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Subject:  Re: Let's Refine the P/S Discussion Date:  12/8/2018  10:35 PM
Author:  Torquepeak Number:  106451 of 115961

ATVI is another software company p/s collapsed. Tho there is a revenue growth concern.

I'll take ANET, ACVI, NTNX, for the low side. I'm heavy in all three. Looking for an opportunity to unload ZS, OCTA And some others on the high side.
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