RE:RE:RE:RE:RE:RE:Bullish Motley Fool ArticleHamRoveJr wrote: It fell because a) AF seems/is very hard to work with as is clearly seen by the amount of senior management turnover or modifying...and ppl like Buffet like a management TEAM they beleive in. b) the fact that growth has slowed WHILE spending for that growth has increased. If they get gov't sales, this is the only chance it has at setting a new high. Or a miraculous turn around in profitability.
I think you guys have government on the brain.
Regardless of how quickly Avigilon has been growing, by this time next year, once they've reached their $500M run rate, they'll still only have a 2.3% share of what's expected to be a $21.6B market by then.
Although it has been and will continue to be great to see them book larger and larger contracts, there's probably a dozen other ways they can continue to grow sales at a clip similar to what they've shown.
Government contracts aren't the be all and end all and I'd much rather see them win 2000 smaller contracts than have my money invested in a company who's dependent on one big customer for the majority of their business.