the article in which you speak talk about how SAPE's internal cost structure is out of whack... FAR out of whack in comparison to one of it's peers. Despite launching "velocity" they appear to still have a high cost structure. also, these cost structures do not change in one quarter. recall that there are restructuring charges associated with this move (as per the earnings call) as well as pains of the movement (DSO shot up to over 80 days).
I hardly take the Motley Fool article as a endorcement of SAPE stock potential..
what, specifically, is your interpretation of the article in which you believe it to be positive?