I don't profess to be an expert in this field but have a watchlist of tech stocks that I keep an eye on and compare.
Stocks like ACX ($1.2 bill market cap), NXT ($684 mill market cap) & HSN ($655 mill market cap) seem to have run a heck of a lot harder on news flow than their reported financial results could yet justify imho.
Maybe I am wrong.
Cloud computing infrastructure spending to surge, page-4
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