WHERE TO FROM HERE?
I am a recent purchaser of FFIV. To me it looks to have excellent prospects.
I have been thinking that a return to the loftier levels of $150-$160 is a "fait-accompli", based on the supposition of increasing sales, EPS, market share, strategic relationships, etc. HOWEVER,I am beginning to wonder:
-- was this earlier situation not based on the momentum
player primarily?
-- are those folks still around?
-- does this market care about market share, sales,EPS?
-- are we instead now more in the grip of market players attracted (short term) to the volatility of the stock, and more than willing to trade the swings of $4-5, both ways,
or shorts who have ridden the stock all the way down to the levels of a few days ago and think they perhaps have another crack at an even lower level?
-- is the situation different now (than $150-$160 times), based on a float of an entirely different size?
-- has the market MOMENTUM attention gone over to ATON, or maybe waiting in the wings for Arrowpoint?
I apologize for my inadequate grasp of the situation, but I am trying to get a better sense of where things actually are. Maybe I should just be trading the swings. Maybe I am the only one who isn't!
What do you folks see about all this? I am striving for greater clarity because I have found in the past that when I superimpose my perception of reality on a situation that does not fit that perception, then it turns out (in the end) to be a COSTLY experience.
Anybody else have that experience?
I am hoping that I can find the insight I need through the SI thread, since the Yahoo thread has a pretty heavy tax of
argument and personal abuse that I don't much enjoy.
So what do you think, folks? Are we headed for the sky or are we seriously range-bound?
Best wishes,
Jim |
