RE:Opinion
Thanks Egyptian, for reminding us that there is a big picture here. Easy to forget during a very bruising week for longs. Man, going into last week I was so feeling that Mercedes, even hearing it, and now I'm still driving a ten year old minivan.
But the reality is that ultimately markets do a pretty good job of reflecting value. Even the most pessimistic analysts agree WIN has value, both patent porffolio and cash flow going forward. And it pays what is now an excellent dividend for those who are patient, with possible short term sweeteners including a dividend increase and something happening with Apple, either from an appeal or in response to Win filing one. Ultimately, if existing management doesn't unlock the value, it will happen via a take-out, because it will pay somebody to do that. So, going forward from here, it looks pretty good, and the lucky folks buying at these levels are going to make money fast. But all in all, not a bad picture, even for longs who are licking their wounds today.