Greg Vogel
Greg Vogel
bill bright days delivered earlier extremely gates run
I think some days he's feared. Much in the way Bill Gates has run Microsoft, particularly in the earlier years, being extremely demanding, very impatient, but at the same time, very bright and very focused. (He's) delivered on what he set out to do.
ahead bit march percent quarter revenue themselves
I think expectations got a little bit ahead of themselves after they had a blowout quarter in March. In March they put up 40 percent sequential revenue growth.
aggressive despite high remains
Despite the pullback from the 52-week high of $90, the valuation remains aggressive in our opinion.
account agree base customers fast guessing meet taking whether
You are guessing a little bit, but you are taking into account how many customers there are, how fast that customer base is growing, how fast is demand, and can they meet that demand. In a sense you have to look at the methodology and whether you agree with the assumptions that the analysts are making.