RE: RE: RE: RE: RE: RE: SVC premarket Down LargeI guess that's the difference b/w short term and long term investors. The reality is this stock, like all stocks, will fluctuate up and down but its stock price, in the long run, will be valued based on all information available. At these prices, and based on last quarter's surprising positive results, I think this stock is undervalued just a bit so not sure what's up with the sell off. But I'm not one to waste time thinking about daily fluctuations in stock prices if it's not supported by new information.
But like longhaul, with a longer term perspective, these short term movements don't mean much if anything. Another way of looking at it is whether one is concerned that the price moves up by 5-10% without any new information becoming public which I doubt to be true.
Longhaul, Caputo was asked about the threat of integrated solutions during the conference call; based on his response, I have little doubt standalone solutions are here to stay for the foreseeable future. Caputo and the mgmt team have been right when it counts and I think they're right here backed up by my own research.
I'm also in the same boat as you - I think SVC's solutions will become permanent and part of the fabric of the internet world and internet infrastructure. I think one thing about the net neutrality debate that is left unsaid is the value of having the debate - society is slowly but surely learning about the internet, about its infrastructure, etc. I think I saw a headline for an article about lobby groups wanting a supreme court judge that is tech savvy which makes sense; society needs tech savvy judges at all levels. This whole net neutrality debate has made society a whole lot smarter about the internet and will continue to do so.
To those who are upset over the movement of the stock price from about $8 to less than $1, no one could have predicted the Comcast P2P lawsuit. Once that happened, Comcast, like most if not all ISP's, did the smart thing and is now fully transparent about its traffic management practices. It was a step in the right direction; part of learning curve for society and all players involved with the internet. If anything, society, in an odd way, should be thanking Comcast (and the complainant) for indirectly contributing to the net neutrality debate.
The way I think about it - if I'm an executive at any ISP, I want the SVC mgmt team - Caputo, Bowman, Donnelly, etc. sitting next to me when I need them to help me fully understand what the heck is travelling through my network coupled with a plethora of ideas of how to generate additional revenues through SVC's solutions. In addition, as an executive, I need and want to know how SVC's solutions will save my company $'s by making my network more efficient. Fact is SVC's solutions help the revenue line and help reduce the expense line. That's pretty neat.
With respect to TD, I agree - it's good news that another brokerage is covering this stock, nothing more and nothing less. They'll get better with their analysis once the analysts truly understand SVC and this specific mobile space.