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Re: Yale_MBA post# 649

Friday, 11/13/2009 9:19:03 AM

Friday, November 13, 2009 9:19:03 AM

Post# of 2688
The penny miss is taking us to the woodshed because the PE justifies sequential growth... not sequential shrinkage. I am loathe to add to my position here until I see signs that they are going to hit a home run besides the invisible shield(including Zaggskins) which have ever decreasing margins do to increased big retail exposure. I do not believe Zbuds or appspace are going to do it in my opinion. But hey, if they do... thats great!