No. of Recommendations: 1
"I don't remember anyone expressing any negatives or worries about the company."

Here's a few for you Saul...


Ant, I sure hope the market never ceases to do its proper job of eliminating all needless profit. For any business you can always come up with multiple threats. The investor's task, a difficult one, is to separate the wheat from the chaff. How credible or likely are the ones you listed? Wasn't Intel going to eat ARM's lunch?

Would you repost your list of threats with an indication of the likelihood of any of them succeeding? Since one can take one's chips off the table at any time -- which is hard to do in real estate, for example -- the liquidity of the stock market removes the need to worry about distant threats. Saul is good at being nimble.

Denny Schlesinger
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