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Acme Packet, Inc. (APKT) Message Board

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  • notoriousbono notoriousbono Jan 3, 2012 6:13 PM Flag

    .10 cut to annual eps and they slaughter it 18%

    unless you think their whole biz model is now dead...then you are wrong

    the telco delays, etc have been well talked about for months

    buy low,sell high

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    • No. I am not saying that. APKT was a market leader in SBC. And still is. But, the problem is competition has caught up. This puts pressure on margins. That's what was driving the stock up. When the AT&T order fell thru the cracks, it was a sign of slowing business. The growth isn't what everyone thought it would be.

      Now, the next logical step for APKT is a buyout. Watch the hedgies take it down to accumulate for a buyout!