I guess I'm just simple-minded, Tulvio.
I see it like this: everybody likes fast hardware, and this company owns a critical part of the near-term path forward to faster hardware. And all the company and industry data is just terrific. So you have to ask the question: Will people suddenly stop liking fast hardware?
So that leaves the market for the stock - should we be worried about that? As for that concern, I would suggest that a cursory examination of any chart, any chart at all, over almost any 12 month period, any at all, will reveal that the market operates almost exactly in the manner of a broken clock: it's right twice: in the case of a clock, twice a day; in the case of market, twice a year.
I'm glad you're still long.
I'm still buying.
Regards,
John |
