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VASCO Data Security International Inc. Message Board

wedgecake 9 posts  |  Last Activity: Jul 19, 2014 5:48 PM Member since: Jul 24, 2001
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  • wedgecake wedgecake Jul 19, 2014 5:48 PM Flag

    PK, you are a great contrarian indicator and you work for an accumulator. The Accum/ Distribution is now B, up from an E past 6 weeks for Institutional investors. The UP/ Down volume is 1.6, fantastic there and the 20 da ma has just moved past the 50 da ma, Verry Bullish signal. PKT has room to move to 11.79, the 200 da ma. There is hardly any rsistance till 12.01 (only 2 bars...)
    All it takes is one announcement before 8/4 eps cc and you just know that's gonna happen

    Sentiment: Strong Buy

  • Reply to

    William Blair 2014 Growth Stock Conference

    by petercohen33 Jun 11, 2014 10:02 AM
    wedgecake wedgecake Jun 13, 2014 2:50 PM Flag

    try this link pc..NAVL is awesome, finally.....http://www.policychargingcontrol.com/technology-pages/1546-procera-connectem-integrated-virtual-epc-pushing-new-boundaries-in-nfv
    The recent announcement by Procera Networks, the global Internet Intelligence company on the selection of its Network Application Visibility Library (NAVL) to be part of Connectem's virtual evolved packet core (vEPC) marks a huge step in the mobile operators' Network Virtualization initatives. Connectem is a provider of cloud-based Virtual Core for Mobile (VCM) solution for mobile network operators, based in San Jose, US. NAVL is a next-generation Deep Packet Inspection (DPI) software engine that provides real-time, Layer-7 classification of network traffic. In a statement by Procera, the Connectum solution which is the industry’s first for a virtual environment, enables application identification, traffic visibility, intelligence and control via Procera’s NAVL software, offering all of the advanced traffic management functions, and delivers world-class analytics in the demanding mobile network environments that providers are building today.

    Connectem’s vEPC provides ongoing, real-time application usage information that is critical to mobile providers, where analytics and usage data can help define product mix and potential new service offerings, as well as alert operators to new and emerging trends.

    Sentiment: Strong Buy

  • Reply to

    William Blair 2014 Growth Stock Conference

    by petercohen33 Jun 11, 2014 10:02 AM
    wedgecake wedgecake Jun 12, 2014 10:55 AM Flag

    On Blair telecon: 40 Tier 1 Telco/ MSO/ ISP accounts shipping product; mkt share gains: Sandvine up 3% (surprising), PKT, up 4% and Cisco(?) down 7%...Street very skeptical on 2H backloaded billings to meet 2014 forecast of 85-87M but the 40 Tier 1's may save the day
    NFV/ SDN showing unusual trial activity of 10 major accounts(more than they can handle); my take Arista IPO has increased visibility re SDN, albeit at lower layers in sw stack
    Procera's whole thrust is now based on their March NAVL product launch which greatly simplified the data analytics/ business intelligence user interface. They can now use DPI for application ID and deep flow analysis for application context to quickly and easily arrive at real time decision making and user action. So now not only load, store and extract for deision support but also real time business intelligence/ data analytics for executive decision making. This is all wrapped around a commercial silicon platform that has SDN-like open layer 7sw architecture that is tweakable for each customer environment. They are the only company that has this capability now.

    Sentiment: Strong Buy

  • Reply to

    Well, the $10s lasted 1 day at least

    by pkarnett83 Jun 10, 2014 4:58 PM
    wedgecake wedgecake Jun 11, 2014 11:09 AM Flag

    it's called consolidation pilgrim. The minor downdraft was on abysmal volume, 1/3 below 60da ma volume...watch and learn how to trade...

    Sentiment: Strong Buy

  • wedgecake wedgecake Jun 9, 2014 12:06 PM Flag

    pk, you either are The Worst Trader / incorrigible whiner or you work for a short/ competitor hedgie. The sw growth stocks just underwent a massive bear "froth" correction, 20-50% with Procera down from 12.25 to 8.33. The bear stomping here is over and DPI Procera, Russell 2000 and mid Cap 600 are now leading the market back. Not a massive Bull here at all but orderly sector rotation into growth tech again. Hope you bought in the 8's pilgrim.

    Sentiment: Strong Buy

  • Procera trading at 1.11 EV/ y/e Sales (12/14/14= $84M)!
    If one uses mkt cap, then Procera is 2.65 for 75m TTM and 2.37 for 84M 12/14/14 y/e.
    Cloud software growth stocks have comedown to earth. After Friday’s close,
    Splunk’s stock was trading near 9X revenue for its next fiscal year
    Workday at 13.5 X revenue
    Tableau at eight X revenue.
    Over the past 15 years, “growth company” stocks have seen a mean average of 8X projected revenue,
    with anything near 20 among the highest
    Those high valuations can make investors nervous, Ives says.“Once they start to sell off, it starts to be like yelling ‘fire’ in a crowded theater,” he said.
    Where Is The Sweet Spot? As Deutsche Bank’s Keirsteadputs it, investors in cloud software
    companies are still struggling to find prices they are comfortable with.
    “Youare seeing a re-evaluation of the growth software sector and that is why these stocks are struggling.
    With Procera at 1.11 to 2.37 Price/ Sales, even half of 15 yr avg of 8X= 4X sales, PKT is extremely oversold. It could double in PPS and still be a bargain.

    Sentiment: Strong Buy

  • wedgecake wedgecake Jun 6, 2014 11:48 PM Flag

    nice dig again pitbull

    Sentiment: Strong Buy

  • Reply to

    Stifel Research / Dated June 3rd

    by petercohen33 Jun 4, 2014 2:34 PM
    wedgecake wedgecake Jun 6, 2014 11:34 PM Flag

    very nice posts here pitbull

    Sentiment: Strong Buy

  • hope ye bought in da 8's..up big today..

    Sentiment: Buy

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