I agree with your sentiments. Plus there is this negative stroy line taking hold that what was presented this week is not enough phone. Makes sense to let the sentiment play out to 30 level then buy and get either short term bounce or best case ride the bounce, create a profit cushion, and in my mind they may see some success later in year so let say half ride. Thanks.
PS Bob on your AMAT, for some reason I have it in my head that AMAT is a company for the people inside not the outsdie investors so much. This was a theme from a few on the AMAT thread for some time. Sadly it might be true. While there will be some rewards via normal inflation, etc. I mean this stock-even taking into account divs- has been underperforming market for a long long time.
Does this all mean due for long cycle climb at some point or is it being used as vehicle to keep those inside cushy? |
