Re: [AFMUG] OT. Is it time to buy UBNT stock?

[CBB - Jay Fuller]

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" <part15...@gmail.com> wrote:

or s**t from Shinola.







bp
<part15sbs{at}gmail{dot}com>

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" <thatoneguyst...@gmail.com>
  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

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Bill Prince]

or s**t from Shinola.



bp
<part15sbs{at}gmail{dot}com>

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" <thatoneguyst...@gmail.com>
*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 <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" <ch...@shelbybb.com
<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
<af...@zirkel.us <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
<j...@kyneticwifi.com <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"
<cpeter...@portnetworks.com
<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
   

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Mike Hammett]

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" <thatoneguyst...@gmail.com> 
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 outsourcing engineering to Latvia like that was obviously 
stupidw

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Steve Jones]

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 <thatoneguyst...@gmail.com>
>
> *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
&

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Sterling Jacobson]

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" 
<ch...@shelbybb.com<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 
<af...@zirkel.us<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 
<j...@kyneticwifi.com<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" 
<cpeter...@portnetworks.com<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 
<mhoward...@gmail.com<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 
<dmmoff...@gmail.com<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 UB

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[CBB - Jay Fuller]

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 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" <j...@kyneticwifi.com>
          To: af@afmug.com
  

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Steve Jones]

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 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 a

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Chuck Hogg]

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 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" <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?

[Sean Heskett]

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 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" <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>
>>

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Jon Langeler]

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 <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 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" <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
>>>>> 
>>>>> Midwest Internet Exchange
>>>>> 
>>>>> The Brothers WISP
>>>>> 
>>>>> 
>>>>> 
>>>>> 
>>>>> 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?
>>>>&g

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[CBB - Jay Fuller]

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" <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

Midwest Internet Exchange

The Brothers WISP








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

  Midwest Internet Exchange

  The Brothers WISP






--

  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

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Josh Reynolds]

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 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" <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: "

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Carl Peterson]

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 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" <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
>>>> 
>>>> Midwest Internet Exchange
>>>> 
>>>> The Brothers WISP
>>>> 
>>>> 
>>>> 
>>>> 
>>>> 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?
>>>> 
>>>> 
>>>> 
>>>> -
>>

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Mathew Howard]

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 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" <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&g

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Josh Reynolds]

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" <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 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/
>>
>>
>&g

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Chris Wright]

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" <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
 <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" <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
 <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" <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 wh

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Ben Moore]

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 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" <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.
>

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Adam Moffett]

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" <j...@kyneticwifi.com>
To: af@afmug.com
Sent: 9/19/2017 7:21:08 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?

I see few points I'm worried about. They moved into a different office 
in SJ, I know that much. That happened maybe a year ago?


Taiwan thing is worrying.

I believe the Chinese mob tried to cause problems for them awhile back. 
Few years ago.


On Sep 19, 2017 6:07 PM, "Mike Hammett" <af...@ics-il.net> wrote:
I wouldn't be concerned about most of those. Which points are worth 
addressing?




-
Mike Hammett
Intelligent Computing Solutions <http://www.ics-il.com/>
<https://www.facebook.com/ICSIL> 
<https://plus.google.com/+IntelligentComputingSolutionsDeKalb> 
<https://www.linkedin.com/company/intelligent-computing-solutions> 
<https://twitter.com/ICSIL>

Midwest Internet Exchange <http://www.midwest-ix.com/>
<https://www.facebook.com/mdwestix> 
<https://www.linkedin.com/company/midwest-internet-exchange> 
<https://twitter.com/mdwestix>

The Brothers WISP <http://www.thebrotherswisp.com/>
<https://www.facebook.com/thebrotherswisp>


<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg>

From: "Adam Moffett" <dmmoff...@gmail.com>
To: af@afmug.com
Sent: Tuesday, September 19, 2017 6:01:14 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?

The content.

It takes a whole lotta splainin to make all the anomalies make sense.


-- Original Message ------
From: "Mike Hammett" <af...@ics-il.net>
To: af@afmug.com
Sent: 9/19/2017 6:55:22 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?


The report itself or what the report revealed?



-
Mike Hammett
Intelligent Computing Solutions <http://www.ics-il.com/>
<https://www.facebook.com/ICSIL> 
<https://plus.google.com/+IntelligentComputingSolutionsDeKalb> 
<https://www.linkedin.com/company/intelligent-computing-solutions> 
<https://twitter.com/ICSIL>

Midwest Internet Exchange <http://www.midwest-ix.com/>
<https://www.facebook.com/mdwestix> 
<https://www.linkedin.com/company/midwest-internet-exchange> 
<https://twitter.com/mdwestix>

The Brothers WISP <http://www.thebrotherswisp.com/>
<https://www.facebook.com/thebrotherswisp>


<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg>
------------
From: "Adam Moffett" <dmmoff...@gmail.com>
To: af@afmug.com
Sent: Tuesday, September 19, 2017 5:53:04 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?

My first reaction is they've sold a gazillion units of M series, AC 
series, Unifi, etc so why would they have to cheat?


Now that I've read the actual Citron report, I found it 
..unsettling.
http://www.citronresearch.com/citron-exposes-ubiquiti-networks/ 
<http://www.citronresearch.com/citron-exposes-ubiquiti-networks/>




-- Original Message --
From: "Jeremy" <jeremysmi...@gmail.com>
To: af@afmug.com
Sent: 9/19/2017 12:26:46 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?

Well, three law firms representing UBNT investors have launched 
investigations today.  I think I will wait and see what they find.


"NEW YORK, Sept. 19, 2017 /PRNewswire/ -- Attorney Advertising -- 
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims 
on behalf of purchasers of Ubiquiti Networks, Inc. ("Ubiquiti" or 
the "Company") (Nasdaq: UBNT). Such investors are encouraged to 
obtain additional information and assist the investigation by 
visiting the firm's site: www.bgandg.com/ubnt."


"LOS ANGELES--(BUSINESS WIRE)--September 19, 2017-- Lundin Law PC, a 
shareholder rights fir

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Ben Moore]

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 <j...@kyneticwifi.com> 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" <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. ("Ubiqu

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Bruce Robertson]

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?

[Josh Reynolds]

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
>>
>>
>
>
>

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Mike Hammett]

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?

[Mike Hammett]

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" <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 

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?

[Adam Moffett]

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

Re: [AFMUG] OT. Is it time to buy UBNT stock?

[Mike Hammett]

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?

[Adam Moffett]

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?

[Chuck McCown]

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 <m...@amplex.net> 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 <par...@cyberbroadband.net> 
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 <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?

[Josh Luthman]

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 <m...@amplex.net> 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 <par...@cyberbroadband.net>
> 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 <sterl...@avative.net>
> *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 <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 <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?

[Mark Radabaugh]

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 <par...@cyberbroadband.net> 
> 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 <dmmoff...@gmail.com 
>> <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" <li...@blountbroadband.com 
>>> <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?

[CBB - Jay Fuller]

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 <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?

[Sterling Jacobson]

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 
<dmmoff...@gmail.com<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" <li...@blountbroadband.com<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?

[Jeremy]

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?

[Adam Moffett]

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