[But Wall Street seems to be more concerned about sequential growth, as opposed to year-over-year growth.] People are not focusing that much on easy comparisons to last year, ... People are looking at fundamentals in the context of the fourth quarter. |
He remembers I took him to Carmichael two years ago. I don't remember. |
People felt that this is a very tightly controlled company with a lot of levers they can pull. |
The surprises were all on the positive side. I was worried that costs would be out of control. |
They put a lot of the issues to rest, or they attacked them head on. They were much more proactive in explaining to people about how they look at the business and how analysts should look at the business. |
We were set up for a rally because stocks were under tremendous pressure and I think some people are doing bottom fishing. |