Hi BWAC - thx for the suggestion. I don't mean to fixate on MWD. In fact, I meant to do what you ve sugested. My point is that it is good to listen "from the horse's mouth," obviously, but MWD is another voice. And maybe Pru, etc etc. That is to say, I didn't really go about it the wrong way, except people misunderstood my request. I mean, since ATML's presentation is freely available, I don't need anyone to tell me. OTOH, since MWD, Pru etc are proprietary, then SI type of sharing is a good thing for those who don't have access, isn't it?
It is interesting that people are willing to share only when they agree with the conclusion, like the recent post about MWD asssessment of NT in the NT thread, but they seek to suppress it if the conclusion is not to their liking. I see a real danger in that. I ve learned my lesson with my NT waterloo. I am more open to different opinions now. I mean, I am still very bullish on ATML. And I ve many good reasons too, like the fab it picked up in the UK and its diverse product base etc etc. But telling me the things I know is useless, people should keep an eye out for the things they don't know, shouldn't they? How can we be "better informed investors" if we ignore half of the equation by not allowing a discussion of the negatives? I was not born yesterday, I ve had just as much cynicism about the intent of investment houses as you and others. But knowing the enemy is a good way to prepare oneself for battle.
JMHO
It is funny though, if Ian didn't try to hit me with a 2x4, this topic would probably be dropped. But I guess I am human, I feel like I need to explain myself b/c I don't know why people hit me over the head for making a simple request
best, Bosco |
