The 'Big Data' Theme Has Legs
Find your theme and stick with it. Don't deviate from it. Own it. This morning, we got a terrific number from F5 Networks (FFIV), which is the on-ramp to the Internet. We saw VMWare (VMW) blow the estimates away. That's big data speaking. That's a secular growth story that smokes employment claims. That's a proprietary trend that laughs at Spanish bond action. That's a long-term love affair that can smash the jilting of the public by the stock market.
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