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Strategies & Market Trends : The New Economy and its Winners
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To: Doren who wrote (56728)3/10/2014 9:58:06 PM
From: Lizzie Tudor2 Recommendations

Recommended By
Doren
mrsdalloway

  Read Replies (2) of 57684
 
looks like you can pick up a used copy of Gorilla Game in hardcover for one cent. After the bear market most GG disciples probably figured that was what it was worth. For one thing, GG preached "buy and hold" which doesn't work in a bear market unless you latch on to Google.

Anyway, its a bull market now fortunately.

I am using the term Gorilla loosely anyway. I think FEYE is a potential leader in a new (important) space with nothing but fragmentation now. The only downside with FEYE is valuation and maintaining their competitive edge when another new shiny object for security comes around.

I also know SPLK, Tableau (DATA) and WDAY for cloud names. All good companies but I like FEYE a little better just due to the urgency of security at this moment. WDAY has a mkt cap of 17.5 billion trending towards 20 billlion. They are all going to lean to that valuation before the financials seem like they should, just because of the revenue deferrals seen in cloud software sales. If you have a $3mm cloud deal, many companies will bill half as a perpetual license (these hit the books as "billings" but are not immediately recognized) and then the other half is a term license where you only see quarterly revenue.
So for a hypothetical $3mm deal, you might see $500mm+ change as revenue first year, and even that is high. 4 years down the road and these guys are all cash cows. Analysts have figured out the model and are not waiting for profitability.
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