12-07-2013, 12:10 PM
One last point on this issue. We saw today that the Total number was used to drive the price down. We saw who led this charge on Yahoo. The problem with using that number of course is what Hession explained; it assumed a 19.3% sell- down. Those using this number may of may not have understood this. But it doesn't matter; it was wrong. From there things snowballed. Everything was bad. Hession explained this, but I don't think any of us , nor Calio, nor Pavel, nor Westlake's analyst grasped this.
So does this make a difference? It should and when this and other things mentioned are realized we should start seeing a pps recovery. Hopefully MS and Westlake take this into account when they come out with updates.
So does this make a difference? It should and when this and other things mentioned are realized we should start seeing a pps recovery. Hopefully MS and Westlake take this into account when they come out with updates.