Re: [AFMUG] OT. Is it time to buy UBNT stock?
i think he meant: https://seekingalpha.com/article/4108282-left-citron-boy-cried-wolf - Original Message - From: Josh Reynolds To: af@afmug.com Sent: Wednesday, September 20, 2017 12:32 PM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? On Sep 20, 2017 12:05 PM, "Bill Prince" wrote: or s**t from Shinola. bp On 9/20/2017 10:03 AM, Mike Hammett wrote: I suspect most of them don't know their ass from a hole in the ground. - Mike Hammett Intelligent Computing Solutions Midwest Internet Exchange The Brothers WISP -- From: "Steve Jones" To: af@afmug.com Sent: Wednesday, September 20, 2017 12:01:36 PM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? I used to think financial guys were smart and "in the know" but having this window into the realz, it makes me wonder if any of these people know anything about companies they talk about On Wed, Sep 20, 2017 at 11:56 AM, Sterling Jacobson wrote: Lol! Were any actual investors complaining about UBNT before the ‘big news’? I didn’t hear of it, but then again, I don’t have stock. From: Af [mailto:af-boun...@afmug.com] On Behalf Of CBB - Jay Fuller Sent: Wednesday, September 20, 2017 9:23 AM To: af@afmug.com Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? up 2% today. imagine that - Original Message - From: Steve Jones To: af@afmug.com Sent: Wednesday, September 20, 2017 9:03 AM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? So bloomberg is hammering them this mirning for not having a big enough board Gee, i wonder how it is a company that avoids bloat could have good numbers On Sep 19, 2017 8:56 PM, "Chuck Hogg" wrote: I agree with a lot that's been said. 1. There are plenty of evangelists. Hell, come to WISPAPALOOZA and you'll find hundreds of them, hell they'll likely be wearing UBNT shirts! 2. Netgear is their competition? So very far from it. Maybe in AmpliFi...but what about the 4+ other lines, AirMax, AirFiber, UniFi, and the accessories. 3. They are one of the most successful in their core space, the WISP market. And all the disruptive pricing agendas pushed by UBNT have forced competition to become more innovative. When you had to bundle equipment together to make a CPE work versus buying it the way we do todaythis has not only helped the industry, but also helped UBNT. Regards, Chuck On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett wrote: It seems to be the thing de jour for investment bankers is to short something and then bash it because it's about to go down. Jamie diamond kinda did the same thing with bitcoin (although I don't know if he was actually invested in bitcoin) 1. Short something 2. write some FUD 3. Profit!!! Yay 🎉 -sean On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds wrote: Didn't somebody do this to one of the credit agencies just last week? Breach the company, bet on the stock going down, release the breach info, profit. On Sep 19, 2017 7:35 PM, "Carl Peterson" wrote: They are short UBNT. They could look up UBNT's new address but that doesn't help their case so why would they. They shorted UBNT based on the theory that it couldn't work unless it was run by a "real CEO" and management team, I.e people from their club. They got hit hard in the recent run up in share price and are throwing all the mud they can find at the wall in the hopes that some of it might stick. This isn't a research report by a disinterested third party. On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: Yeah, there seems to be a lot of complete nonsense in there. They say that nobody is going to sit on a forum helping people setup home router, which may very well be true, but they seem to be assuming that the majority of what Ubiquiti sells is home routers... and I'm pretty sure home routers are actually a pretty tiny percentage of their sales. If you spend a few minutes on the UBNT forums, it's pretty clear that these "evangelists" really do exist, and there are quite a few of them. I could be way off, but as far as I can tell, the majority of UBNT's income is from
Re: [AFMUG] OT. Is it time to buy UBNT stock?
or s**t from Shinola. bp On 9/20/2017 10:03 AM, Mike Hammett wrote: I suspect most of them don't know their ass from a hole in the ground. - 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: *"Steve Jones" *To: *af@afmug.com *Sent: *Wednesday, September 20, 2017 12:01:36 PM *Subject: *Re: [AFMUG] OT. Is it time to buy UBNT stock? I used to think financial guys were smart and "in the know" but having this window into the realz, it makes me wonder if any of these people know anything about companies they talk about On Wed, Sep 20, 2017 at 11:56 AM, Sterling Jacobson mailto:sterl...@avative.net>> wrote: Lol! Were any actual investors complaining about UBNT before the ‘big news’? I didn’t hear of it, but then again, I don’t have stock. *From:* Af [mailto:af-boun...@afmug.com <mailto:af-boun...@afmug.com>] *On Behalf Of *CBB - Jay Fuller *Sent:* Wednesday, September 20, 2017 9:23 AM *To:* af@afmug.com <mailto:af@afmug.com> *Subject:* Re: [AFMUG] OT. Is it time to buy UBNT stock? up 2% today. imagine that - Original Message - *From:*Steve Jones <mailto:thatoneguyst...@gmail.com> *To:*af@afmug.com <mailto:af@afmug.com> *Sent:*Wednesday, September 20, 2017 9:03 AM *Subject:*Re: [AFMUG] OT. Is it time to buy UBNT stock? So bloomberg is hammering them this mirning for not having a big enough board Gee, i wonder how it is a company that avoids bloat could have good numbers On Sep 19, 2017 8:56 PM, "Chuck Hogg" mailto:ch...@shelbybb.com>> wrote: I agree with a lot that's been said. 1. There are plenty of evangelists. Hell, come to WISPAPALOOZA and you'll find hundreds of them, hell they'll likely be wearing UBNT shirts! 2. Netgear is their competition? So very far from it. Maybe in AmpliFi...but what about the 4+ other lines, AirMax, AirFiber, UniFi, and the accessories. 3. They are one of the most successful in their core space, the WISP market. And all the disruptive pricing agendas pushed by UBNT have forced competition to become more innovative. When you had to bundle equipment together to make a CPE work versus buying it the way we do todaythis has not only helped the industry, but also helped UBNT. Regards, Chuck On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett mailto:af...@zirkel.us>> wrote: It seems to be the thing de jour for investment bankers is to short something and then bash it because it's about to go down. Jamie diamond kinda did the same thing with bitcoin (although I don't know if he was actually invested in bitcoin) 1. Short something 2. write some FUD 3. Profit!!! Yay 🎉 -sean On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds mailto:j...@kyneticwifi.com>> wrote: Didn't somebody do this to one of the credit agencies just last week? Breach the company, bet on the stock going down, release the breach info, profit. On Sep 19, 2017 7:35 PM, "Carl Peterson" mailto:cpeter...@portnetworks.com>> wrote: They are short UBNT. They could look up UBNT's new address but that doesn't help their case so why would they. They shorted UBNT based on the theory that it couldn't work unless it was run by a "real CEO" and management team, I.e people from their club. They got hit hard in the recent run up in share price and are throwing all the mud they
Re: [AFMUG] OT. Is it time to buy UBNT stock?
