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No. of Recommendations: 0
Looks like a great quarter to me. Beat on earnings by a mile (by GAAP and non-GAAP) and solidly beat on revenues.

Guidance seems good.

But it's trading down a few dollars at $87 after hours. Seems to be the trend recently - even a great quarter is met with selling.

Maybe there's more than meets the eye. Hopefully, Bear will give us his perspective.

Dave
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