Jeesh, nearly 100 posts while I flew to New Orleans. Pretty soon the post volume will pass the stock volume. I, too, want to thank everyone for the invaluable coverage of this conference. While I have to say I'm a little disappointed with the stock price action, the news was very reassuring to me, especially when you understand the estimates are meant to be conservative. There were certainly some strong cross-currents in the market with respect to Amati. I have to tip my hat once again to Walt, however, who has an uncanny knack for predicting turning points. I hope it goes up tomorrow, but honestly, I haven't the foggiest. It seems to me that profit growth will be Amati's middle name in the next few years, and the institutonal investors can put up now, or they can put up later. Regardless, this train is going forward.
Regards,
Richard |