I suspect most of them don't know their ass from a hole in the ground. - Mike Hammett Intelligent Computing Solutions Midwest Internet Exchange The Brothers WISP - Original Message - From: "Steve Jones" To: af@afmug.com Sent: Wednesday, September 20, 2017 12:01:36 PM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? I used to think financial guys were smart and "in the know" but having this window into the realz, it makes me wonder if any of these people know anything about companies they talk about On Wed, Sep 20, 2017 at 11:56 AM, Sterling Jacobson < sterl...@avative.net > wrote: Lol! Were any actual investors complaining about UBNT before the ‘big news’? I didn’t hear of it, but then again, I don’t have stock. From: Af [mailto: af-boun...@afmug.com ] On Behalf Of CBB - Jay Fuller Sent: Wednesday, September 20, 2017 9:23 AM To: af@afmug.com Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? up 2% today. imagine that - Original Message - From: Steve Jones To: af@afmug.com Sent: Wednesday, September 20, 2017 9:03 AM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? So bloomberg is hammering them this mirning for not having a big enough board Gee, i wonder how it is a company that avoids bloat could have good numbers On Sep 19, 2017 8:56 PM, "Chuck Hogg" < ch...@shelbybb.com > wrote: I agree with a lot that's been said. 1. There are plenty of evangelists. Hell, come to WISPAPALOOZA and you'll find hundreds of them, hell they'll likely be wearing UBNT shirts! 2. Netgear is their competition? So very far from it. Maybe in AmpliFi...but what about the 4+ other lines, AirMax, AirFiber, UniFi, and the accessories. 3. They are one of the most successful in their core space, the WISP market. And all the disruptive pricing agendas pushed by UBNT have forced competition to become more innovative. When you had to bundle equipment together to make a CPE work versus buying it the way we do todaythis has not only helped the industry, but also helped UBNT. Regards, Chuck On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett < af...@zirkel.us > wrote: It seems to be the thing de jour for investment bankers is to short something and then bash it because it's about to go down. Jamie diamond kinda did the same thing with bitcoin (although I don't know if he was actually invested in bitcoin) 1. Short something 2. write some FUD 3. Profit!!! Yay 🎉 -sean On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds < j...@kyneticwifi.com > wrote: Didn't somebody do this to one of the credit agencies just last week? Breach the company, bet on the stock going down, release the breach info, profit. On Sep 19, 2017 7:35 PM, "Carl Peterson" < cpeter...@portnetworks.com > wrote: They are short UBNT. They could look up UBNT's new address but that doesn't help their case so why would they. They shorted UBNT based on the theory that it couldn't work unless it was run by a "real CEO" and management team, I.e people from their club. They got hit hard in the recent run up in share price and are throwing all the mud they can find at the wall in the hopes that some of it might stick. This isn't a research report by a disinterested third party. On Sep 19, 2017, at 8:07 PM, Mathew Howard < mhoward...@gmail.com > wrote: Yeah, there seems to be a lot of complete nonsense in there. They say that nobody is going to sit on a forum helping people setup home router, which may very well be true, but they seem to be assuming that the majority of what Ubiquiti sells is home routers... and I'm pretty sure home routers are actually a pretty tiny percentage of their sales. If you spend a few minutes on the UBNT forums, it's pretty clear that these "evangelists" really do exist, and there are quite a few of them. I could be way off, but as far as I can tell, the majority of UBNT's income is from unifi, airmax and airfiber... and that's a very different market from what the likes of Netgear is dealing with. It's entirely possible that there is some kind of fraud going on, and there are some points in there that are a bit worrying, but there's a lot of stuff in there that makes me think they didn't do anywhere near as much research into the company as they should have before writing something like that. On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett < dmmoff...@gmail.com > wrote: 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 ou
Re: [AFMUG] OT. Is it time to buy UBNT stock?
