RE:Here's the Issue with Posts From Tech Company Employees
tradersam99 wrote:
Tech Proefessionals vs. Investment Researchers:
Tech Pros working at Molex, AWS, Tencent, etc., understand Tech. So if they post about Tech, I will listen.
I do not work at a tTech company, so I don't try to tell Tech workers how Their jobs work.
Investment Researchers research investments. If they post about how companies fare based on their deals/NDA's, etc., I will listen.
But when Tech Workers who do Not understand that NDS's Prohibit the dissemination of News until said NDA's are removed try to tell Investment Researchers how badly a company is beinf run because they don't have Deals to Report as Material News, it just makes a mess of things.
Best to stick to what you know...
I feel special! I made it into one of your special posts that you do for people who say something critical and you feel the need to single them out, even without naming them. I feel honoured.
I was gonig to reply to the other thread but might as well do it here. NDA's could be a reason that they didn't disseminate news of a large contract. I will give you that. I admit adding a financial part to the NDA didn't cross my mind. All NDA's that I've signed do not restrict financial information. They are only IP based.
You know that I know tech. The only thing is you have focused on only that one thing. What you don't know is in what capacity I work now. I didn't stay in the hardware space. You might have known if you had asked. People grow and expand their knowledge. Some move into sales, some into procurement, some into management. Some run their own product development teams. Some people move through all of these.
No matter how many little details you try to pick apart with what I've written, and try to steer the conversation around "he's a tech pro, not an investment researcher," or some such nonsense focusing on me instead of on the content/questions I write, I will still stand by what I said. In today's environment, Spectra7 needs to do something different. They can't just sit back and rely on funding time after time. This is just treading water, quarter to quarter. They need to do something big and by big I mean build as many chips as possible to weather through the next 2 years of headwind.
In the next few quarterly reports, if they say that they have a record backlog and there are supply constraints, then they keep proving my point. If they say the backlog is cleared up (or will shortly) and they have ordered enough chips to handle the forecasted demand for 2021 and most of 2022 then I will eat my words. This is what i hope they will do. When I'm wrong I will admit it.
I do hope that this comapny succeeds. As I said, they have a great product. Them succeeding also means I break even or hopefully make some money. You just won't see me cheerleading. I look at both the good and the bad. The cycle we are in has been going on for a long time. COVID and supply/demand constraints just added more time to it. They have yet to prove that they have broken the cycle into something new. I hope that by the end of this year we will see things clearer.
I hope that you and others are right and we will see the light at the end of the tunnel. I just don't believe it right now and nothing will convince me otherwise on a bulletin board. The proof will need to come from the company.
-Chucklehead