Opinions
Peter Hodson
Blue Coat Systems Inc
BCSI-Q
TOP PICK
Nov 03, 2005
(A Top Pick June 13/05. Up over 100%.) An accelerating growth story. They make sure employees aren't using the internet in a bad way. It also protects corporation networks. The software is basically selling itself. Their past 3 quarters have been 80/90% growth.
$51.130
Stock price when the opinion was issued
electrical
electronic
It's the ideal tool to help you make quicker, more informed decisions for
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BUY
Had a huge run and was priced to perfection going into this last quarter. Earnings came in fine, but revenues came in light. The market took it out and shot it. Revenues were not as bad as it looked. They have to recognize revenues for their product Web Filter over its life time which means spreading it out. Relatively cheap. Still likes it.
electrical
electronic
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