Duncan: When you can't argue the facts, change the subject.
1. You ducked my question: When do you expect to see $99 add-on CD-R from HP, Micron, Dell, etc.? You really must answer this if you expect your argument to be taken seriously.
2. You've got me wrong. I'm not one of the conspirasy types, and I don't keep enemy lists. (Though I do resent short sellers of my stock, as I've explained before.) I quite welcome rational arguments against IOMG valuation.
3. Note that Chip Morris questioned IOMG valuation, but never answered the question. I rate this as slightly negative, since he did not raise the point himself. He does not state if his fund owns any IOMG. Wouldn't that be an interesting question?
4. As for taking the other's silence as a negative on Iomga -- you're REALLY stretching it there, my friend. Can you name ANY instance, on Wall Street Week, when one panelist is asked a question, answers it, and then another panelist buts in and disagrees? You can't, can you? Because the show's format is controled by Louis Rukeyser, and NO ONE buts in. When there is a guest expert, each panelist is invited, by Mr. Rukeyser, to ask the guest one question; then, shut up. It's HIS show, and he does almost all the talking. Just look at the set. Along with the format, it practically shouts "decorum". This is not John McLaughlin's Jesuit style debate class.
P.S. I quite like WSW. |
