LogFAQs > #948498717

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TopicStock Topic 13
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12/18/20 4:41:17 PM
#143:


Solarwinds could legit go bankrupt in 6 months. The bleeding will slow down from here I figure but next earnings should be ugly. I can't imagine any high profile clients keeping them and I believe they have some debt issues they're leveraging

Like you just don't want a software that has access to your whole network being compromised from within its own update framework. Trust is so important. It outweighs any convenience provided by the software. I also don't THINK solarwinds offers anything truly unique, just sorta does everything in a more convenient user friendly package than alternatives

Like imagine if Zoom put out an update that caused 10% of meetings to be intercepted by attackers

Would you ever use Zoom if you worked in any big business when you could just use I don't know Microsoft Teams or Skype or one of countless other alternatives.

Like this is worse than LK, so ultimately I expect it to drop further than LK did. It started at $23 so if it loses like 80% of its value you're looking at around $5. That's why I have some $7.5 puts too.

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