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Monday, February 07, 2011 2:04:56 PM
1) It sounds like they either haven't given it much thought, or they just aren't sure why it's happening.
2) Step 1 of correcting an issue is recognizing the root cause and implementing changes. You can't fix anything if you don't know what part of it is broken.
My take is that Watson is probably good at the company side of things, I just honestly don't think he has much experience running the public side of it. Put simply, they don't know why the PPS is so low, and they don't know how to fix it. I hope his business sense will pay off quickly and we'll get a PPS reaction based on pure performance. We need it soon. I'll post again when I get a reply, maybe he's on top of it and just hasn't forwarded that information to IR.
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