there is one legitimate bear argument remaining imo... and it is revenue/profitability... once it is answered decisively this moves forward significantly and anyone buying then will be averaging up... not always a bad strategy, so yeah if G is uncomfortable, just hold the small position, sleep better at night and chase it up when the time comes... obviously one sacrifices some gains with that strategy, but also mitigates downside risk...
my own assessment is that we are currently holding a stock with minimal downside risk remaining... spiffy is currently trading at 2:1 p:s ratio in an industry which averages at least 4:1 for the mundane performers and premiums that can go 6, 8, even 10:1 and above... remember Vmware traded at a p:s above 10 for 2 years (2010 to 2012)... revenues will drive volume and wall street will reward spiffy w/a new p:s which will act as a kind of a multiplier... driving pps violently upward... imo... if shorts have to cover it will only add fuel to that fire... increased revenues will be the spark... and doubt will be turned to ash...
because i assess current risk as minimal, and risk of gapping up as significant... i am holding what for me is a large position in spiffy... i am hearing plenty of buzz... i am seeing plenty of material developments... i am confident that the revenue/profitability question will be answered forcefully and positively soon... within 8 months at the latest (q2.15 due by Aug 15th, but possibly as early as within 30 days, remember guidance can come at any time now that the merger is complete, per PT)... the shorts are dreading the answer to the revenue question, whales and tutes are waiting for it, the tide rises when it comes as volume increases... until then we most likely trade in this narrow range... jmo... glta...
AI
Market Data 
Markets 
