I was not convinced by the argument that they're "too successful". Some
Ubiquiti users actually are evangelists, in spite of Left thinking
that's not possible. They do have disruptive products in spite of what
Mr Left thinks. Left picked on outsourcing engineering to Latvia like
that was obviously stupid....when Latvia does in fact make electronics.
So he's clearly not infallible.
If the only reason for the empty office photos is that they moved, then
that's a huge oversight on Left's part. Seemed like a smoking gun, but
I assumed the person writing the report is smart enough to find
Ubiquiti's current address. Maybe I assumed wrong.
The forum being full of bots and lurkers seemed bad at first pass, but
in hindsight I guess all forums are full of bots and lurkers.
He also claimed that the amount U.S. distributors buy from UBNT is
incongruent with their claimed sales. It could still be right if it's
like 90% overseas. Is it? How do we know?
Just askin.
------ Original Message ------
From: "Josh Reynolds" <j...@kyneticwifi.com>
To: af@afmug.com
Sent: 9/19/2017 7:21:08 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?
I see few points I'm worried about. They moved into a different office
in SJ, I know that much. That happened maybe a year ago?
Taiwan thing is worrying.
I believe the Chinese mob tried to cause problems for them awhile back.
Few years ago.
On Sep 19, 2017 6:07 PM, "Mike Hammett" <af...@ics-il.net> wrote:
I wouldn't be concerned about most of those. Which points are worth
addressing?
-----
Mike Hammett
Intelligent Computing Solutions <http://www.ics-il.com/>
<https://www.facebook.com/ICSIL>
<https://plus.google.com/+IntelligentComputingSolutionsDeKalb>
<https://www.linkedin.com/company/intelligent-computing-solutions>
<https://twitter.com/ICSIL>
Midwest Internet Exchange <http://www.midwest-ix.com/>
<https://www.facebook.com/mdwestix>
<https://www.linkedin.com/company/midwest-internet-exchange>
<https://twitter.com/mdwestix>
The Brothers WISP <http://www.thebrotherswisp.com/>
<https://www.facebook.com/thebrotherswisp>
<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg>
--------------------------------------------------------------------------------
From: "Adam Moffett" <dmmoff...@gmail.com>
To: af@afmug.com
Sent: Tuesday, September 19, 2017 6:01:14 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?
The content.
It takes a whole lotta splainin to make all the anomalies make sense.
------ Original Message ------
From: "Mike Hammett" <af...@ics-il.net>
To: af@afmug.com
Sent: 9/19/2017 6:55:22 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?
The report itself or what the report revealed?
-----
Mike Hammett
Intelligent Computing Solutions <http://www.ics-il.com/>
<https://www.facebook.com/ICSIL>
<https://plus.google.com/+IntelligentComputingSolutionsDeKalb>
<https://www.linkedin.com/company/intelligent-computing-solutions>
<https://twitter.com/ICSIL>
Midwest Internet Exchange <http://www.midwest-ix.com/>
<https://www.facebook.com/mdwestix>
<https://www.linkedin.com/company/midwest-internet-exchange>
<https://twitter.com/mdwestix>
The Brothers WISP <http://www.thebrotherswisp.com/>
<https://www.facebook.com/thebrotherswisp>
<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg>
--------------------------------------------------------------------------------
From: "Adam Moffett" <dmmoff...@gmail.com>
To: af@afmug.com
Sent: Tuesday, September 19, 2017 5:53:04 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?
My first reaction is they've sold a gazillion units of M series, AC
series, Unifi, etc so why would they have to cheat?
Now that I've read the actual Citron report, I found it
......unsettling.
http://www.citronresearch.com/citron-exposes-ubiquiti-networks/
<http://www.citronresearch.com/citron-exposes-ubiquiti-networks/>
------ Original Message ------
From: "Jeremy" <jeremysmi...@gmail.com>
To: af@afmug.com
Sent: 9/19/2017 12:26:46 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?
Well, three law firms representing UBNT investors have launched
investigations today. I think I will wait and see what they find.
"NEW YORK, Sept. 19, 2017 /PRNewswire/ -- Attorney Advertising --
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims
on behalf of purchasers of Ubiquiti Networks, Inc. ("Ubiquiti" or
the "Company") (Nasdaq: UBNT). Such investors are encouraged to
obtain additional information and assist the investigation by
visiting the firm's site: www.bgandg.com/ubnt."
"LOS ANGELES--(BUSINESS WIRE)--September 19, 2017-- Lundin Law PC, a
shareholder rights firm, announces that it is investigating claims
against Ubiquiti Networks, Inc. ("Ubiquiti" or the "Company")
(Nasdaq: UBNT) concerning possible violations of federal securities
laws."
"SAN DIEGO, Sept. 19, 2017 /PRNewswire/ -- Shareholder Rights Law
Firm Johnson Fistel, LLP is investigating potential violations of
the federal securities laws by Ubiquiti Networks, Inc. (NASDAQ:
UBNT) ("Ubiquiti") and certain of its officers. Ubiquiti develops
networking technology for service providers, enterprises, and
consumers worldwide."
On Tue, Sep 19, 2017 at 8:57 AM, Adam Moffett <dmmoff...@gmail.com>
wrote:
Interesting article. They've had a high operating margin for a
long time so if it was some kind of trick then it would have come
to light by now. You can't make imaginary money for very long.
------ Original Message ------
From: "Jerry Head" <li...@blountbroadband.com>
To: af@afmug.com
Sent: 9/19/2017 9:31:02 AM
Subject: [AFMUG] OT. Is it time to buy UBNT stock?
https://goo.gl/JqRHCV
