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To: Ryan Bartholomew who wrote (165508)2/6/2014 7:11:31 PM
From: clean862 Recommendations

Recommended By
jeftuxedo
lucky_limey

  Read Replies (3) | Respond to of 213177
 
I'm sorry that a different opinion is something that you feel you need to ignore.
Personally it isn't the difference of opinion that people want to ignore it's the circular discussions that go seemingly nowhere.

I'm convinced that you believe your scenarios and others don't and it is in my opinion a waste of time reading endless posts discussing the same argument which hasn't changed much on either side.

Thinking maybe it's time to wait and see what happens over the next several months and see which scenario is more likely.

I'm also thinking that people telling others that they are considering ignoring you is a polite means of saying they are growing tired of the discussion as well.



To: Ryan Bartholomew who wrote (165508)2/6/2014 7:34:57 PM
From: pyslent  Respond to of 213177
 
??? I just had a nice discussion with Slacker and others that suggested something very different. I think that they could maintain margins and have sales roughly stabilize. Yes, their global market share would continue to fall in this scenario, but sales wouldn't need to collapse.

Yes, but while Slacker concluded that stable sales and margins would result in $40/sh, are you still convinced that this scenario would net $20/share?



To: Ryan Bartholomew who wrote (165508)2/6/2014 8:54:07 PM
From: Kurthend2 Recommendations

Recommended By
Kip S
Zen Dollar Round

  Respond to of 213177
 
When did I buy $420 puts?
Message 28983656

I added some short-term 420 puts to my holdings today when it was trading around.

Kurt