Mohan,
FWIW, it looks like SMOD may become a "buying opportunity" soon--over 50% of their business with CPQ last year, stock has been weak, probably hasn't yet discounted all the bad news, but I am guessing that sometime in the next couple of months, it may go into the teens. From the admittedly not extensive reading I have done on them so far, the CEO looks like a winner, company should bounce back once they figure out how to replace the CPQ revenue (or CPQ itself bounces back). They look pretty flexible and creative, will find another cash cow somewhere--they should benefit from the move to BTO, as they appear to understand well that Speed Wins in this world, and have been able to deliver it.
sam |
