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Autodesk, Inc. Message Board

  • mrvolatility mrvolatility Feb 27, 2014 8:12 AM Flag

    Should head back down to $53 today and $50 tomorrow

    All the numbers are down. ADSK management can talk "normalization" all they want, but the numbers showed a continuous decline.

    Especially on its margin and EPS.

    Sentiment: Strong Sell

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    • Normalization is ok to consider (in the right context) and the -3% rev growth WOULDA been +2%.
      2% does not make a growth stock. (Even MSFT and ORCL do much better.... and trade $30's )

      The other thing is, they are losing licence revs faster (-12.1%) than they pick up subs rev (+9.8%).
      Moving to subscriptions is no silver bullet. It may well mean lower margins.
      (and wouldn't that be the main motivation for customers to move to subs? i.e pay less total $$ overall)

    • Yup down she went,,,, people aren't dumb, well the big guys selling into the little guys aren't dumb I mean, nows the time for them to get out.

      Sentiment: Strong Sell

 
ADSK
47.52-2.48(-4.96%)Aug 28 4:00 PMEDT