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TravelCenters of America LLC Message Board

lns4368 3 posts  |  Last Activity: Feb 26, 2015 5:23 PM Member since: Jan 25, 2000
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  • Same thing that happened to Fusion IO will happen to them, it's all BS. They say they tripled their market. So what, they are coming into a market with already entrenched competitors. NMBL products are 20% cheaper you say? So what, entrenched players will discount to close sales. Watch and learn, they will miss Q1 of next year. Unfortunately, it's priced to perfection and the street doesn't want any company that is putting profits on hold to grow sales.... Those days are over...

    Oh, did I forget to mention that the VP of sales just resigned effective today.....
    Welcome to the downturn in this stock...

  • I expect it will be a filing tomorrow showing an increase in his stake .....

  • Reply to

    $15. New Target

    by lns4368 Jan 9, 2015 7:12 PM
    lns4368 lns4368 Feb 26, 2015 5:23 PM Flag

    Margins getting squeezed. Guidance for margins is going the wrong way. This is what occurred at FIO. It will bleed down to $15 before end of year....

13.65-0.20(-1.44%)Feb 27 4:02 PMEST

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