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This Rocket is Launching, page-84

  1. Vmk Research
    275 Posts.
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    27/02/20
    23:08
    Post #: 43200117
    MSFT downgraded their PC and X Box division because of supply chain issues. They reiterated guidance for enterprise software.

    LVT has zero exposure to PC sales and gaming. LVT is an enterprise software product,

    CV-19 is an issue that we take seriously. We think there are many names that are affected worse.
    LVT Price at posting: 26.0¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 8  Upvote
    lightbulb Created with Sketch.  Great analysis
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