decline in online advertising associated with this individually significant customer. In the nine months ended April 30, 2005, this customer represented only 3% of total cash advertising revenues. However, in the nine months ending April 30, 2004, this same customer represented 31% of cash advertising revenues.

We believe that our prominent position in serving the growing Open Source software and Linux markets, along with our favorable online visitor demographics, make us an attractive advertising vehicle for advertising customers.

Take a look...
Volumi in aumento e +7%

Dopo aver stazionato per una ventina di giorni tra 1,68 e 1,71, da ieri sta riscaldando i muscoli con volumi modesti; mi sembra evidente che chi le ha le tiene strette. Tra 1 mese la trimestrale e speriamo sia quella del break.
Sopra la Ma50 e MA100, sotto la MA200; speriamo di bucarla entro la prossima settimana.

Seguitela nei prossimi giorni

Anche LNUX aggiunta al nuovo indice Russell delle Microcap

VA Software Joins New Russell Microcap Index



FREMONT, CA -- (MARKET WIRE) -- 07/19/05 -- VA Software Corporation (NASDAQ: LNUX), a leading provider of software, information and community support for IT and development professionals, today announced it joined the Russell Microcap(TM) Index. The index offers portfolio managers and other investors a comprehensive, unbiased barometer to compare their performance against the genuine microcap marketplace of stocks.

"We are pleased to be selected for this index," said Ali Jenab, president and CEO. "Russell indices are widely used by investment managers and institutional investors for index funds and as benchmarks for both passive and active investment strategies. Our inclusion in Russell's newest index should provide greater stock visibility among the investment community."

The newly launched Russell Microcap Index, which debuted on July 1, is comprised of the smallest 1,000 securities in the small-cap Russell 2000(TM) Index along with the next smallest 1,000 companies, based on a ranking of all U.S. equities by market capitalization.

La prossima trimestrale (seconda metà di agosto, se non erro ) penso possa segnare il punto di break. Per ora le ultime trimestrali sono state in linea con le attese, mi aspetto un colpo di reni...

Ieri ha chiuso a $1,80 +4%.
Il 30 Agosto a mercati chiusi la trimestrale. Mettetela in watch....
Vi allego il grafico sui volumi e i prezzi della giornata di ieri.

..pivello hai news?

jo_iello ha scritto:

..pivello hai news?

Clicca per espandere...

Ciao Jo_iello. Non ci sono news particolari. Ieri è stato annunciato un nuovo cliente per SourceForge E.E.: Applied Byosistems Group.

La trimestrale è stata buona. In crescita il dato annuale sul precedente, soprattutto per i revenues da SourceForge.
La riorganizzazione dell'advertising dovrebbe dare i suoi frutti sostanziali con le trimestrali del 2006. Penso che siamo prossimi ad avere finalmente degli earnings positivi; da quel momento si dovrebbe correre.
Io attendo con pazienza e non mollo le mie azioni.

supp

cresce ma con pochi volumi
entriamo?

comandantemark45 ha scritto:

cresce ma con pochi volumi
entriamo?

Clicca per espandere...

Io aspetterei qualche giorno prima della trimestrale del 29 c.m.