RE:Computer Associates 2?
Tech - all of what you say is true - but completely irrelevant. The company has been around for many years now - and all that you outlined above has been known by investors for years - this isn't new information. As to why we shouldn't be concerned? a) 2 Private Equity firms on the board with about 30% of the company owned and VERY hands on b) CEO from DivX c) High growth business d) They have an end to end product that is used by many brand name clients e) they have an international presence and are growing f) This company is relatively immune to the market turbulence going on now (ie. they aren't dependent on China, and other macro events) ...but if Wang's involvement still concerns you - perhaps this isn't the stock for you.