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| PAST TOP PICK | 71.060 | David Burrows | (A Top Pick Sept 11/09. Up 95%.) Owns the “Go To Meeting” brand, which is used by enterprises to manage remote networking and meetings. | 2010-09-28 | |
| TOP PICK | 36.850 | David Burrows | Virtualization of desktops, remote access. Corporations can save 30% to 50% of deploying a new desktop by using their technology. Near-term catalysts are swine flu, cost savings and remote meetings. With the new Windows 7 rollout, a lot of companies are retooling and this becomes an option. Great growth. 75% of revenues come from license fees and recurring service revenues. | 2009-09-14 | |
| BUY | 36.830 | Peter Hofstra | Virtualization making your hardware look like whatever you need to serve your organization. A much more efficient way to deploy your IT assets. Prefers valuation of this over Vmware (VMW-N). Involved in a patent dispute, which is a legitimate risk to keep your eye on. | 2007-12-03 | |
| DON'T BUY | 41.900 | Peter Hofstra | The company is executing well but going through litigation. The stock is close to fair value and just hit 52 week high. Not a good time to buy . Continue to hold if you own. | 2007-10-16 | |
| BUY | 32.600 | Peter Hofstra | The innerface when you log in to a network. Have done a great job partnering with Microsoft (MSFT-Q) and are well entrenched. virtualization is now the trend of the networks. | 2007-04-30 | |
| TOP PICK | 32.140 | David Burrows | Steady growing stock. Has owned for about 6 weeks and will continue to buy if stock is doing well. | 2006-02-27 | |
| DON'T BUY | 17.200 | David Burrows | This sector is having problems and earnings growth is not strong enough to support some of the prices. | 2004-07-20 | |
| DON'T BUY | 11.180 | Howard Sutton | On their radar. Will wait for demand to start. | 2002-05-22 | |
| BUY | 13.500 | Howard Sutton | Good company and at a good level. | 2002-02-22 | |
| DON'T BUY | 17.450 | Brian Acker, CA | Just sold it. Expects it to drop to $12.50. Not a fan of chips at this time. | 2002-01-30 | |
| DON'T BUY | 21.080 | Howard Sutton | Wait for further fundamentals to develop. | 2001-11-23 |