I used to think financial guys were smart and "in the know" but having this window into the realz, it makes me wonder if any of these people know anything about companies they talk about On Wed, Sep 20, 2017 at 11:56 AM, Sterling Jacobson wrote: > Lol! > > > > Were any actual investors complaining about UBNT before the ‘big news’? > > > > I didn’t hear of it, but then again, I don’t have stock. > > > > *From:* Af [mailto:af-boun...@afmug.com] *On Behalf Of *CBB - Jay Fuller > *Sent:* Wednesday, September 20, 2017 9:23 AM > *To:* af@afmug.com > *Subject:* Re: [AFMUG] OT. Is it time to buy UBNT stock? > > > > > > up 2% today. imagine that > > > > - Original Message - > > *From:* Steve Jones > > *To:* af@afmug.com > > *Sent:* Wednesday, September 20, 2017 9:03 AM > > *Subject:* Re: [AFMUG] OT. Is it time to buy UBNT stock? > > > > So bloomberg is hammering them this mirning for not having a big enough > board > > Gee, i wonder how it is a company that avoids bloat could have good numbers > > > > On Sep 19, 2017 8:56 PM, "Chuck Hogg" wrote: > > I agree with a lot that's been said. > > > > 1. There are plenty of evangelists. Hell, come to WISPAPALOOZA and you'll > find hundreds of them, hell they'll likely be wearing UBNT shirts! > > 2. Netgear is their competition? So very far from it. Maybe in > AmpliFi...but what about the 4+ other lines, AirMax, AirFiber, UniFi, and > the accessories. > > 3. They are one of the most successful in their core space, the WISP > market. And all the disruptive pricing agendas pushed by UBNT have forced > competition to become more innovative. When you had to bundle equipment > together to make a CPE work versus buying it the way we do todaythis > has not only helped the industry, but also helped UBNT. > > > > > > > Regards, > Chuck > > > > On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett wrote: > > It seems to be the thing de jour for investment bankers is to short > something and then bash it because it's about to go down. > > > > Jamie diamond kinda did the same thing with bitcoin (although I don't know > if he was actually invested in bitcoin) > > > > 1. Short something > > 2. write some FUD > > 3. Profit!!! > > > > Yay 🎉 > > > > -sean > > > > > > On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds > wrote: > > Didn't somebody do this to one of the credit agencies just last week? > > > > Breach the company, bet on the stock going down, release the breach info, > profit. > > > > On Sep 19, 2017 7:35 PM, "Carl Peterson" > wrote: > > > They are short UBNT. They could look up UBNT's new address but that > doesn't help their case so why would they. They shorted UBNT based on the > theory that it couldn't work unless it was run by a "real CEO" and > management team, I.e people from their club. They got hit hard in the > recent run up in share price and are throwing all the mud they can find at > the wall in the hopes that some of it might stick. This isn't a research > report by a disinterested third party. > > > On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: > > Yeah, there seems to be a lot of complete nonsense in there. They say that > nobody is going to sit on a forum helping people setup home router, which > may very well be true, but they seem to be assuming that the majority of > what Ubiquiti sells is home routers... and I'm pretty sure home routers are > actually a pretty tiny percentage of their sales. > > > > If you spend a few minutes on the UBNT forums, it's pretty clear that > these "evangelists" really do exist, and there are quite a few of them. > > I could be way off, but as far as I can tell, the majority of UBNT's > income is from unifi, airmax and airfiber... and that's a very different > market from what the likes of Netgear is dealing with. > > It's entirely possible that there is some kind of fraud going on, and > there are some points in there that are a bit worrying, but there's a lot > of stuff in there that makes me think they didn't do anywhere near as much > research into the company as they should have before writing something like > that. > > > > On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett wrote: > > 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 disru
Re: [AFMUG] OT. Is it time to buy UBNT stock?
Lol! Were any actual investors complaining about UBNT before the ‘big news’? I didn’t hear of it, but then again, I don’t have stock. From: Af [mailto:af-boun...@afmug.com] On Behalf Of CBB - Jay Fuller Sent: Wednesday, September 20, 2017 9:23 AM To: af@afmug.com Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? up 2% today. imagine that - Original Message - From: Steve Jones<mailto:thatoneguyst...@gmail.com> To: af@afmug.com<mailto:af@afmug.com> Sent: Wednesday, September 20, 2017 9:03 AM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? So bloomberg is hammering them this mirning for not having a big enough board Gee, i wonder how it is a company that avoids bloat could have good numbers On Sep 19, 2017 8:56 PM, "Chuck Hogg" mailto:ch...@shelbybb.com>> wrote: I agree with a lot that's been said. 1. There are plenty of evangelists. Hell, come to WISPAPALOOZA and you'll find hundreds of them, hell they'll likely be wearing UBNT shirts! 2. Netgear is their competition? So very far from it. Maybe in AmpliFi...but what about the 4+ other lines, AirMax, AirFiber, UniFi, and the accessories. 3. They are one of the most successful in their core space, the WISP market. And all the disruptive pricing agendas pushed by UBNT have forced competition to become more innovative. When you had to bundle equipment together to make a CPE work versus buying it the way we do todaythis has not only helped the industry, but also helped UBNT. Regards, Chuck On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett mailto:af...@zirkel.us>> wrote: It seems to be the thing de jour for investment bankers is to short something and then bash it because it's about to go down. Jamie diamond kinda did the same thing with bitcoin (although I don't know if he was actually invested in bitcoin) 1. Short something 2. write some FUD 3. Profit!!! Yay 🎉 -sean On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds mailto:j...@kyneticwifi.com>> wrote: Didn't somebody do this to one of the credit agencies just last week? Breach the company, bet on the stock going down, release the breach info, profit. On Sep 19, 2017 7:35 PM, "Carl Peterson" mailto:cpeter...@portnetworks.com>> wrote: They are short UBNT. They could look up UBNT's new address but that doesn't help their case so why would they. They shorted UBNT based on the theory that it couldn't work unless it was run by a "real CEO" and management team, I.e people from their club. They got hit hard in the recent run up in share price and are throwing all the mud they can find at the wall in the hopes that some of it might stick. This isn't a research report by a disinterested third party. On Sep 19, 2017, at 8:07 PM, Mathew Howard mailto:mhoward...@gmail.com>> wrote: Yeah, there seems to be a lot of complete nonsense in there. They say that nobody is going to sit on a forum helping people setup home router, which may very well be true, but they seem to be assuming that the majority of what Ubiquiti sells is home routers... and I'm pretty sure home routers are actually a pretty tiny percentage of their sales. If you spend a few minutes on the UBNT forums, it's pretty clear that these "evangelists" really do exist, and there are quite a few of them. I could be way off, but as far as I can tell, the majority of UBNT's income is from unifi, airmax and airfiber... and that's a very different market from what the likes of Netgear is dealing with. It's entirely possible that there is some kind of fraud going on, and there are some points in there that are a bit worrying, but there's a lot of stuff in there that makes me think they didn't do anywhere near as much research into the company as they should have before writing something like that. On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett mailto:dmmoff...@gmail.com>> wrote: 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 stupidwhen 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 s
Re: [AFMUG] OT. Is it time to buy UBNT stock?
