Dinesh,
Please, spare me the difference between 'speculators' and 'investors,' or, of 'paper loss' v/s 'real loss' unless you can say the whole sentence calmly in front of a mirror first.
I can.
I'd like to add more perspective. For the investors and speculators who are upset about this, their reminder that it's not the first time it has happened should have been a clue about what and what not to expect from management. Management has been notoriously weak for eyars about communicating the Citrix story in a simple, concise, undertandable way to laypeople and this is just another communications weakness on the part of management.
I'm not saying it shouldn't be improved. But management's history, notwithstanding the fairly recent improvement in communicating the story, is evidence enough that this sort of thing is part of investing in the company.
Maybe I've got entirely the wrong attitude regarding the company's reaction to the CFO's last-minute change of plans and the market's response to it, but I'm more bothered that the market still responds to these things so violently than I'm bothered with management itself.
And for those who think the past two days' decline had little impact on my personal finances, my net worth is about 3% less thanks to the change in the stock price. I view that as a lot. Still, that fact doesn't alter my opinions.
--Mike Buckley |