Wednesday, April 01, 2015 9:40:22 PM
" I am absolutely rock solid in my conviction."
I urge investors here to go back and listen to the CC a second time. Without nerves and super high expectations, it's really not that bad, apart from the opening up the call to small investors part, which is just stupid. What's crucial to me is that there are no signs of fear, nervousness, doubt that I can detect when they are describing the business and their expectations of it. There is nothing in their manner that suggests they now have doubts about the revenue prediction. It seemed to me that they were protecting themselves against any discussion of the nature of the relationship with Microsoft. I'm not an experienced tech investor but isn't it possible that Microsoft has given them some kind of guarantee on minimum sales and that forms a large part of the basis for the revenue prediction? If so, Microsoft might well not want that to get back to Dockers or anyone else, and things become more understandable. Like Pepsi, I've got a lot riding on it, and I'm not selling a share.
I urge investors here to go back and listen to the CC a second time. Without nerves and super high expectations, it's really not that bad, apart from the opening up the call to small investors part, which is just stupid. What's crucial to me is that there are no signs of fear, nervousness, doubt that I can detect when they are describing the business and their expectations of it. There is nothing in their manner that suggests they now have doubts about the revenue prediction. It seemed to me that they were protecting themselves against any discussion of the nature of the relationship with Microsoft. I'm not an experienced tech investor but isn't it possible that Microsoft has given them some kind of guarantee on minimum sales and that forms a large part of the basis for the revenue prediction? If so, Microsoft might well not want that to get back to Dockers or anyone else, and things become more understandable. Like Pepsi, I've got a lot riding on it, and I'm not selling a share.
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