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More on Teradata: 2013 guidance is for a 6%-10% revenue increase and EPS of $3.05-$3.20,...

More on Teradata: 2013 guidance is for a 6%-10% revenue increase and EPS of $3.05-$3.20, somewhat unfavorable to a consensus for a 10.3% increase and EPS of $3.15. Q4 Americas sales (61% of total) +8% Y/Y, up from +2% in Q3. EMEA +21% (+17% prior), Asia-Pac slowed to just +2% (+14% prior). Gross margin up 120 bps Y/Y to 55.9%. Opex 20.3% of sales, up from 19.8% in Q4 '11$. 238M worth of shares repurchased, boosting EPS. TDC -5%. (PR)
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Comments (4)
  • AndrewBaker
    , contributor
    Comments (2481) | Send Message
     
    Teradata (TDC) is a buy at the price it's dropped to today. Sometimes I wonder what a company has to do to find favor on results day! Teradata is a big player in a much growing market and business area. I'm already long, and very tempted to increase my exposure. If it falls any more, I most definitely will.
    7 Feb 2013, 09:45 AM Reply Like
  • Haakon
    , contributor
    Comments (2) | Send Message
     
    I've been long for a short while - not overly happy about this position as I would normally prefer some dividend yield and lower PE. On the other hand, I am extremely bullish on data mining as a business for the future and TDC seems to be best placed in this sector. Tempted to use this 6% discount to buy some more, despite the PE.
    7 Feb 2013, 02:28 PM Reply Like
  • e2tony2000
    , contributor
    Comment (1) | Send Message
     
    definitely a Buy
    7 Feb 2013, 02:31 PM Reply Like
  • Momintn
    , contributor
    Comments (5007) | Send Message
     
    Buy IBM instead
    7 Feb 2013, 03:02 PM Reply Like
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