Good morning Marc;
I was addressing the same problem you mentioned on the Yahoo thread...I agree that the supply is great, but I only see that having an undermining (price-wise) affect in the short term. Like yourself, I am in this for the long haul, and also have plans to buy more on the next dip (for some reason I was SURPRISED when it went below 1 3/4, so
I got in again at 1 11/16...ah me!). Let 'em sell, what the hell, and when we're rich we'll hear them yell! (Sorry)
ANYWAY, if there was good news 1Q, the report would have been out on time. That's the way I read it. But I really don't see the report having a negative affect on the price...I mean, how much worse can it be than last years "accounting arrow" (ref; the ELAN deal and the loan conversion).
Marc, I greatly appreciate the homework you do and the info you pass on to all of us. You are the least pessimistic, negative voice I hear (other than myself), and IF YOU WERE to become negative about this company, I for one, would give your thoughts SERIOUS consideration.
Thanks for the info... it's always good to hear what you're thinking!
Greg |
