2 ms·
Well, they would not be the first company to competently churn out well-engineered products year after year and fail to become the darling of the stock market.
by hyperbovine 12y ago
Well, they would not be the first company to competently churn out well-engineered products year after year and fail to become the darling of the stock market. Also, I really fail to see how dialing on the social media revolution would have magically caused they stock price to rise. Start calling them "routr"s, perhaps?
- 001sky 12y agoThe focus on the "widget engineering" is misleading. Are these the right widgets? dunno. The bigger questions are about the widget business. The stock is under-performing the market, despite major influexs of market inflation (ie, price bias), and huge shifts in the secular demand for bit-throughput. The company has had the leading position in the widget business for a generation. But this raises questions about the future viability of the widget business if ROI is essentially zero (?). Is the widget business inherently not-profitable? Or is the company mismanaged (outside of widget engineering?) I don't know the answers, but it seems people should be thinking about them. The engineering teams are mostly like not the main issue. The lack of more lucrative product/market fit seems to be a perrenial issue for the higher level exevutives.