Service Properties Trust T.SVC

Primary Symbol: SVC

Service Properties Trust is a real estate investment trust. The Company operates through two segments: hotel investments and net lease investments. It owns a portfolio of hotels and net lease service and necessity-based retail properties. The Company owns over 221 hotels with approximately 37,000 rooms or suites located in over 36 states, in the District of Columbia, Ontario, Canada and San Juan, Puerto Rico. It owns approximately 752 service-oriented retail properties with over 13.3 million square feet located in approximately 42 states. The Company’s net lease portfolio is occupied by over 175 tenants, which is operating approximately 137 brands in over 21 industries. The Company's net lease portfolio is leased to tenants that include travel centers, quick service and casual dining restaurants, movie theaters, health and fitness centers, grocery stores, automotive parts and services and other businesses in service-oriented and necessity-based industries.

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Service Properties Trust

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Comment by drippingsnoton Jul 05, 2011 3:26pm

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Post# 18797792

RE: RE: RE: Rumors: F5 to buy ALLT for 450-500M

If Allot gets $475MM then Sandvine should be able to command twice as much (double the marketshare).
That won't happen until Sandvine can show they can make money.
Sandvine should be valued at $950MM in this DPI market (if Allot can get $475MM)

There are many companies (IMO) that are looking to control the future DPI market and they will drive up the value of Sandvine shares (eventually).

$950mm/140MM shares should drive the price up to $6.79 per share.

Assuming that never materializes, then, like I have said before, Sandvine does not have 28-30% marketshare. Then Sandvine is not the clear leader and Allot (and others) may be gaining faster than Sandvine. I don't expect that to happen though. The next round of quarterly results will give us a better glimpse of where Sandvine stands.

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