feye is a comprehensive security company that provides complete security service to big companies. people are dreaming that big companies will go with cybr's offering. Just look at the number of employees cybr has. also hardware companies like panw and fortinet are in the old tech business competitng with csco and jnpr and ibm.
sad case, should have ipoed weibo when sina was at 144. poor management with no accountability at all.
Panw is old tech in the world of checkpoint. Panw has limited growth where feye is in the new industry with exponential growth. You are comparing apples with oranges.
panw is in the old security industry. cramer is comparing apples and oranges. feye has its own industry. it created it. panw's hardwares will be obsolete soon. firewalls do not prevent attacks
No brainer. Buy till it is 500 at least
insiders are itching to pull the triggers. ultimately it will go to 10. Gpro will be losing money as sales start to decline and have to write off inventories after the holiday. There are tons of copycat gopros in China already. Hence, there will be no postive stimulus for this equity with the China news. This is a short of the year.
for only US sickel cell and EU beta-thal patients (100,000 plus). If it is priced at 1 million per pt, the revenue is 100 billions. If you combine with the world population with beta thal and alpha-thal and heretitary spherocytosis and other hemoglobinopathy in the world in the developed nations, you are talking about 300 billions in revenues over the course of 10 years. This will be an supernova Amgen of the future. Talking about market cap of 250 billions in the next 2-3 years. This will be a 100-bagger. Agio has a mk cap of 4 billions for aml pts in the us with aml pts at 14000 only. Blue is the monter.
For blue over 5-6 years. This is a 100 billion dollar co in the making.
you don't get this kind of growth rate in any tech darlings like panw, aapl, data, or splk. the only problem is that there are too many shares floating. It took nine months since the drop from 90s. Now the shares are in hedge funds and mutual funds like wfm which was in the dog house for at least two quarters. wfm has 400 plus millions of shares outstanding and floating. feye has 1/4 of it.
This stock will go back to 100 next few months. It is a pure play next generation security play. Panw and others are old security plays with slower growth. Feye is cutting edge. You will see 1.5 billions revenue in 2 years. This company will make way more than wday in the next 2-3 years. I made the bidu and pcyc call. This tax loss selling is wonderful. A long wedge is waiting for the picking. It will explode upward at the end of this year. New industry in high demand is what Gann talked about in his writings. Every big company will hire feye. Check all the news. Feye is there on every big account. All the truth/hype by dan Ives are there and even more prevailing. You are buying at a 66% discount from 90. Enjoy it.
The rate if growth for this is incredible. The street is accumulating now. This co is growing much faster than wday and panw in revenues. This thing was overvalued at 90, nut it is not at 30. Buy while you can at this dirt cheap price. At this rate the revenue will surpass panw in three q.
omer probably will be bought out at this cheap price
you are dreaming. Sina's management is the reason for the failure. As long as the management stays the same Sina will go nowhere. The CEO should have been fired long ago. They should have established themselves in the same league as bidu. Sad management have been disappointing Sina investors for the past 4 years or more. They took Weibo to ipo when WEibo is losing appeal to Wechat. They should have done it in 2011 and let Weibo grow and evolve independently as a social media powerhouse. They lost the war and battle already.
retails idiots think that they are smart. look at Z. Retail shorts got slaughtered.