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Friday, 19 September 2014

Initial thoughts

While they still vote on stuff. Seems GS is staying on the board ??? I thought he was off and wished him happy retirement earlier, do I feel silly now.

I've been boiling in the run up to this AGM to the point where I was mouthing off  on the train while we were sat opposite one of the board members !

I don't think I've entirely had many/any of my serious concerns satisfied properly really as I really don't think SHY gets what we are all concerned about. I am sure he feels we are just continually wanting to see the SP going up and are only ever cheesed off when it doesn't, and that is a basic misunderstanding of what so many of us feel about this company we have invested so much time and money in. I still think he exhibits a very odd sense of naïveté with his belief that the best will always win out (check out MALI boss) and that customers will always be rational (check out Samsung, Intel, Mediatek, etc boss) but his enthusiasm remains undimmed and infectious.

You've got to love him. I just wish he'd be a bit more of a bastard when it comes to the business end of thing or at least hire a few more people around him who are not "so nice".

We need more bad to the bone folks.

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