<ot re: MOT> Hi Jack - since I bought in to MOT [silly me!] recently, I think MOT didn't get a fair shake this time around. I agree with you absolutely MOT has not had a track record of good guidance. However, this time she has nothing to do with her stock demise. For instance, while the other Jack <g>
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has also ulterior motive of depending MOT, it seems to be a reasonable assessment. Maybe MOT's fault has not had the skill set to manage to keep the Street's expectation low enough 2 or 3 Qs ahead [like MSFT and CSCO, who are adept in the expectation game.]
IRID is really a bad bad situation, but it is largely behind MOT now. The fact that MOT has other successful investments. Still, I will not make light of the size of IRID investment and its high profile debacle.
Personally, I believe MOT turn around is on track, market crash or not [regardless, when push comes to shove, I will liquidate MOT and everything else before NT!]
best, Bosco |
