chopy, I saw somewhere that Trend Micro are highly rated by someone (sorry forgot the details!) so yes the revenue impact is perhaps more significant than Seagate, even though it's Seagate that I've heard of and not Trend Micro.
As for today - disappointing - but it's not short-term price movements that bother me, but business revenue and profitability, and I expect to hear more about that in the next two or three weeks with the Annual (not semi-annual) report. My only possible concern (not founded on any fact) would be if some financial details have slipped out and is causing some insider to offload.
I would expect them to be close to their most recent guidance, and to forecast the same again plus a few percent for the following year. Ditto for divs, so thats 22c gross this year (9.5%!) and maybe 23c -24c next year (10%+).
DDR Price at posting:
$2.31 Sentiment: Buy Disclosure: Held
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