Investors..........BRCD is a new company............
.........The new CEO is doing an admirable job of managing top/bottom line GROWTH! Behind them are all the acquisition assimilations, consolidations of functions, achieving economies-of-scale thru eliminations of redundancies, etc.
Add the technological differentiators and we own a new strong competitive company.
BRCD achieved $9.40 in 2010 quickly as it passed quickly thru the $7's. As the SHORTS [`30+mm] GET PRESSURED/SQUEEZED, I'm expecting the price to move into double digits in a solid way.
There is absolutely no way BRCD can't demand a CSCO/JNPR type valuation. If I had to pick one networking & data management investment for 2013/14, it has to be the one with the competitive advantages & momentum now.
We have a solid investment which will reward shareholders.............in spite of all the negativity and attacks coming from the media mouthpieces of the SHORTS. They are desperate now, so expect them to howl.....long and loud.................and then they'll be gone!!!!!!!!!!
Profitability is higher but revenues are still lower yoy.Until they get the growth in revenues it will likely stay in single digits as a no growth value stock.
Like it or not no growth stocks don't get rich multiples.Jnpr and even csco have at least 5% yoy growth in sales.Thats why brcd will not be getting the multiple that jnpr has.
because of the recent runup and the way the company is running itself , whoever bids will have to offer 12 bucks a share...that is 5.2 billion or so which is NOTHING for CSCO thats sitting on 50 billion.
time will tell!!!!!