【在 o********n 的大作中提到】 : 嗯,再给大家讲讲这个公司的“内幕”消息吧。 : 这个公司的创始人和现在的CEO Alan Trefler 在1975年十九岁时曾拿过国际象棋的世 : 界青年冠军。 : http://en.wikipedia.org/wiki/World_Open_chess_tournament : 是个extremely smart的人。 : 他一辈子没有结婚,也没有孩子。大概把这个公司作为自己的孩子了。Alan拥有公司50 : %的股份。 : 我2005年加入时,全公司450人,那一年公司的revenue首次达到100 million : 2012年的revenue 是 461 million : 今年(2013),公司预期的revenue超过500 million ,员工可能要接近两千了。
o*n
18 楼
嗯,那样的话我们以wiki为准。 我也没有专门调查过他的户口,只是听同事一说就记住了。 还有一种可能(现在回想起来极有可能是这样)就是同事只是说他没有孩子(这一点我 确定没有记错),后来我的大脑又feel the freedom to 加上了没有结婚这一条。 这可能是老年痴呆症的初期症状吧。 唉,年纪大了,没有办法。
嗯,谢谢提醒。 我初入股市的时候犯过那样的错误,那是很多年以前。 当时买了很多一家小软件公司的股票,原因是工作中用到它们做的 Object-Oriented XML Based Database, 特别喜欢。 可是产品虽好,但当时的市场不大,所以一直不盈利,最终在濒临破产,没有希望的情 况下把自己超低价卖了。 那只股我hold了好几年,最终亏了大约30K的样子。 算是交给股市的学费了。 pega 就是一个 different story了。 首先,它的 BPM 产品是目前市场上最好的. (当然这是我个人的主观评价,虽然有 Gartner 和 Forrester 研究评估报告为证) 其次,以下为客观事实:Pega 在过去七八年一直是盈利公司,它的cash flow一直很 strong。 目前没有debt,有超过100 million的现金。这也是Pega 还发 dividend 的原 因。虽然它发的dividend对小投资者来说只是毛毛细雨。 第三,同时也是最重要的一点。 BPM software 作为一个软件产品和技术服务行业,在 近几年内已经被市场接受,并且它的市场正在加速扩大。 当然,我同意您的观点。 Falling in love with a stock is always a mistake. And I will remind myself of that from time to time.
For the quarter, the provider of business process management software posted revenue of $143.8 million and profits of 54 cents a share, well ahead of the Street at $122.6 million and 33 cents. Revenues were up 25% from the year earlier quarter. For 2013, the company sees revenue of $510 million, with non-GAAP profits of $1.20 a share source: http://www.forbes.com/sites/ericsavitz/2013/02/20/pegasystems-q
2012年盈利 $21.9 million 2011年盈利 $10.1 million 明明是赚钱的公司嘛。 Net income for 2012 was $21.9 million, or $0.56 per diluted share, compared to net income of $10.1 million, or $0.26 per diluted share for 2011. source: http://finance.yahoo.com/news/pegasystems-announces-record-reve
posted of
【在 o********n 的大作中提到】 : For the quarter, the provider of business process management software posted : revenue of $143.8 million and profits of 54 cents a share, well ahead of : the Street at $122.6 million and 33 cents. Revenues were up 25% from the : year earlier quarter. : For 2013, the company sees revenue of $510 million, with non-GAAP profits of : $1.20 a share : source: : http://www.forbes.com/sites/ericsavitz/2013/02/20/pegasystems-q
【在 o********n 的大作中提到】 : Pega : 一个月以内,应该有15%左右的增长(在股市大盘升降的基础之上)。 : disclosure: I hold a big long position on this stock
o*n
35 楼
It is consolidating. Do not miss the train!
g*s
36 楼
hey, thanks for your posts. i happened to do some research on the company and agree with a lot of what you said. i think the stock is a really interesting set-up after they destroyed the last quarter and will beat and raise for next few based on the backlog, yet analysts are still lukewarm. curious if you can talk about competitive landscape. i know the software space quite well, but never quite understand what exactly BPM does. How does PEGA's offering stack up to Tibco, Software AG, or Opentext's? years ago, i used to own a little company called Chordiant, which was acquired by PEGA. i think PEGA will eventually sell itself, just a matter of when/price. thanks in advance.
【在 g*******s 的大作中提到】 : hey, thanks for your posts. i happened to do some research on the company : and agree with a lot of what you said. : i think the stock is a really interesting set-up after they destroyed the : last quarter and will beat and raise for next few based on the backlog, yet : analysts are still lukewarm. : curious if you can talk about competitive landscape. i know the software : space quite well, but never quite understand what exactly BPM does. How does : PEGA's offering stack up to Tibco, Software AG, or Opentext's? : years ago, i used to own a little company called Chordiant, which was : acquired by PEGA. i think PEGA will eventually sell itself, just a matter of