Data: Well reasoned post. FWIW, I agree with you. I have never met these people; I only know them from what I read about them here. But I have never seen how HC really adds value. He is not an engineer or an attorney, etc. so it does not seem to fit that he would lead a company that is so heavily involved in advanced technology and litigation.
I also weigh heavily the opinions of Jim L., Ronny Marchma, yourself, Nasgovitz, etc.
However, for me to vote AGAINST someone, I would like to also at the same time like to vote FOR a replacement. I think it would be better for the company to have a smooth TRANSITION of the top leadership, and not a temporary leadership vaccuum or power struggle that an ouster of the CEO would bring about.
You live in California. I believe the reason why Gray Davis (no relation) was soundly recalled is because voters knew what was on the other side. Namely; Arnold.
My point is that people don't mind voting someone out of office, but it's much better for everybody if there is, at the same time, a compelling alternative.
I believe that our analysts would not mind if HC were gone, but IMO they would prefer to know who was going to replace him prior to voting against him. Perhaps Danny Detail (if he is reading) could comment on this.
In any event, I would not be likely to vote against HC unless I knew who the new COB would be.
JMHO.
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