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The 10 Most Recent Messages By TMFMileHigh

Take me back to where I was.
  • Date: 5/9/13 1:54 PM
  • Number: 47
  • Recommendations: 5
Hi Pam,

Issues relating to cash flow and having a cash flow statement were addressed in Q's 2 and 9 in the risk rating. Here's a notable excerpt:

"While Ruckus Wireless is generally good about including details in its
(Continued...)
  • Date: 5/9/13 12:06 PM
  • Number: 670
  • Recommendations: 9
Hi Danny,

Thanks for laying out your fears so precisely.

Allow to make one point emphatically here because it couldn't be more important. Last night's report doesn't suggest a race to the bottom.

If that were the
(Continued...)
  • Date: 5/9/13 11:31 AM
  • Number: 668
  • Recommendations: 40
'Morning everyone,

Like you, my real-money position in Rackspace is taking a beating this morning.

Before I get into what I heard last night in an interview with Bryan McGrath, Rackspace's Director of Finance, I want to reiterate
(Continued...)
  • Date: 5/8/13 8:22 AM
  • Number: 35
  • Recommendations: 10
Its value has devalued 25%, and that means less access to capital markets, less trust with Wall Street and investors, and probably lower morale in the hallways there. This is fundamentally NOT the same stock you were buying yesterday. That
(Continued...)
  • Date: 4/30/13 10:15 AM
  • Number: 594
  • Recommendations: 12
I now realize I meant to say something about Opnet in the last message -- given the title and all -- so here goes.

CEO Kennelly was asked whether the Opnet deal was a mistake. Here is what he had to say in response:

Vijay
(Continued...)
  • Date: 4/30/13 10:06 AM
  • Number: 593
  • Recommendations: 8
Fools,

Quarterly results weren't good enough and shares of Riverbed are falling this morning.

More details here:

(Continued...)
  • Date: 4/19/13 9:34 AM
  • Number: 381
  • Recommendations: 4
Hi Rizz,

That said the valuation has always seemed high w/ LNKD.

I think it's important to remember that valuation is as much art as science. Inputs are often guesses (e.g., choosing a discount rate, deciding what cash flow
(Continued...)
  • Date: 4/8/13 8:59 AM
  • Number: 58
  • Recommendations: 0
Fools,

Here are my takeaways:

1. McAdam gives precious little visibility into what caused the miss. Sure, telcos didn't spend as much. It would help more to understand why. At this point, he's only saying that competitive issues
(Continued...)
  • Date: 4/8/13 8:26 AM
  • Number: 57
  • Recommendations: 1
Fools,

Below I've copied the entirety of F5's conference call to discuss its lower guidance. As you'll see, there's a lot of uncertainty. I'll offer follow-up in a separate message so as to not bias your judgment as you read:

F5
(Continued...)
  • Date: 4/4/13 11:07 PM
  • Number: 53
  • Recommendations: 0
Inhouseanalyst and all,

Frustrating announcement on a lot of levels. Three things that stand out at first glance:

1. The cut is at least partly due to lower telecommunications spending, which suggests that Alcatel-Lucent and Cisco
(Continued...)
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Take me back to where I was.
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