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hey - just a fwiw

thanks for posting that note as well!

getting another perspective, having a view looked at in a different way....very helpful

Oh no problem, thanks for your response.

I appreciate the thoughts, and I'm also interested to see how folks view this company in particular. I have a strong "insider" view, but I have never owned (knew of Hock pretty closely from years ago before he was a big boss), and I don't know many folks who are in this name, so I like to hear the thoughts.

From what I know, i have a very very solid feeling about the company culture and Hock specifically, but the model is a risky one (to me).

My 2 cents.
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