16% increase in Rev, 24%decrease in stock price. YOY/Q2. Stock price is a puzzle, Candy for Icahn? He could be the one to take it private with WP and Ricci at $20+. Hedge Fund will steal it, forget about aapl.IBM,msft et al. Then sell off pieces for $50+. al a Dell?
I agree with you most of the time but not now. Profits down despite rising revenue (not a good job managing expenses) margins shrinking and lowering future expectations. All told not a good picture. I do agree with you that IC sees more value in breaking up this company.