hello Rick & all - usually, it is easier to gain insight into a co's financial health by talking to the CFO. Even that, one has to be skilful in questioning. Of course, once the co knows the caller is an investor, it most likely passes the caller to IR.
In your subsequent post, you said Zacks has 7c now. Did someone raise the estimate recently (from 6c to 7c?)
I bought @ 12 1/4 a couple of days ago betting on a good earning report. Of course, as usual, it droped to 11ish right after I bought it! Anyway, I really hope it will do well. Since CPQ is bundling RAPT firewall with the former servers, I figure it is a cheap way to participate in CPQ.
Additionally, just a speculation, with CPQ buying Tandem, maybe RAPT will be able to break into <G> new market very soon. I'd love to see RAPT to port a version of its firewall to Tandem. Similar deal (like that with CPQ) with Tandem will further help to establish RAPT in the hi-end!
regards, Bosco |