Comment by reilly3000

11 days ago

How is momentum fading when their headline product is so good it’s illegal?

I think they may have overplayed their hand so to speak. The end consequence is that their best model isn’t available right now, people are exploring alternatives, and realizing they work fine.

It’s such a fast paced and competitive industry, anyone who takes even a short break is going to have a hard time coming back from it, and that’s basically what they’ve done.

That is a good marketing headline, but for it to work the model has to become available again in a reasonable timeframe.

Otherwise people try other cheaper models, and they find out those models work perfectly for what they need.

Expected cash flows, growth and risk.

Go ahead and incorporate that in those 3 variables... lets see what you know before I bother replying.