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Management is rotten and too laid back. They need to do the damage contol ASAP.Today, the stock is down some 28% from yesterday's price.They can slash all the cost including the reduction in the work force drastically.They need to bring their new Steelhead and other products on market much faster.They need to go in emerging markets and other Asian/Latin Am countries at a rapid pace to imrove their margins.They need to compete aggressively in cloud computing and take away competitors' business. How does Salesforce do so well? They need a business strategy that works and implement it fast.CEO and others should stop taking big big ompensations until they come up with earnings and sales that will beat WallStreet estimates. They need to give better guidance in advance of it.They MUST surprise Wall Street with better earnings and sales for Q2,2012. If they do all this stuff, the stock will move up nicely, otherwise Mgt should look for selling the company to someone like JNPR, Dell or Csco at some $30 price.It doesn't take a rocket scientist to implement some of above ideas .. just some bloody common sense.
It doesn't matter how great a company's products are if management stinks. To hear "We're doing the best we can" in the conference call was not very encouraging.