up 2% today. imagine that - Original Message - From: Steve Jones To: af@afmug.com Sent: Wednesday, September 20, 2017 9:03 AM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? So bloomberg is hammering them this mirning for not having a big enough board Gee, i wonder how it is a company that avoids bloat could have good numbers On Sep 19, 2017 8:56 PM, "Chuck Hogg" wrote: I agree with a lot that's been said. 1. There are plenty of evangelists. Hell, come to WISPAPALOOZA and you'll find hundreds of them, hell they'll likely be wearing UBNT shirts! 2. Netgear is their competition? So very far from it. Maybe in AmpliFi...but what about the 4+ other lines, AirMax, AirFiber, UniFi, and the accessories. 3. They are one of the most successful in their core space, the WISP market. And all the disruptive pricing agendas pushed by UBNT have forced competition to become more innovative. When you had to bundle equipment together to make a CPE work versus buying it the way we do todaythis has not only helped the industry, but also helped UBNT. Regards, Chuck On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett wrote: It seems to be the thing de jour for investment bankers is to short something and then bash it because it's about to go down. Jamie diamond kinda did the same thing with bitcoin (although I don't know if he was actually invested in bitcoin) 1. Short something 2. write some FUD 3. Profit!!! Yay 🎉 -sean On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds wrote: Didn't somebody do this to one of the credit agencies just last week? Breach the company, bet on the stock going down, release the breach info, profit. On Sep 19, 2017 7:35 PM, "Carl Peterson" wrote: They are short UBNT. They could look up UBNT's new address but that doesn't help their case so why would they. They shorted UBNT based on the theory that it couldn't work unless it was run by a "real CEO" and management team, I.e people from their club. They got hit hard in the recent run up in share price and are throwing all the mud they can find at the wall in the hopes that some of it might stick. This isn't a research report by a disinterested third party. On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: Yeah, there seems to be a lot of complete nonsense in there. They say that nobody is going to sit on a forum helping people setup home router, which may very well be true, but they seem to be assuming that the majority of what Ubiquiti sells is home routers... and I'm pretty sure home routers are actually a pretty tiny percentage of their sales. If you spend a few minutes on the UBNT forums, it's pretty clear that these "evangelists" really do exist, and there are quite a few of them. I could be way off, but as far as I can tell, the majority of UBNT's income is from unifi, airmax and airfiber... and that's a very different market from what the likes of Netgear is dealing with. It's entirely possible that there is some kind of fraud going on, and there are some points in there that are a bit worrying, but there's a lot of stuff in there that makes me think they didn't do anywhere near as much research into the company as they should have before writing something like that. On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett wrote: 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 stupidwhen 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" To: af@afmug.com Sent: 9/19/2017 7:21:08 PM Subject: Re: [AFMUG]
Re: [AFMUG] OT. Is it time to buy UBNT stock?
So bloomberg is hammering them this mirning for not having a big enough board Gee, i wonder how it is a company that avoids bloat could have good numbers On Sep 19, 2017 8:56 PM, "Chuck Hogg" wrote: I agree with a lot that's been said. 1. There are plenty of evangelists. Hell, come to WISPAPALOOZA and you'll find hundreds of them, hell they'll likely be wearing UBNT shirts! 2. Netgear is their competition? So very far from it. Maybe in AmpliFi...but what about the 4+ other lines, AirMax, AirFiber, UniFi, and the accessories. 3. They are one of the most successful in their core space, the WISP market. And all the disruptive pricing agendas pushed by UBNT have forced competition to become more innovative. When you had to bundle equipment together to make a CPE work versus buying it the way we do todaythis has not only helped the industry, but also helped UBNT. Regards, Chuck On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett wrote: > It seems to be the thing de jour for investment bankers is to short > something and then bash it because it's about to go down. > > Jamie diamond kinda did the same thing with bitcoin (although I don't know > if he was actually invested in bitcoin) > > 1. Short something > 2. write some FUD > 3. Profit!!! > > Yay 🎉 > > -sean > > > On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds > wrote: > >> Didn't somebody do this to one of the credit agencies just last week? >> >> Breach the company, bet on the stock going down, release the breach info, >> profit. >> >> On Sep 19, 2017 7:35 PM, "Carl Peterson" >> wrote: >> >> >> They are short UBNT. They could look up UBNT's new address but that >> doesn't help their case so why would they. They shorted UBNT based on the >> theory that it couldn't work unless it was run by a "real CEO" and >> management team, I.e people from their club. They got hit hard in the >> recent run up in share price and are throwing all the mud they can find at >> the wall in the hopes that some of it might stick. This isn't a research >> report by a disinterested third party. >> >> On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: >> >> Yeah, there seems to be a lot of complete nonsense in there. They say >> that nobody is going to sit on a forum helping people setup home router, >> which may very well be true, but they seem to be assuming that the majority >> of what Ubiquiti sells is home routers... and I'm pretty sure home routers >> are actually a pretty tiny percentage of their sales. >> >> If you spend a few minutes on the UBNT forums, it's pretty clear that >> these "evangelists" really do exist, and there are quite a few of them. >> >> I could be way off, but as far as I can tell, the majority of UBNT's >> income is from unifi, airmax and airfiber... and that's a very different >> market from what the likes of Netgear is dealing with. >> >> It's entirely possible that there is some kind of fraud going on, and >> there are some points in there that are a bit worrying, but there's a lot >> of stuff in there that makes me think they didn't do anywhere near as much >> research into the company as they should have before writing something like >> that. >> >> On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett >> wrote: >> >>> 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 stupidwhen 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. >>> >>> >>> -
Re: [AFMUG] OT. Is it time to buy UBNT stock?
