Microsoft, Oracle, IBM or Amazon would be be good candidates to buy them. The big thing that FEYE provides is protection for the cloud. More business are storing more data there and having all kinds of cloud based offerings. FEYE would be a great acquistion target.
You should take a home equity loan and put all your money and short the stock, since you have such good insight. You'll be richly rewarded. Go for it.
I was hoping for somebody bigger like Icahn or Ackman. They will absolutely take a sledge hammer to the board and CEO.
Revenue is barely $1B and the CEO is making $10M/yr... He is being paid outrageously, regardless of how the company is performing. This is why you need more control and shareholder approval over executive compensation.. specially over companies that have been underperforming year after year like RVBD
The CEO is just incompetent.. Look at the history over the last 6-8 quarters and you'll see them missing/disappointing more then 50% of the time.. That's just ridiculous. Need to fire the CEO and the exec mgmt..
FEYE should see a nice 20-25% return in the next 2 weeks due to short covering before earnings release on August 5th.
$2.3Bil Lenovo deal and $1.5-$2B deal with Global Foundry will go straight to buy-backs. Both of these areas have a high headcount and have been under-performing, so IBM in 2 deals will have got rid of its low margin business and will be a great buy!! Year end target of $220.
And its about to turn green.. Somebody is building a good position.. Shorts are being faked at open.. In the next week or two the squeeze is going to begin. I think it will close at 68 today. Good luck to all.
Added more to my position nice return since yesterday. Should close over 70 within next 2 weeks.
Herb is always wrong(100% of the time)... In fact I've made more money in betting against what Greenberg said. He has to justify his $500K pay with CNBC so he occasionally will take the other side and try to create some news and name for him. Case and point is he was so wrong about GMCR that he has been very quiet about it.. Was touting people to go short at $70-$80. Stock is trading at $120. He was also wrong on Chipotle siding with Einhorn, again talking about going short at $300.. CMG stock is almost at $600. On Herbalife, he tried to be a little balanced since there were 2 huge hedge fund managers on either side, so he didn't take any side, but he did side with the short in case of GMCR and CMG and both turned out to be absolute winners for me and he was 100% wrong. I started loading up on CBI and will continue to do so over the next 2-3 days depending on any pullback. Stock will be over $80 in a year, similar to GMCR and CMG.
Also lets be honest, Buffet and company do a much more extensive research then anybody before taking a 10% stake and I would trust them instead of some Prescient research company that even states on their website that their estimates and assumptions may not be accurate.
Founder meeting with GS and the Board hiring bankers, that only means one thing.. Price is being discussed to take it private and Board will want something different. Like Dell, Chip Wilson owns a lot of share and is going to use this opportunity to take the company private.
Any customer who is looking to upgrade from their Samsung Galaxy phone will be looking at the Amazon Phone. Also if you are a Prime customer, its almost like $100 off.. Get additional 12 months free or you don't have to pay for Prime, when you purchase the phone. If you start doing the math, its a good deal.. You get Prime shipping, Prime music($5-10/month with other services), Instead of paying Netflix at $9/month, you get Amazon VOD free for Prime customers.. You get none of this with a Samsung Galaxy phone and the price is the same. Also don't forget unlimited cloud storage, which everybody is charging anywhere from $50-$100/yr.
This is an itunes killer.. If they announce a phone next week, AMZN will have a whole ecosystem of products.. Kindle, Amzn phone, Fire TV and if you are prime members you get instant streaming and music for free... Pretty good plan.