Seeking Alpha
  • talbano
    ouch look at APKT
    10/4/11
    Reply (13)
    • John Rayhall: Ya wow 35%
      10/4/11
    • Dinny: did they guide lower?
      10/4/11
    • John Rayhall: "While we remain confident in our second half growth plans, our third quarter results were adversely impacted
      10/4/11
    • John Rayhall: by a very large opportunity at one of the two largest service providers in North America." said Andy Ory, President
      10/4/11
    • John Rayhall: Maybe I'm nuts bought some at 28.50 just now. Seems way overdone.
      10/4/11
    • talbano: yeah they guided lower- careful most of these that have missed or guided have gotten beat up badly look what happen to JNPR RVBD-
      10/4/11
    • Dinny: the deal did not close in the last qtr. will close in this month - therefore could not book revs. keeping the outlook same for the year-CEO
      10/4/11
    • John Rayhall: Ya true looking for a quick trade here nothing crazy
      10/4/11
    • talbano: you could prob catch a trade but i watched JNPR at 28 ish thinking good buy bought tiny position watched it go to 18- If co impacted by 1
      10/4/11
    • talbano: customer that much than I have found that scares money away - JBL does well because they are really diverse industry and customers
      10/4/11
    • talbano: just my opinion
      10/4/11
    • John Rayhall: Think it's printing 30.20 now not bad so far might just sell here. Stock already has had a 50% haircut and now another 35%? Seems too much
      10/4/11
    • John Rayhall: These tech stocks are either the bargain of the decade at these levels or the biggest trap. BTW TZOO had a huge day glad I didn't short.
      10/4/11