longlake95 Posted April 29, 2014 Share Posted April 29, 2014 Anyone own TDC? Just doing some work on it. Yes - it's not a dirt cheap asset play, but a FCF story, that seems to have a good future? My back of the envelope quick calculation shows it could be worth $56 or so base case, and $65 normalized case. Looks like the elusive high quality company at a reasonable price. There's been some inside buying in the low $40's. Link to comment Share on other sites More sharing options...
constructive Posted April 29, 2014 Share Posted April 29, 2014 20M shares short, surprisingly high. What's the breakdown between software/hardware resale/consulting/data center/etc? Which parts of the business are more attractive and which are less attractive? Is their growth profile better than say EMC or Oracle? Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now