i was impressed as well: it was
in good part to see if he did,
that i made the call to begin with.
and apart from the specifics, his
tone was confident, if subdued. the
confidence was apparent in his complete
lack of hedging, if you will...something
he might agree the street has conspicuosly
NOT avoided.
but the fact is, he really didn't have too
much to say; he explained that he was standing
behind all the fundamentals, as he has repeatedly
done. and that because of the "quiet period" he was
reluctant to say much about earnings: he DID say that
beyond a legal obligation to do so, they would have
advised if the numbers were to be different than expected.
his is a soft spoken, and sincere manner: he said when i
voiced collective investor concerns, incredulity at the
actions of the analysts, competing interests seemingly at
odds with forward movement, and general disbelief at the
manner of MS action, and its severity...that his heart
"resonated" with these sentiments. he went on to say he
was unclear about how to combat these things other than
by making lasers and shipping product, and he agreed
that the larger picture seems to be continually undermined by
hollow rumor.
he seemed to sincerely appreciate the support i mentioned
as shown by this thread...and i described to him the
other elements revealed here. he was easy to speak with and
thoroughly responsive; he avoided anything that could remotely
be described as evasive. he left me with a sense that they
were dismayed, but that they would simply focus on their
strengths...and we all know what they are.
he did say he had a bunch of messages... |
