Comments on Andrew Prpich's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/andrew-prpich/articles http://seekingalpha.com/article/69344-sandvine-s-long-term-story-remains-intact?source=feed#comment-171443 171443 Wed, 21 May 2008 22:40:58 -0400
The first company these guys founded was PixStream, was aquired by Cisco in 2000 for $554M. Then with the tech bubble bursting, Cisco closed down PixStream so 3 of the 5 founders of PixStream went on to form Sandvine. ]]> http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-161336 161336 Sun, 04 May 2008 01:43:55 -0400
The fact that the company only has a few hundred employees and still manage to have this exceptionally huge world-wide market, gee, why own MA when V has the biggiest share? Always go with the leader.

Much like the case with YHOO and GOOG, why GOOG deserves a higher P/E than YHOO initially after IPO? Much as why V deserves a higher P/E than MA initially after IPO?

MA cannot touch V in the short term, in the middle term, and in the long term.

Buy the market leader. Buy the world-wide leader. Buy the passive business model. Buy the no credit risk model. Buy the high revenue, low maintenance and employees model. Buy the star IPO status (one of the world's three biggest IPO ever!!).

We are so lucky to have V go IPO during this bad market sentiment. If it was IPOed the same time as MA was, V could have seen $90 the first trading day.

This is totally not worth any extra doubt. Just hop in the train and enjoy the ride like I did with GOOG when everyone bashed about its P/E vs. Yahoo's during Google's ipo.]]> http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-131441 131441 Tue, 25 Mar 2008 19:23:29 -0400 2. Their track record shows their ability to manage since 1958.
3. The up side looks far greater than the down side to me.

I want go crazy but will build a position to hold a few years, and then buy and trade some on the dips.]]> http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-131290 131290 Tue, 25 Mar 2008 13:59:00 -0400
LOOK AT THE NUMBERS PEOPLE.

MA has a market cap of 30 billion 7 times rev
V " " of 50 billion 8 times rev

The MA IPO was priced low and people got a one time windfall
V was priced high and they didn't leave any money on the table.

The fact that a share of MA is $228 and V is "only" $64 is meaningless.

]]> http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130995 130995 Tue, 25 Mar 2008 02:39:28 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130937 130937 Mon, 24 Mar 2008 22:48:52 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130932 130932 Mon, 24 Mar 2008 22:33:03 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130897 130897 Mon, 24 Mar 2008 20:59:49 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130793 130793 Mon, 24 Mar 2008 17:21:28 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130773 130773 Mon, 24 Mar 2008 16:53:02 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130697 130697 Mon, 24 Mar 2008 14:01:05 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130690 130690 Mon, 24 Mar 2008 13:36:30 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130685 130685 Mon, 24 Mar 2008 13:31:38 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130625 130625 Mon, 24 Mar 2008 11:44:51 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130574 130574 Mon, 24 Mar 2008 10:18:58 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130562 130562 Mon, 24 Mar 2008 09:42:03 -0400 http://seekingalpha.com/article/69577-the-visa-ipo-taking-a-wait-and-see-approach?source=feed#comment-130532 130532 Mon, 24 Mar 2008 08:29:29 -0400 http://seekingalpha.com/article/69344-sandvine-s-long-term-story-remains-intact?source=feed#comment-129432 129432 Correction(links fixed) "I have to believe that some of the major players in the internet networking industry (Cisco (CSCO) anyone?) will be taking a close look at Sandvine as a potential takeover target to get a foot in the door of this emerging technology" Cisco has already acquired P-Cube that are doing exactly the same stuff, and are competing directly with Sandvine. Their product is called SCE: query.nytimes.com/gst/fullpage.html?res=9C00EFDD153EF937A1575BC0A9629C8B63. See also http://www.cisco.com/en/US/products/ps6151/]]> Thu, 20 Mar 2008 14:44:29 -0400 Correction(links fixed)
"I have to believe that some of the major players in the internet networking industry (Cisco (CSCO) anyone?) will be taking a close look at Sandvine as a potential takeover target to get a foot in the door of this emerging technology"

Cisco has already acquired P-Cube that are doing exactly the same stuff, and are competing directly with Sandvine. Their product is called SCE: query.nytimes.com/gst/... See also www.cisco.com/en/US/pr.../]]> http://seekingalpha.com/article/69344-sandvine-s-long-term-story-remains-intact?source=feed#comment-129430 129430 Thu, 20 Mar 2008 14:40:55 -0400
Cisco has already acquired P-Cube that are doing exactly the same stuff, and are competing directly with Sandvine. Their product is called SCE: query.nytimes.com/gst/.... See also query.nytimes.com/gst/...
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