8 ordspråk av Benjamin Bollin

Benjamin Bollin

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en When you see a stock trading up on bad news ? or at least holding steady ? it leads me to believe that some of the capitulation is out of this thing.
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en Basically I think it's the fact that the devices are still selling.
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en Basically I think it's the fact that the devices are still selling. (Given) the fact that they were able to maintain revenue guidance for the (coming) quarter, it really looks like the sustainability and momentum, at least in the hardware sales, has persisted.
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en You will see a larger number of competitors in this market going forward. It's an attractive market. The growth opportunities are strong.
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en This is a market a lot of people want to be in.
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en I expect the company to offer an upfront settlement of $1 billion. That, in a sense, could make NTP go away, but it could be as high as $1.5 billion.
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en The most important part of what they said is that the user experience doesn't change and that's going to mitigate a lot of concerns.
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en I think any resolution clears a cloud over the stock and the stock will continue to trade up.
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