Thank you for welcoming me back, levy, our esteemed in-house, self taught psychiatrist and founder of the Post Tech DotComBomb Support Group. Reflecting on your chopped liver analysis of Sarkie...or was it Rosenberg...may I venture a fully non-professional optimistic view of the psychology and timing underlying today's announcements. Sometime, late in December, I believe, INSP iterated its earlier quarterly and annual guidance. Actual quarterly results and updating of annual guidance are scheduled for January 29. With that backdrop, it would appear unlikely that, one week in advance of the earnings report, today's announcement of highest level management changes would be risked, unless actual quarterly earnings and new annual guidance meet or exceed forecasts. A shortfall under these circumstances very likely result in a further sharp decline in shareholder value as well as undermining Naveen's credibility, perhaps beyond repair, given some of his personal history and arrogant utterances. Therefore, donning my best pair of rose-colored glasses, I conclude that next week's announcements may mitigate any short term negative thinking occasioned by today's events...On the other hand, my untutored analysis may be wishful psychic thinking and totally invalid. A second opinion, please!
Your grateful pupil,
Sy |
