Everyone just keep your hair on and remember that YOU contribute to sentiment.
So ask yourself what kind of sentiment you want to contribute to.
Yes, this 4C could have been fatter and more effervescent.
But let's remember two other things:
- this is still (by my reading) 50% quarter-on-quarter growth, which is not shabby in anyone's book
- this is still R&D (and early scale-up) and I can tell you from personal experience that that NEVER goes entirely as planned.
After all the hype and lead-up, we were NEVER going to be satisfied by this 4C and now that it's actually in the ball park of what a lot of you predicted (and mgmt is not being inappropriately optimistic), why get knotty-knickered? If any of the hiccups were material, they would have been announced.
Even if we take a bath today (and I fully expect we will), I don't think it's panic stations. DYOR and all IMO.
BUD: Where are we? May 2018, page-478
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