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TechStockRadar

Rob DeFrancesco
Downtown Los Angeles

Joined Aug 24, 2010

Former senior writer with Louis Rukeyser's Wall Street newsletter. Launched TechStockProspector.com in 2003 and TSP Deal Report in 2009. Tech-focused research & analysis.

  1. TechStockRadar
    $VCLK http://stks.co/2DVn ValueClick on the rise into Q4 report next week.
  2. TechStockRadar
    $EA FQ3 call: Star Wars unique log-ins averaging 1 million/day. Avg. log-in is 4 hours/day.
  3. TechStockRadar
    $CALD http://stks.co/2C7x Callidus breaks out
  4. TechStockRadar
    $HLIT http://stks.co/2Bvg Harmonic +9.5%
  5. TechStockRadar
    Fortinet Q1 guide: EPS 11c (consensus 11c) on revenue of $112 mil-$115 mil (consensus $113.5 mil). $FTNT
  6. TechStockRadar
    Fortinet Q4 billings growth accelerated to 27% y/y from 25% in Q3. $FTNT
  7. TechStockRadar
    Riverbed uses the old "product transition" excuse for weak Q1 guidance. $RVBD
  8. TechStockRadar
    Riverbed Q1 guide: EPS 19c to 20c (consensus 25c) on rev of $183 mil-$187 mil (consensus $197.1 mil). $RVBD
  9. TechStockRadar
    $ARUN http://stks.co/26a3 Aruba Networks +28% YTD
  10. TechStockRadar
    $HLIT http://stks.co/2342 Harmonic approaches 200 day
  11. TechStockRadar
    NetScout shares +22% in 2 sessions on strong FQ3. A positive sign for Riverbed's Cascade unit. $NTCT $RVBD

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