Most of reading I've done says Rax's technology not leading edge, big boys are taking more share, the service aspect is questionable in ability to generate profits and pricing gets more and more competitive. The industry trends seem to be hurting a firm in rax's position. My question for anyone in the industry is is everything will pretty much get consolidated with top 3-4 providers? Do they buy out smaller firms? does service matter much (yes I know it always does but if I can use one of the big boys for cheaper prices is service so critical for some folks they would not want to sacrifice and are willing to pay more)? TIA
You never reply.
I would not here but at some point soon if bulbs become cheap enough there should be huge growth in 3rd world countries. Cree probably does not directly benefit a lot from this but indirectly as other cheaper providers raise prices a bit. They will be so cost effective this should happen, however will take a little while to ramp up.
Yes growth is important, but so is pricing. One thing no one knows is how fast is the road to comodization? I think given the ever changing nature of attacks its a while, but some will happen and how does that affect pricing? I have observed a change in their business model. I do not think the type of pricing and revenues Feye was expecting or at least as quickly on the revenues front is meeting what Feye had been projecting into their long term strategy. Does not mean the end of the world but I think some of the basics have been disrupted over the past year or so which seems to be reflected in price of the stock. Next Q earnings will need to be watched with care.
yet there was an article they are being bought? Got me on this one, I will watch from the sidelines as as having been doing for some time, but missed a nice run up.
I think the most important points will be integration, cost savings, margins and of course forecast. But this could be hard to gauge if the market is near a short term top.
no position but wondering if this means anything yet, about appl and the market.
If earnings are not good, indicating integration not great or not going to have a large value, I wonder if TJ decides to go, and wants the company put up for sale? Doubt all that happens with earnings but sometime after?
you have a little left but I warned you years ago you were going to burn grandchild legacy. I suspect your a total fraud, but if not you are clueless and just plain dumb. Many of the stocks you have told others to buy are down 50-100%, not a single one is up. You are stupid, a tad of evil and have lost so much for your grandchildren its disgusting. mARKET AT HIGHS BUT YOU ARE DOWN 50-90%. YOU MUST NEVER POST ANYWHERE EVER AGAIN. PERIOD. yOU HAVE NO IDEA AS TO WHAT YOU ARE DOING.
Kathlene time to post you home address, but you will never do it. People that bought your buy recommendations could and should want to speak to you in person. You will not I suspect you are gone forever, but before you go recall you really have no idea how to trade and must never ever post anywhere again.
market near all time highs yet Kathlene buys are down 90-50%, it's a fact. gandma burned her legacy for the grandchildren, how dose that feel. all time highs Kathlene all time lows.
Please respond to market near all time high, every buy you said down 90-50% in no time. Are you so broke now you are gone. Never post again except to admit you were dumb and clueless, or else I will post your home address.
I have decided you are a public menace, clueless pump which go down 90% in a bull market. I am going to post your home address soon.
there is only one out for you taking your grandchildren s legacy, telling others to buy stocks which went down 90-50% in no time. What is left for you?