Investment decisions should not be based on newspaper articles or stock price during a sectoral bear run. I would suggest you read past 3 concall transcripts to get an idea what to expect in near and midterm future and decide based on your own judgement .
Also read posts 418 & 419 in this thread for Gartner related stuff.
Disc. Invested at higher level and dissapointed that my quota for IDA is already full.
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