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Winston Kotzan » Comments » ATHN

  • Don't Be Fooled by the athenaHealth Hype [View article]
    On top of that, with a short ratio of 10 I must not be the only one who holds this opinion.
    Mar 03 09:18 am |Rating: 0 0 |Link to Comment
  • Don't Be Fooled by the athenaHealth Hype [View article]
    Good points and I respect your disagreement. The company has a great story and great product. I would be long this stock, but my main reason for disliking it is valuation. Lots of tech companies sell a great product, but have crappy stocks due to all the good news being factored into the price too early. If management has a hiccup, it would not be good for Athena's share price.

    Take INAP for example. I really liked the whole CDN field. All of those companies have good revenue growth. However, their stocks traded at high multiples and they really got crushed in a price war.

    This was probably my gutsiest article so far because of the takeover possibility. But I think the dangers of owning outweigh a hopeful takeover.
    Mar 03 09:17 am |Rating: 0 0 |Link to Comment
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