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rcaptain

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rcaptain

Re: Lombardi post# 73943

Monday, 03/31/2014 5:27:45 PM

Monday, March 31, 2014 5:27:45 PM

Post# of 120643
The difference between this Q3 & Q4 were the expectations. Sterling made some lofty projections/guidance which he has since backed off from. While they did increase in Q3 it wasn't what everyone expected. So we had a big sell off.
Going into this earnings expectations where tempered and reasonable. Which is why I don't see a sell the news this time. I'm glad they backed off from giving specific guidance since the business is changing so rapidly. It was the smart thing to do.
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