AJ wrote - You can read (or better yet listen) to how the CEO equivocated when asked about competition and white boxes.
I listened to the call and posted the relevant part of the cc (about competition and white box adoption) in my last post here…
http://discussion.fool.com/guys-i-am-no-technical-expert-so-mayb…
What may seem like “equivocation” to you seems like careful articulation to me. She distinguishes between direct competition and white box adoption and says three things.
- Competition is aggressive - as it always has been.
- White box adoption by customers is not increasing.
- She throws in, perhaps for extra emphasis, that she is not seeing “any difference in competitive behavior due to white box.”
The analyst then seems satisfied with her answer. To suggest she is dodging the question and hiding something nefarious seems objectively inaccurate to me. I hear nothing sketchy or evasive in her tone.
BD