"Stud"
<<Second, the stock is indeed down. However, as an asset allocator, my time horizon is NOT one week or even one month.>>
What exactly is your time frame? So far you haven't said as far as I know. In fact, what exactly is an asset allocator...you count furniture and decide who's office it goes to?
<<My point, however, is that "the street" was not focused on the demise of RDRT prior to the WDC/IBM deal.>>
That isn't what you said but I recognize the back pedaling of a poster caught up in his own gyrating b.s.
<<Fourth, the Company was very well positioned at the 2.1 gig/platter arena.>> RDRT actually lost market share during this product cycle. Go subscribe to TrendFocus or Peripheral research pubs on the head market. You may actually learn a bit about what you so unabashedly write about.
<< The only reason the stock is at a multi-year low is due to the issues which you present.>> Reason enough for me. I've only been saying it (here) since the stock was at 16. (Long before the IBM/WDC deal. By the way...so was Lawrence, TBOwl, others. Where were you?)
<<Lastly, go to the library and figure out net asset value.>> Thats about what I expected you to say.
Stitch |
