|$500 was not wishful thinking. It was a reasonable long term target based on continuity of the business. Things have changed. You have a huge unrealized gain in place, based on listening to my calls, and appear to be upset that I now say the landscape is changed. Be happy for the gains, and not upset that I have changed direction. |
Should things change, I will be back in. But I know better than to risk substantial gains on what is at this moment a roll of the dice. Yes, of course Bain wants to work with Western Digital, but it is not in Western Digital's interest to do so. Ignore my advice if you wish, but know that I have provided it.
You asked me privately last night what you should do, and I suggested you sell. I am truly sorry that you are not happy with my advice.