As they garner a higher profile, they become a larger target not only on wallstreet but in the sector they sell into.
It is one hell of a lot easier to fight off the competition from a position of cash rich, sales force strength, product strength, veteran management that it is an an upstart company with a revolutionary idea. I say that as a sales/marketing veteran who has occupied all the positions on the specturm, GM.
I mean the story is getting better and wider know now, the benefit of the doubt doesn't exist for NTAP anymore.
Benefit of the doubt? I don't remember when there was one. You are talking retrospectively. No one has ever given NTAP the benefit of the doubt.
Roughly a few days ago, both SEBL and NTAP had the same over valued look to them, notice how NTAP drop is way greater then SEBL.
And you think that because NTAP dropped and SEBL didn't, that indicates that NTAP lost "the benefit of the doubt" over the last few weeks? You are grasping for straws to explain this.
the stock has gone from 1 to 135 in nearly 4 years, that's not going to happen again. Will it be factor or not a factor as the stock goes into a 6 or more month consolidation phase?
Who says it won't go up in the next four years as it has the last 4? Do the new employees need such growth to stay focused? Hell, no. A double per year would do them fine, I am sure. Besides, they are paid well. The reps get great commissions.
As long as the company is making its numbers, beating its competition and delivering new product as promised, the employees will do just fine, GM.
The reason I keep bringing up TA is that you seem to think you can predict stock movement based on lines on a graph, but then when you talk FA you find dozens of esoteric reasons that you can't predict stock movement. Your FA is not F nor A. It's a laundry list of things you don't know or don't understand or won't TRY to find out about. Focus on what you do know and can measure (or go back to stock picking by TA).
I'm pretty much through discussing this with you for now. You are in the argumentative mode again and it is not productive nor pleasant. |