Fred, am surprised at your jubilation. The +10 points is a nice pop short term, but we'll not see the 140 from USRX (nor the 80 from COMS needed to make it happen) by year end as you and I had projected. Looks like Robo is giving up 10-to-15% growth rate, the x2 monopoly may be compromised by COMS' ROK-Flex-chip connection, and Robo's valuation will likely sink with COMS' already announced shortfall in earnings and revenue for the quarter it completes on Thursday, 28 February. Plus, Robo, with #2 COMS, will now compete against #1 CSCO in addition to ROK et al. As COMS' lunch is being eaten by both CSCO and INTC, the Robo is therefore indirectly up against INTC as well. A good move for Robo? Why the jubilation?
Tulvio |
