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 <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 stupid....when Latvia does in fact make electronics. So he's > clearly not infallible. > > If the only reason for the empty office photos is that they moved, then > that's a huge oversight on Left's part. Seemed like a smoking gun, but I > assumed the person writing the report is smart enough to find Ubiquiti's > current address. Maybe I assumed wrong. > > The forum being full of bots and lurkers seemed bad at first pass, but in > hindsight I guess all forums are full of bots and lurkers. > > He also claimed that the amount U.S. distributors buy from UBNT is > incongruent with their claimed sales. It could still be right if it's like > 90% overseas. Is it? How do we know? > > Just askin. > > > ------ Original Message ------ > From: "Josh Reynolds" <j...@kyneticwifi.com> > To: af@afmug.com > Sent: 9/19/2017 7:21:08 PM > Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? > > I see few points I'm worried about. They moved into a different office in > SJ, I know that much. That happened maybe a year ago? > > Taiwan thing is worrying. > > I believe the Chinese mob tried to cause problems for them awhile back. > Few years ago. > > On Sep 19, 2017 6:07 PM, "Mike Hammett" <af...@ics-il.net> wrote: > >> I wouldn't be concerned about most of those. Which points are worth >> addressing? >> >> >> >> ----- >> Mike Hammett >> Intelligent Computing Solutions <http://www.ics-il.com/> >> <https://www.facebook.com/ICSIL> >> <https://plus.google.com/+IntelligentComputingSolutionsDeKalb> >> <https://www.linkedin.com/company/intelligent-computing-solutions> >> <https://twitter.com/ICSIL> >> Midwest Internet Exchange <http://www.midwest-ix.com/> >> <https://www.facebook.com/mdwestix> >> <https://www.linkedin.com/company/midwest-internet-exchange> >> <https://twitter.com/mdwestix> >> The Brothers WISP <http://www.thebrotherswisp.com/> >> <https://www.facebook.com/thebrotherswisp> >> >> >> <https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg> >> ------------------------------ >> *From: *"Adam Moffett" <dmmoff...@gmail.com> >> *To: *af@afmug.com >> *Sent: *Tuesday, September 19, 2017 6:01:14 PM >> *Subject: *Re: [AFMUG] OT. Is it time to buy UBNT stock? >> >> The content. >> >> It takes a whole lotta splainin to make all the anomalies make sense. >> >> >> ------ Original Message ------ >> From: "Mike Hammett" <af...@ics-il.net> >> To: af@afmug.com >> Sent: 9/19/2017 6:55:22 PM >> Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock? >> >> The report itself or what the report revealed? >> >> >> >> ----- >> Mike Hammett >> Intelligent Computing Solutions <http://www.ics-il.com/> >> <https://www.facebook.com/ICSIL> >> <https://plus.google.com/+IntelligentComputingSolutionsDeKalb> >> <https://www.linkedin.com/company/intelligent-computing-solutions> >> <https://twitter.com/ICSIL> >> Midwest Internet Exchange <http://www.midwest-ix.com/> >> <https://www.facebook.com/mdwestix> >> <https://www.linkedin.com/company/midwest-internet-exchange> >> <https://twitter.com/mdwestix> >> The Brothers WISP <http://www.thebrotherswisp.com/> >> <https://www.facebook.com/thebrotherswisp> >> >> >> <https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg> >> ------------------------------ >> *From: *"Adam Moffett" <dmmoff...@gmail.com> >> *To: *af@afmug.com >> *Sent: *Tuesday, September 19, 2017 5:53:04 PM >> *Subject: *Re: [AFMUG] OT. Is it time to buy UBNT stock? >> >> My first reaction is they've sold a gazillion units of M series, AC >> series, Unifi, etc so why would they have to cheat? >> >> Now that I've read the actual Citron report, I found it ......unsettling. >> http://www.citronresearch.com/citron-exposes-ubiquiti-networks/ >> >> >> >> ------ 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 >>> >>> >> >> >>
