 Reply to albino - Msg #527 - 06/20/2012 17:43
Re: how about that LQDT call earlier today. NICE. BTW< who the hell is still buyi...
Yup, RHT getting hammered AH - lower revenues due to increased competition. Don't be surprised to see reduced margins in Q3 as companies fight for revenues and market share.... ORCL is a big competitor, but there are many smaller start-ups eating up market hshare. Something's gotta give...
I still see CRM as the best short play in the space, it's share price is completely unjustified. VMW is at least making a healthy profit, but I still think its share price is overvalued. These mega growth rates anticipated aren't going to come to fruition. Don't get me wrong, VMW is a good company, but investors have been over-zealous and the current share price isn't justified. |
122.84
30.60
