But, Gary, everyone familiar with the high-tech industry would know that foreign accents are a fact of life in that territory.
Yes, but at the very top, its rare. But thats not the point. That drub monotone, coupled with the accent, simply makes him difficult to understand, and not easy to listen to.
When I made my decision to invest in ASND years ago, I had never seen or listened to Mory before. Actually, I never considered that as a factor in making my decision. I looked at the numbers, the hard facts, and the prospects of the business.
100% agree. For an early to middle stage company, the technology for the most part, sells itself. This was the case with ASND. Their RAS/RAC gear was put on the market at just the right time. But for the maturing company, that finely polished CEO, the one who personally makes the billion dollar sales calls, is a mighty strong asset.
As for the comparison between Mory and John Chambers, looking at
the chart below, I would say that Mory's accent did not have an effect on ASND investors and it outperformed CSCO about 4:1 since ASND's inception, and the future even looks brighter.
Quite an impressive ASND chart. But you are comparing the hyper-growth phase of ASND with CSCO middle growth phase. CSCO had already split 4 times and risen almost 4000% by the time ASND went public. |