I agree with a lot that's been said. 1. There are plenty of evangelists. Hell, come to WISPAPALOOZA and you'll find hundreds of them, hell they'll likely be wearing UBNT shirts! 2. Netgear is their competition? So very far from it. Maybe in AmpliFi...but what about the 4+ other lines, AirMax, AirFiber, UniFi, and the accessories. 3. They are one of the most successful in their core space, the WISP market. And all the disruptive pricing agendas pushed by UBNT have forced competition to become more innovative. When you had to bundle equipment together to make a CPE work versus buying it the way we do todaythis has not only helped the industry, but also helped UBNT. Regards, Chuck On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett wrote: > It seems to be the thing de jour for investment bankers is to short > something and then bash it because it's about to go down. > > Jamie diamond kinda did the same thing with bitcoin (although I don't know > if he was actually invested in bitcoin) > > 1. Short something > 2. write some FUD > 3. Profit!!! > > Yay 🎉 > > -sean > > > On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds > wrote: > >> Didn't somebody do this to one of the credit agencies just last week? >> >> Breach the company, bet on the stock going down, release the breach info, >> profit. >> >> On Sep 19, 2017 7:35 PM, "Carl Peterson" >> wrote: >> >> >> They are short UBNT. They could look up UBNT's new address but that >> doesn't help their case so why would they. They shorted UBNT based on the >> theory that it couldn't work unless it was run by a "real CEO" and >> management team, I.e people from their club. They got hit hard in the >> recent run up in share price and are throwing all the mud they can find at >> the wall in the hopes that some of it might stick. This isn't a research >> report by a disinterested third party. >> >> On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: >> >> Yeah, there seems to be a lot of complete nonsense in there. They say >> that nobody is going to sit on a forum helping people setup home router, >> which may very well be true, but they seem to be assuming that the majority >> of what Ubiquiti sells is home routers... and I'm pretty sure home routers >> are actually a pretty tiny percentage of their sales. >> >> If you spend a few minutes on the UBNT forums, it's pretty clear that >> these "evangelists" really do exist, and there are quite a few of them. >> >> I could be way off, but as far as I can tell, the majority of UBNT's >> income is from unifi, airmax and airfiber... and that's a very different >> market from what the likes of Netgear is dealing with. >> >> It's entirely possible that there is some kind of fraud going on, and >> there are some points in there that are a bit worrying, but there's a lot >> of stuff in there that makes me think they didn't do anywhere near as much >> research into the company as they should have before writing something like >> that. >> >> On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett >> wrote: >> >>> 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 stupidwhen 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" >>> To: af@afmug.com >>> Sent: 9/19/2017 7:21:08 PM >>> Subject: Re: [AFMUG] OT. Is it time to buy UBNT
Re: [AFMUG] OT. Is it time to buy UBNT stock?
It seems to be the thing de jour for investment bankers is to short something and then bash it because it's about to go down. Jamie diamond kinda did the same thing with bitcoin (although I don't know if he was actually invested in bitcoin) 1. Short something 2. write some FUD 3. Profit!!! Yay 🎉 -sean On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds wrote: > Didn't somebody do this to one of the credit agencies just last week? > > Breach the company, bet on the stock going down, release the breach info, > profit. > > On Sep 19, 2017 7:35 PM, "Carl Peterson" > wrote: > > > They are short UBNT. They could look up UBNT's new address but that > doesn't help their case so why would they. They shorted UBNT based on the > theory that it couldn't work unless it was run by a "real CEO" and > management team, I.e people from their club. They got hit hard in the > recent run up in share price and are throwing all the mud they can find at > the wall in the hopes that some of it might stick. This isn't a research > report by a disinterested third party. > > On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: > > Yeah, there seems to be a lot of complete nonsense in there. They say that > nobody is going to sit on a forum helping people setup home router, which > may very well be true, but they seem to be assuming that the majority of > what Ubiquiti sells is home routers... and I'm pretty sure home routers are > actually a pretty tiny percentage of their sales. > > If you spend a few minutes on the UBNT forums, it's pretty clear that > these "evangelists" really do exist, and there are quite a few of them. > > I could be way off, but as far as I can tell, the majority of UBNT's > income is from unifi, airmax and airfiber... and that's a very different > market from what the likes of Netgear is dealing with. > > It's entirely possible that there is some kind of fraud going on, and > there are some points in there that are a bit worrying, but there's a lot > of stuff in there that makes me think they didn't do anywhere near as much > research into the company as they should have before writing something like > that. > > On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett wrote: > >> 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 stupidwhen 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" >> 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" 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-
Re: [AFMUG] OT. Is it time to buy UBNT stock?
Yeah that report has questionable legality and incomplete research. I know what I'm getting ready to do... Jon Langeler Michwave Technologies, Inc. > On Sep 19, 2017, at 8:35 PM, Carl Peterson wrote: > > > They are short UBNT. They could look up UBNT's new address but that doesn't > help their case so why would they. They shorted UBNT based on the theory > that it couldn't work unless it was run by a "real CEO" and management team, > I.e people from their club. They got hit hard in the recent run up in share > price and are throwing all the mud they can find at the wall in the hopes > that some of it might stick. This isn't a research report by a disinterested > third party. > >> On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: >> >> Yeah, there seems to be a lot of complete nonsense in there. They say that >> nobody is going to sit on a forum helping people setup home router, which >> may very well be true, but they seem to be assuming that the majority of >> what Ubiquiti sells is home routers... and I'm pretty sure home routers are >> actually a pretty tiny percentage of their sales. >> >> If you spend a few minutes on the UBNT forums, it's pretty clear that these >> "evangelists" really do exist, and there are quite a few of them. >> >> I could be way off, but as far as I can tell, the majority of UBNT's income >> is from unifi, airmax and airfiber... and that's a very different market >> from what the likes of Netgear is dealing with. >> >> It's entirely possible that there is some kind of fraud going on, and there >> are some points in there that are a bit worrying, but there's a lot of stuff >> in there that makes me think they didn't do anywhere near as much research >> into the company as they should have before writing something like that. >> >>> On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett wrote: >>> 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 stupidwhen 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" >>> 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" wrote: >>>>> I wouldn't be concerned about most of those. Which points are worth >>>>> addressing? >>>>> >>>>> >>>>> >>>>> - >>>>> Mike Hammett >>>>> Intelligent Computing Solutions >>>>> >>>>> Midwest Internet Exchange >>>>> >>>>> The Brothers WISP >>>>> >>>>> >>>>> >>>>> >>>>> From: "Adam Moffett" >>>>> 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. >>>>&
Re: [AFMUG] OT. Is it time to buy UBNT stock?
