The flaw here is it's not 1 market.
In 2020 when PCs and peripherals were booming, Networking and Server infra were not.
Right now, PCs, peripherals and even new software dev have slowed. But Network and Security are going strong, the drivers mainly being things like the Medibank/Optus/Vic govt/Latitude breaches.
You can't afford to pull spend here, because doing nothing usually costs more than doing something.
So I agree that spend that can be deferred WILL be deferred. But there are plenty of solutions here that can't be deferred, and DDR service a lot of that market.
Note: A lot of the software/licensing stuff is recurring in nature. That will continue.
- Forums
- ASX - By Stock
- Ann: Q1 FY23 Market Update
The flaw here is it's not 1 market.In 2020 when PCs and...
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add DDR (ASX) to my watchlist
(20min delay)
|
|||||
Last
$9.12 |
Change
-0.170(1.83%) |
Mkt cap ! $1.646B |
Open | High | Low | Value | Volume |
$9.23 | $9.24 | $9.09 | $1.318M | 144.2K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 1454 | $9.12 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$9.13 | 511 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1319 | 9.120 |
1 | 20 | 9.110 |
1 | 1388 | 9.100 |
2 | 2281 | 9.090 |
2 | 3143 | 9.080 |
Price($) | Vol. | No. |
---|---|---|
9.230 | 841 | 1 |
9.300 | 1194 | 1 |
9.390 | 2000 | 1 |
9.450 | 1000 | 1 |
9.530 | 588 | 1 |
Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
Featured News
DDR (ASX) Chart |