street wants continued growth and no hit to margins, has always been the metric for this stock . . . they can't have it both ways . . . at this point to grow it has to compromise margins . . . unfortunately the street is gonna punish them more unless they make an acquisition or invest in something new . . . this Einhorn thing is a joke, all these hedgies of late parading around making noise to tout their books . . . he does not have shareholder interest at heart, he is just trying to get out of his trade or get back to even . . .
the street doesnt know what they want. this stock went to 700 on the same principal it went down to 430. total uphoria followed by fear. its the same company nothing has changed except they keep piling more money in the bank. at some point wallstreet is going to have to justify how a company has 200 billion in cash and trading at pe of 10 and others making a dime are trading at all time highs. wallstreet has lost all credibility in the markets by investors due to this stock getting clobered for no reason.