(06-13-2014, 01:41 AM)BillNeuburger Wrote:I'm long and I don't disagree with you. I use the same analogy with pharma companies, I don't like it when the CEO is a Dr, they typically aren't as market savy in dealing with investors. In this case two technologists are bright in their own right, but not great market guys. Part of the reason why I invested in the company was for Omar's presence, his connections, understanding of the tech, etc. Lin is also connected, but not my cup of tea for the CEO. Chairman, yes, and deservedly so, but not the public face. For me at least.
NQ did non-deal road show in US last month with Omar (and other NQ senior management) without Lin's 'face'. So it's not like Lin has to show his face in every marketing event or micro manage everything. Are those investors interested in NQ? Yes. Do they know Lin is the CEO? Yes.
In an interview last week, he did admit that in the past NQ were mostly run by talents that are very good at technology but didn't pay too much attention to marketing or promoting the company. They thought as long as they keep delivering top-notch products they will be accepted by the market. He did mention that they have realized this and have been making improvements.