> > It's interesting that the stock tanked after they basically met or exceeded > street expectations. >
Hi Greg in some cases, not saying this is the case, it can happen that the more success has a product the faster the company will be out of the market. This can happen in situations where the company has a product that is destroying the market for everybody, itself too. So if a "market killer" (i.e. a product/service that kills the market) has an unexpected success it can also mean the end of the company. I will do an example: let's say that for the nature of the market, the number of sold items will be 1 million. All companies are selling at 100$ then one company steps in and sells at 10$. The market goes from 100millions to 10 millions so basically if your company can survive with only 10 millions this year that will mean it's nice, but what about next year? If the product is very good and there is no new cool feature next year in the next product, nobody will buy it and next year the market will be around zero. No margin to survive next year in this market Well I hope that is not the case for UBNT let's wait and see :) just my 2 Euro cents Paolo -- Ing. Paolo Di Francesco Level7 s.r.l. unipersonale Sede operativa: Largo Montalto, 5 - 90144 Palermo C.F. e P.IVA 05940050825 Fax : +39-091-8772072 assistenza: (+39) 091-8776432 web: http://www.level7.it _______________________________________________ Wireless mailing list [email protected] http://lists.wispa.org/mailman/listinfo/wireless
