Max, if you want to argue pro-forma BS, then I agree .....
If you want to argue EMLX is an expensive stock, I agree ...
If you want to argue EMLX isn't executing, then you're flat out wrong ...
If you want to argue there is NO IT SPENDING, in their SPECIFIC case, you're flat out wrong again ....
If you want to know why they guided flat for the next quarter which will still meet / exceed yoy estimates, since they blew away this quarter, then you should really take the time to listen to the cc yourself.
They gave reference to a specific company by name they believe promised the sky and did not deliver, said they will not do that.
They've exceeded estimate 13 of 14 quarters now ....
They were questioned 3 times on the guidance .... why lower when obviously executing on all cylinders ....
Some snippets from their replies ...
"Nothing unique in guidance .. just being conservative ..."
"Nothing fundamentally different for Q4 guidance ..."
Also, on IT SPENDING, which we all know there is NONE whatsoever, anywhere at all .... they reviewed their quarter ...
Jan ... strong
Feb ... soft
March ... strong < when we were inundated daily with "EMLX is gonna warn" by those in the "know" on this thread
and first 2 weeks of this quarter .... strong
I really don't get some on this thread ..... companies are all LIARS .... Tom Siebel is a LIAR .... what a frickin joke .... Tom Siebel is the only software CEO that has ever said anything negative about economy, stock prices, demand .... yet, he's a liar ....
A company like EMLX, in the position of blowing smoke up everyone's butt and NOT doing so, is bashed by those on this thread who didn't even listen ... and understand little about the company or sector.
The stock was a trading buy last night when this thread was jumping up and down shorting it at 25.25 .... as usual, great contrarians here !!!
BTW ... my last post on this ... promise .... JB |
