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Re: rickn23 post# 1996

Tuesday, 06/12/2018 1:50:26 PM

Tuesday, June 12, 2018 1:50:26 PM

Post# of 10271
Thanks Rick. I heard part of the call while en route traveling.

Heard awkward silence after “surprise intro” of a RR. Corny. With all due respect they sounded unrehearsed and Cindy needs Public Speaking classes. Number of times she repeated word “actually” wanted to make me pull my hair out.

Overall positive but more time waiting on revs. Q3 is long time away before Andy’s infamous “BILLION$”.

Sounded eventful but anticlimactic. Shareholder letter better.

Think Amazon Nd Netflix announcements forthcoming will feel more significant than today’s announcements. But make no mistake today’s announcements were significant. Just poorly presented IMHO.

GL

DK
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