Were they netgear routers? ROFL (quote from video: netgear is ubnt's closest publically traded competitionwhich might actually be true since basically no one in this space is publically traded...) - Original Message - From: Chris Wright To: af@afmug.com Sent: Tuesday, September 19, 2017 7:02 PM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? I agree. I was nodding my head when he went off on his little tirade about how UBNT users are supposedly fanatical about their gear. Well… yeah I can think of more than a dozen people here who have been chugging the Kool Aid for years now. I’ll run out of fingers if I try to count how many networks I’ve helped set up just because I was excited to get friends and family off their crappy Walmart routers. Chris Wright Network Administrator From: Af [mailto:af-boun...@afmug.com] On Behalf Of Adam Moffett Sent: Tuesday, September 19, 2017 4:42 PM To: af@afmug.com Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? 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 stupidwhen 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" 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" wrote: I wouldn't be concerned about most of those. Which points are worth addressing? - Mike Hammett Intelligent Computing Solutions Midwest Internet Exchange The Brothers WISP From: "Adam Moffett" 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" 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 Midwest Internet Exchange The Brothers WISP -- From: "Adam Moffett" 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/ -- Original Message ------ From: "Jeremy" 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."
Re: [AFMUG] OT. Is it time to buy UBNT stock?
Didn't somebody do this to one of the credit agencies just last week? Breach the company, bet on the stock going down, release the breach info, profit. On Sep 19, 2017 7:35 PM, "Carl Peterson" wrote: They are short UBNT. They could look up UBNT's new address but that doesn't help their case so why would they. They shorted UBNT based on the theory that it couldn't work unless it was run by a "real CEO" and management team, I.e people from their club. They got hit hard in the recent run up in share price and are throwing all the mud they can find at the wall in the hopes that some of it might stick. This isn't a research report by a disinterested third party. On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: Yeah, there seems to be a lot of complete nonsense in there. They say that nobody is going to sit on a forum helping people setup home router, which may very well be true, but they seem to be assuming that the majority of what Ubiquiti sells is home routers... and I'm pretty sure home routers are actually a pretty tiny percentage of their sales. If you spend a few minutes on the UBNT forums, it's pretty clear that these "evangelists" really do exist, and there are quite a few of them. I could be way off, but as far as I can tell, the majority of UBNT's income is from unifi, airmax and airfiber... and that's a very different market from what the likes of Netgear is dealing with. It's entirely possible that there is some kind of fraud going on, and there are some points in there that are a bit worrying, but there's a lot of stuff in there that makes me think they didn't do anywhere near as much research into the company as they should have before writing something like that. On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett wrote: > 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 stupidwhen 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" > 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" 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" >> *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" >> To: af@afmug.com >> Sent: 9
Re: [AFMUG] OT. Is it time to buy UBNT stock?
They are short UBNT. They could look up UBNT's new address but that doesn't help their case so why would they. They shorted UBNT based on the theory that it couldn't work unless it was run by a "real CEO" and management team, I.e people from their club. They got hit hard in the recent run up in share price and are throwing all the mud they can find at the wall in the hopes that some of it might stick. This isn't a research report by a disinterested third party. > On Sep 19, 2017, at 8:07 PM, Mathew Howard wrote: > > Yeah, there seems to be a lot of complete nonsense in there. They say that > nobody is going to sit on a forum helping people setup home router, which may > very well be true, but they seem to be assuming that the majority of what > Ubiquiti sells is home routers... and I'm pretty sure home routers are > actually a pretty tiny percentage of their sales. > > If you spend a few minutes on the UBNT forums, it's pretty clear that these > "evangelists" really do exist, and there are quite a few of them. > > I could be way off, but as far as I can tell, the majority of UBNT's income > is from unifi, airmax and airfiber... and that's a very different market from > what the likes of Netgear is dealing with. > > It's entirely possible that there is some kind of fraud going on, and there > are some points in there that are a bit worrying, but there's a lot of stuff > in there that makes me think they didn't do anywhere near as much research > into the company as they should have before writing something like that. > >> On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett wrote: >> 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 stupidwhen 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" >> 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" wrote: >>>> I wouldn't be concerned about most of those. Which points are worth >>>> addressing? >>>> >>>> >>>> >>>> - >>>> Mike Hammett >>>> Intelligent Computing Solutions >>>> >>>> Midwest Internet Exchange >>>> >>>> The Brothers WISP >>>> >>>> >>>> >>>> >>>> From: "Adam Moffett" >>>> 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" >>>> 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 Com
Re: [AFMUG] OT. Is it time to buy UBNT stock?
Yeah, there seems to be a lot of complete nonsense in there. They say that nobody is going to sit on a forum helping people setup home router, which may very well be true, but they seem to be assuming that the majority of what Ubiquiti sells is home routers... and I'm pretty sure home routers are actually a pretty tiny percentage of their sales. If you spend a few minutes on the UBNT forums, it's pretty clear that these "evangelists" really do exist, and there are quite a few of them. I could be way off, but as far as I can tell, the majority of UBNT's income is from unifi, airmax and airfiber... and that's a very different market from what the likes of Netgear is dealing with. It's entirely possible that there is some kind of fraud going on, and there are some points in there that are a bit worrying, but there's a lot of stuff in there that makes me think they didn't do anywhere near as much research into the company as they should have before writing something like that. On Tue, Sep 19, 2017 at 6:42 PM, Adam Moffett wrote: > 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 stupidwhen 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" > 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" 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" >> *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" >> 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>
Re: [AFMUG] OT. Is it time to buy UBNT stock?
