Websense, Inc. Message Board

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  • tredleon tredleon Jul 26, 2006 1:25 PM Flag

    WBSN missed earnings BIG TIME...but...

    You got that right - once the market believes that a growth company's growth days are over, the stock gets hammered mercilessly. The question is whether that hammering is done, yet? At $19, with $7 per share in cash and annual earnings in the range of $1 per share, the stock is a value play now. If you believe, as the CEO has stated, that they can return to revenue growth in the 20+% range, then it is a bargain growth stock. Only time will tell, but if you are thinking this has a chance to go down another 20%+, I think the cash on hand and strong cash flow will provide support above that.

 
WBSN
24.91May 23 4:00 PMEDT