Revenue GrowthWhile the anal-ysts seem to be jumping all over revenue growth, I'd suggest anyone plot their monthly revenues... pretty much a straight line upward since Sept 2012. So while % year-over-year numbers are getting lower, the absolute $ growth has been very consistent. Similar to the China story where 10% GDP growth on a $1T economy ($100B growth) 15 years ago and now people are completely freaking out about 6.5% growth on a $10T economy ($650B growth).
Gross margins remain very strong.
The only negatives I can see are Fx tailwinds that have been helping that growth along and soft forward guidance. Doesn't seem like enough for such a beat-down however sentiment can remain bad for long.
I sold 2/3 of my position earlier this year and have held a very small amount (1000 shares) through til now. I guess I'm trying to think through whether now is the time to add or not.