I know bots were added. I don't know how many. That's what happens when you put your forum and systems out on hackerOne for pen testing. On Sep 19, 2017 6:42 PM, "Adam Moffett" wrote: > 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 stupidwhen 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" > 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" 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" >> *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" >> 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" >> *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/ >> >> >> >> -- Original Message -- >> From: "Jeremy" >&
Re: [AFMUG] OT. Is it time to buy UBNT stock?
I agree. I was nodding my head when he went off on his little tirade about how UBNT users are supposedly fanatical about their gear. Well… yeah I can think of more than a dozen people here who have been chugging the Kool Aid for years now. I’ll run out of fingers if I try to count how many networks I’ve helped set up just because I was excited to get friends and family off their crappy Walmart routers. Chris Wright Network Administrator From: Af [mailto:af-boun...@afmug.com] On Behalf Of Adam Moffett Sent: Tuesday, September 19, 2017 4:42 PM To: af@afmug.com Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? 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 stupidwhen 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" 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" wrote: I wouldn't be concerned about most of those. Which points are worth addressing? - Mike Hammett <http://www.ics-il.com/> Intelligent Computing Solutions <https://www.facebook.com/ICSIL> <https://plus.google.com/+IntelligentComputingSolutionsDeKalb> <https://www.linkedin.com/company/intelligent-computing-solutions> <https://twitter.com/ICSIL> <http://www.midwest-ix.com/> Midwest Internet Exchange <https://www.facebook.com/mdwestix> <https://www.linkedin.com/company/midwest-internet-exchange> <https://twitter.com/mdwestix> <http://www.thebrotherswisp.com/> The Brothers WISP <https://www.facebook.com/thebrotherswisp> <https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg> _ From: "Adam Moffett" 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" 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 <http://www.ics-il.com/> Intelligent Computing Solutions <https://www.facebook.com/ICSIL> <https://plus.google.com/+IntelligentComputingSolutionsDeKalb> <https://www.linkedin.com/company/intelligent-computing-solutions> <https://twitter.com/ICSIL> <http://www.midwest-ix.com/> Midwest Internet Exchange <https://www.facebook.com/mdwestix> <https://www.linkedin.com/company/midwest-internet-exchange> <https://twitter.com/mdwestix> <http://www.thebrotherswisp.com/> The Brothers WISP <https://www.facebook.com/thebrotherswisp> <https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg> _ From: "Adam Moffett" 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/ -- Original Message -- From: "Jeremy" 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, Gew
Re: [AFMUG] OT. Is it time to buy UBNT stock?
smart enough to find Ubiquiti's current address and wanting to find Ubiquiti's current address may be 2 separate issues ;) As for numbers and sales...These are broken out in quarterly reports (US sales vs other areas, etc...). On Tue, Sep 19, 2017 at 5:42 PM, Adam Moffett wrote: > 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 stupidwhen 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" > 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" 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" >> *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" >> 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" >> *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/ >> >> >>
Re: [AFMUG] OT. Is it time to buy UBNT stock?
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 stupidwhen 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" 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" 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" 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" 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" 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" 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"
Re: [AFMUG] OT. Is it time to buy UBNT stock?
We actually just opened 72k+ SQFT facility near Salt Lake City (have 2 locations there now and then will consolidate to the one when new office is complete) and have opened up several other offices. It is true that we moved out of the SJ office. We are very happy with where we have opened these new offices/warehouses and happy with the expansion ;) Thanks, Ben On Tue, Sep 19, 2017 at 5:21 PM, Josh Reynolds wrote: > 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" 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" >> *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" >> 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" >> *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/ >> >> >> >> -- Original Message -- >> From: "Jeremy" >> 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 >> 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" >>> 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 >>> >>> >> >> >>
Re: [AFMUG] OT. Is it time to buy UBNT stock?
It's *always* time to buy UBNT stock. On 9/19/17 6:31 AM, Jerry Head wrote: https://goo.gl/JqRHCV
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" 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" > *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" > 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" > *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/ > > > > -- Original Message -- > From: "Jeremy" > 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 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" >> 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 >> >> > > >
Re: [AFMUG] OT. Is it time to buy UBNT stock?
One point I saw someone else make: In the past, Left’s Citron reports have taken on troubled companies like Valeant and Express Scripts, but he's had misses, too. In April 2016 Citron published a report claiming that Mobileye was worth $11 a share, but in less than a year the company was bought by Intel for $15 billion, or $65.34 a share. And in late 2016 Citron put out a report stating that Nvidia’s shares were ready to fall to $90 but instead stock prices have nearly doubled in 2017. - Mike Hammett Intelligent Computing Solutions Midwest Internet Exchange The Brothers WISP - Original Message - From: "Jerry Head" To: af@afmug.com Sent: Tuesday, September 19, 2017 8:31:02 AM Subject: [AFMUG] OT. Is it time to buy UBNT stock? https://goo.gl/JqRHCV
Re: [AFMUG] OT. Is it time to buy UBNT stock?
I wouldn't be concerned about most of those. Which points are worth addressing? - Mike Hammett Intelligent Computing Solutions Midwest Internet Exchange The Brothers WISP - Original Message - From: "Adam Moffett" 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 Midwest Internet Exchange The Brothers WISP - Original Message - 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/ -- 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
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" 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" 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/ ------ Original Message ------ From: "Jeremy" 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 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" 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
Re: [AFMUG] OT. Is it time to buy UBNT stock?
