re: safenets q4 result was $77m that is a pretty big tumble in revenus quarter over quarter.
and even made more important when Safenet warned they would miss their guidance issued in February.
so if things are this "cyclic" as you suggest......will the "cycle" affect SEN?
wouldn't it be nice if SEN actually said everything was on track and the Safenet warning would have NO material impact on its guidnace and or earnings.
i think that is transparency.
IMO
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