04-10-2019, 06:04 AM
(04-10-2019, 05:57 AM)Patc Wrote: Surprised you got scared out that quickly. So you give more credibility to some bloggers than you do to 3 or 4 analysts
It's not that I give more credibility to this one or that one, it's that they raise issues which I can't immediately address, especially when there are a number of these. I simply can't guarantee that there is nothing wrong with their backlog numbers, which increased a level of discomfort surpassing a threshold.
Apart from that, the stock didn't rally on this morning's news, which was another sign to take at least some profit, IMHO. The real story will come out in the Q1 figures.