The report itself or what the report revealed? - Mike Hammett Intelligent Computing Solutions Midwest Internet Exchange The Brothers WISP - Original Message - From: "Adam Moffett" 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/ -- 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
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/ -- Original Message -- From: "Jeremy" 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 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" 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
Re: [AFMUG] OT. Is it time to buy UBNT stock?
I wonder how embargos work for insiders on deals like this. You know crap is coming out, but I think you are legally prevented from shorting your own stock for some time. From: Josh Luthman Sent: Tuesday, September 19, 2017 11:47 AM To: af@afmug.com Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? It's just so convenient UBNT was at an all time high when the article came out! Josh Luthman Office: 937-552-2340 Direct: 937-552-2343 1100 Wayne St Suite 1337 Troy, OH 45373 On Tue, Sep 19, 2017 at 1:45 PM, Mark Radabaugh wrote: He knows how to make money short selling a stock. Probably made a hell of a lot of money yesterday. He might need some of it for SEC lawyers, but he will probably still come out in the black. Mark On Sep 19, 2017, at 1:32 PM, CBB - Jay Fuller wrote: NETGEAR is their closest competitor bwhawhahwhraahahaha this guy doesn't know a %(*$ thing. http://www.citronresearch.com/citron-exposes-ubiquiti-networks/ - Original Message - From: Sterling Jacobson To: af@afmug.com Sent: Tuesday, September 19, 2017 11:37 AM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? Sounds like their numbers don’t add up at all on first take. Just a wild guess, but I’m thinking too much off-shoring of funds. From: Af [mailto:af-boun...@afmug.com] On Behalf Of Jeremy Sent: Tuesday, September 19, 2017 10:27 AM To: af@afmug.com 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 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" 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
Re: [AFMUG] OT. Is it time to buy UBNT stock?
It's just so convenient UBNT was at an all time high when the article came out! Josh Luthman Office: 937-552-2340 <(937)%20552-2340> Direct: 937-552-2343 <(937)%20552-2343> 1100 Wayne St Suite 1337 Troy, OH 45373 On Tue, Sep 19, 2017 at 1:45 PM, Mark Radabaugh wrote: > He knows how to make money short selling a stock. Probably made a hell > of a lot of money yesterday. He might need some of it for SEC lawyers, > but he will probably still > come out in the black. > > Mark > > > > On Sep 19, 2017, at 1:32 PM, CBB - Jay Fuller > wrote: > > > > NETGEAR is their closest competitor > > bwhawhahwhraahahaha > > this guy doesn't know a %(*$ thing. > > http://www.citronresearch.com/citron-exposes-ubiquiti-networks/ > > > > - Original Message - > *From:* Sterling Jacobson > *To:* af@afmug.com > *Sent:* Tuesday, September 19, 2017 11:37 AM > *Subject:* Re: [AFMUG] OT. Is it time to buy UBNT stock? > > Sounds like their numbers don’t add up at all on first take. > > Just a wild guess, but I’m thinking too much off-shoring of funds. > > > *From:* Af [mailto:af-boun...@afmug.com ] *On > Behalf Of *Jeremy > *Sent:* Tuesday, September 19, 2017 10:27 AM > *To:* af@afmug.com > *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 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" > 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 > > > > >
Re: [AFMUG] OT. Is it time to buy UBNT stock?
He knows how to make money short selling a stock. Probably made a hell of a lot of money yesterday. He might need some of it for SEC lawyers, but he will probably still come out in the black. Mark > On Sep 19, 2017, at 1:32 PM, CBB - Jay Fuller > wrote: > > > > NETGEAR is their closest competitor > > bwhawhahwhraahahaha > > this guy doesn't know a %(*$ thing. > > http://www.citronresearch.com/citron-exposes-ubiquiti-networks/ > <http://www.citronresearch.com/citron-exposes-ubiquiti-networks/> > > >> - Original Message - >> From: Sterling Jacobson <mailto:sterl...@avative.net> >> To: af@afmug.com <mailto:af@afmug.com> >> Sent: Tuesday, September 19, 2017 11:37 AM >> Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? >> >> Sounds like their numbers don’t add up at all on first take. >> >> Just a wild guess, but I’m thinking too much off-shoring of funds. >> >> >> From: Af [mailto:af-boun...@afmug.com <mailto:af-boun...@afmug.com>] On >> Behalf Of Jeremy >> Sent: Tuesday, September 19, 2017 10:27 AM >> To: af@afmug.com <mailto:af@afmug.com> >> 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 >> <http://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 > <mailto: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" >> <mailto:li...@blountbroadband.com>> >>> To: af@afmug.com <mailto: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 <https://goo.gl/JqRHCV> >>
Re: [AFMUG] OT. Is it time to buy UBNT stock?
NETGEAR is their closest competitor bwhawhahwhraahahaha this guy doesn't know a %(*$ thing. http://www.citronresearch.com/citron-exposes-ubiquiti-networks/ - Original Message - From: Sterling Jacobson To: af@afmug.com Sent: Tuesday, September 19, 2017 11:37 AM Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? Sounds like their numbers don’t add up at all on first take. Just a wild guess, but I’m thinking too much off-shoring of funds. From: Af [mailto:af-boun...@afmug.com] On Behalf Of Jeremy Sent: Tuesday, September 19, 2017 10:27 AM To: af@afmug.com 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 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" 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
Re: [AFMUG] OT. Is it time to buy UBNT stock?
Sounds like their numbers don’t add up at all on first take. Just a wild guess, but I’m thinking too much off-shoring of funds. From: Af [mailto:af-boun...@afmug.com] On Behalf Of Jeremy Sent: Tuesday, September 19, 2017 10:27 AM To: af@afmug.com 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<http://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 mailto: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" mailto:li...@blountbroadband.com>> To: af@afmug.com<mailto: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
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 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" > 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 > >
Re: [AFMUG] OT. Is it time to buy UBNT stock?
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" 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