they brat earnings and stcok did not tank as usual, even though the price still very beat up, once they turn black, stock will double, have to be patient here, \i'll give them 2 Quarters, but the stock is worst performer in the market for sure, probably will hit 6.9 before back to 9
it lacks scale and to compete with the big boys you need to be able to invest aggressively to drive top line growth.. therin lies the rub.. they desperately need to deliver a return to shareholders via EBITDA ( and would like to throttle back the spending to achieve this ) but if they don't invest the top line will slow down and the stock gets hammered.. catch 22.. damned if you do, damned if you don't. The market is saying they don't think LT they can win in this space, the big boys will push them out. They are right, but it is still very valuable to somebody and my personal opinion is the maximum value is NOW! it is a rush to mobile and MM provides a quick , turn key solution that a big boy can bolt on and make the necessary investments to accelerate. 12-18 months from now they won't need them. They will have done all the leg work themselves. My bet, sold by Fall.