This conversation is great. However, IMO, the bottom line is as follows. Each new program (ie gigs/platter) is analagous to a new ball game. And, each drive program (2.1, 2.8, 3.4) is similarly analagous.
Using this logic, one can conclude that one is either IN or OUT. There is very little grey matter here. As this relates to RDRT, they are OUT for now.
However, the stock is down not only because they are OUT today, But also because of industry fundamentals. Hopefully, the latter reason is no longer at issue, as the sector is experiencing some upturn. Is it strong enough, we do not know yet. As for the first reason, RDRT will SOON BE BACK. The issue, as Stitch eloquently points out, is PERFORMANCE. If RDRT delivers, then it will regain the title. (RDRT reminds me of Tyson - either up or down). The verdict is out, but the reality remains - at current valuation, the risk/reward ratio is very very favorable. the STUD!! |
