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curious about your #s. Estimate for '15 is $4 EPS. At $77, it is 19x and 14x ex-cash vs. your 21x and 16x. Am I missing something?

have to admit, the call sounded pretty good, and the deferred revenue up 17% YoY and 19% sequentially is awesome.

not saying 2x multiple is game changer, but it makes the price chart that much easier to digest/forget.

i forced myself to read the call after Terradata said on their conf call that security is top of their customers' mind. not that it is any news. still made an impression on me, esp. since I kept wanting to justify my small TDC position at 12x EV/FCF.
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