Wrong, they purchased 2 meaningless #$%$ patents on indexing. it may be just to give them credibility to dump their million of shares on gullible investors. it worked.
Pal they look at log files, text based log files. many competitors and alternative solutions so you will continue to see the large decline in sequential growth and further margin compression.
Where technology stocks are concerned, the market is very efficient and serious investors are doing due diigence. Everything you say in your post is true except for the part about serious competition which is at least a year behind and what you don't know and so leave out and which I have no interest in explaining to you. One question for you - why is the stock going up despite lockups expiring? There can only be two plausible reasons - institutions want every share they can get and/or VC's aren't selling their unlocked shares. Both are true and the stock is a deja vu all over again version of VMWare in a different sector. The stock is going much higher and soon.