TTWO TTWO
Board Highlights
Topic List Post New Topic

MSG # GO



Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

08/13/18 at 2:24 PM CDT

 

 

READ: 4

RPLY: 2

0

0

RECS:0

Sentiment:

Neutral

OT - NOK

OT - NOK - What *is* it with this stock? It's slid about 20% in the last few months it seems. It's *Intel* that's getting all the downgrades, and it's slid a bit over 10% or so. Somebody ought to call the NYSE and tell them it's *Intel* that's getting all these downgrades, and the sector performance is expected to be weak, not NOK and the networkers! ;-)

Its the Rodney Dangerfield of the market.  Suri truly has lost all credibility. He has to show the market the money, then and only then will he get back some credibility.


Agr :0

Dis :0

RECS:0

None

Author:

LongTerm CapGains

Subject:

Off Topic

Sentiment:

Neutral

Date:

08/14/18 at 7:09 AM CDT

lt cap,

That said, perhaps they ought to get rid of Suri and just hire Dangerfield as their CEO - (or at least the company rep - like the woman who's been on Progressive's commercials forever.)

But seriously, I'm curious whether the things that have lost Suri his credibility are germane to the welfare of performance going forward: e.g., If Suri said, for example, that the integration with Alcatel would result in cost savings, and this would be seen before the year after the acquisition was over (I'm making this up as a hypothetical situation, based on somewhat faulty memory), and instead of cost savings being prominent, what actually occurred was a net loss due to servicing of Alcatel's customers basically for free, and those cost savings will never materialize, that's one thing. But if there was 'short term pain' until those customers had their equipment upgraded for free, but the synergies and cost savings was still in the mix, just further down the road, that's a different story. I guess my question is whether Suri has damaged the company so badly that their 'story' is still viable, one just needs another ton of patience, or whether they've really boxed themselves in by blunders or failures of execution that will have long term negative consequences.

I'd suppose that it's the 2nd case, otherwise we wouldn't be having this discussion, lol. And 5G will/should lift all boats. (Although not if 'turf wars' erupt that trade margins for market share. I think Suri might've raised that spectre in the CC, or perhaps it was someone else. But if you have one raw steak and 12 near-starving wolves, the fight for food would be fierce.)

 


Agr :0

Dis :0

RECS:0

None

Author:

Jam ok

Subject:

Off Topic

Sentiment:

Neutral

Date:

08/14/18 at 1:58 PM CDT

Copyright 2014 All Rights Reserved; Patent Pending