Stitch - Why would you call your broker? Am I mistaken, or, are you an analyst with a major wirehouse?
And, why the sarcasm. I thought we were merely expressing opinion.
Oh - what is the downside here. Maybe book value at worst. Isn't the worst, however, just about factored into this stock.
And, what about the upside. Maybe a double or triple over the next 24 months.
And, oh, the risk/reward ratio. Very favorable at present valuation.
And, the prospect of an acquisition by Seagate. Hmm. would I want to be short at this valuation. I think you missed the boat to short here. Reward is not favorable enough.
Acquisition would sure make a ton of sense.
And, where can I buy a disk drive with an IBM GMR head.
And, the reality that the outlook has indeed improved over the next f3 or so quarters.
You are not a short, but your style is pretty close to the likes of Abelson.
Bottom line, the path of least resistance for intelligent players at this point in time is up. Perhaps the stock is weak over the near term, but the RISK/REWARD ratio has turned positive. The STUD!! |
