Robert, the Bear Stern's report looks like the same one you posted right before the earnings were released.
I listened to the conference call last night and thought it went really well. And, at last, management is doing something for its shareholder base by buying back so many shares over the next several quarters. What was really annoying is the scrub kid that Bear Stern's put on the call. What a lack of respect putting a kid on the call to ask a stupid clarification question about SDLT. It was a complete waste of bandwidth. The kid sounded like Beavis or Butt-head. He would say "um, and um, on er, um Super DLT, or um, was that Super Mario Brothers, and um, what do you think about its, um, competition with LTO, um, that is being brought out by the, um, alliance of, um, Tandy, Wang, and Micron?"
I'm being kinda sarcastic, but it was amazing that they threw some inexperienced kid in on the call. Good experience for the kid, and I'm sure this happens often, but Bear Stern's blew any respect that I have for them when it comes to analyzing DSS or HDD.
Cheers, Robert. Thanks for posting the Bear Stern's stuff. I didn't mean to come off as unappreciative, just critical of that house. |