Monday, August 11, 2008 8:18:33 AM
Since I was a part of the whole debate.
If the total amount from Apple is directly or indirectly(Chip Sales) is less than Management has stated I will do at least c. and maybe a.. Selling my shares of course would be dependent on the complete picture.
I Would also expect Ronnie to admit if he is wrong.
As an interesting side note Tom Carpenter being the first person to come up with an analysis very similar to Ronnie's appears to have backed off that analysis after hearing managements comments in subsequent CC's. (That is going by memory and admittedly at times I suffer from CRS so I will have to do some research to back up that statement, won't be able to until much later today)By backing off I mean he hasn't repeated it or seemed to question it again.
"The Investors's Chief Problem--and even his worst enemy--is likely to be himself"
---Benjamin Graham
If the total amount from Apple is directly or indirectly(Chip Sales) is less than Management has stated I will do at least c. and maybe a.. Selling my shares of course would be dependent on the complete picture.
I Would also expect Ronnie to admit if he is wrong.
As an interesting side note Tom Carpenter being the first person to come up with an analysis very similar to Ronnie's appears to have backed off that analysis after hearing managements comments in subsequent CC's. (That is going by memory and admittedly at times I suffer from CRS so I will have to do some research to back up that statement, won't be able to until much later today)By backing off I mean he hasn't repeated it or seemed to question it again.
"The Investors's Chief Problem--and even his worst enemy--is likely to be himself"
---Benjamin Graham
"The Investors's Chief Problem--and even his worst enemy--is likely to be himself"
---Benjamin Graham
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