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Biotech / Medical : GUMM - Eliminate the Common Cold
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To: Kevin Podsiadlik who wrote (4316)4/30/2003 10:40:55 AM
From: DanZ  Read Replies (4) of 5582
 
<What, you're saying you run into a lot of "always"es in investing? I kinda doubt that.>

No, actually I said the same thing that you said. PZ apparently made an assumption that the second and third quarters would be bad because "they usually are". I pointed out like you that you can't make investment or trading decisions based on "usually" because "usually" doesn't always occur. Do you have a reading comprehension problem, Kevin?

<As far as your projections go, I think fixed operating expenses regardless of sales is a bit of a flawed assumption.>

Like I said, they aren't MY projections. They are projections from the company. I would agree that a company can't maintain the same fixed operating expenses regardless of sales, nor is that what I said. Let me word it another way so maybe you can understand it. I reiterated the company's guidance that operating expenses are about where they should be to generate their sales growth targets. Obviously if the company's sales keep increasing 40% per year, and they continue to release new products, their advertising (variable expense) and fixed costs will increase. By that time if you are still dumb enough to be short the stock price will be a lot higher.

<I think it's safe to say that *someone* was disappointed.>

I am disappointed that the stock is down today but couldn't care less about the bozo that is selling stock. He, she, or they have no reason to be disappointed with the company's performance.
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