GVTucker,>>>this wasn't naive speculation.<<<
Okay, let me see if I can straighten this out:
It was not naive speculation, but it is speculation from a very savvy investor.
>>>Intel's performance has nothing to do with his departure<<<
May not be the entire reason why he left but it did have something to do with it, including AMD performance and MU performance. NO?
>>>if an analyst was fired for missing the boat on a stock, there would be no analysts.<<<
True, but just like anybody else, you can live on past performance alone for only so long. Given his performance the past year (at least), there had to be a lot of negative pressures on him. As an analogy, even if Michael Jordan came back to the Bulls, how long would it take for the fans and the media to get on his case, if he didn't score?
Even though, I have some confidence in you in that you aren't tell us all that you know about this situation, but I am also fairly certain that you are drawing the wrong conclusion from what you do know and not sharing with us.
Mary
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