Jockey boy,
Wow! It is good to see someone else worked up around here! However, consistent with your occupation your facts are all screwed up and, therefore, your conclusions are erroneous.
Now, I could go point by point and correct your errors but that would be too humbling of an experience for you so I won't put you through that. But I will touch on some highlights
1) First, if you think LSI talking to Kurlak is the best thing they can do to support the shareholders you do have a lot to learn about marketing to the investment community. Did you read the interview with Kurlack at the end of last year where he laughed at companies who use analysts as their conduits? Even Kurlak thinks it is a dumb thing to do. All he did was to get his clients in...up the rating...get his clients out...and now bash the industry again. How does that help LSI? It doesn't, it helps his institutional clients make money which is what he is paid to do.
2) I thought during this recent down leg LSI bottomed at 21 give or take 1/4 and the sox bottomed about 226. Looks like they are both about 9% up according my calculations, so LSI outperforming the sox during this recent down leg has not happened. I know, I know numbers were never your strong suit that is why you became a lawyer.
3) How do you know how many CFO's I have spoken too? Supposing you are right (a big supposition mind you) what good does it do you if you don't even know the right questions to ask or it you don't understand the answers you are given?
4) MCHP is in a quiet period too! It didn't keep them from talking.
5) Not responding to daily market movements IS part of the problem. I have listed numerous examples of companies that DO respond to them for the benefit of the shareholders in order to limit volatility as much as possible.
Overall Jockey boy, you are out of your league in talking about these issues. Your limitations mean you can't identify alterntives that offer improvements. Do you go to work everyday and say.."gee, there is nothing I can do better so why try"? Well, successful people and successful companies don't have that attitutude and that is what makes them successful. You may be satisfied with a B+, but had I ever gotten a grade that low I certainly wouldn't have been.
I am happy to hear that you follow my posts so closely! Thanks, that really made my day!!! |
