Young, believe me your comments are irrelevant in a market this size. However, if informed people stop posting, the board becomes useless. I, in fact, have contemplated stop posting because I am not sure the benefits outweight the time. However, I offer my trading and financial analysis expertise as well as informed information about markets in hope of learning more about trends in technology and in hope of gaining information that is in the market place that I maybe have not seen.
Finally, I post my name and company because I think it is important to have accountability. For what it is worth, I built financial models at Morgan Stanley in the eighties, worked as an analyst for a well known hedge fund for four years, and have had my own firm for four years. I am up 40% this year, was up 275% last year, and have averaged 78% compounded annual returns for the last five years.
Please do not stop posting. Your just frustrated. If you are right and Iomega does the kind of revenue your talking about and becomes the model for removable storage, the shorts (myself included) will get crushed.
By the way, did you mean $1.2 billion for the next four quarters or next 2 quarters? And I still have thise basic questions. Is it possible to ramp up as fast as the bulls project when inventories and backlogs are not increasing? Will volumes truly increase enough to double sales by the September quarter when average selling price will be declining dramatically? |
