Jan, i know you were asking some questions of another but this is VRIO, so what the heck.
I'm not concerned about V's price activity lately. Though obvious, its worth repeating: this whole telcom/inut sector bites right now and though its been said before that sometimes a cigar is just a cigar, well, sometimes that bares repeating ,too. I tried to divine a 5 buck pop for V 2 weeks ago on a lackluster market/no V news day and couldn't find a thing. Nada clueless...zero. So what do I divine now other then most in V's niche are biting too; check out EXDS and, imo, its closest competitor, PSIX---both faring worse %wise than V.
Good thing is V, imo, will meet Ebitda before the other two. In a quarter or three $50 will seem like $20 was just a quarter or three ago.
Thanks for sharing the results of your telcon with IR.
L |
