Originally Posted by
likeitis
Just because you don't know the growth plan well into the future doesn't mean there isn't one. I have no idea if there is a plan but I also know that growth plan announcements to employees and the public don't happen until usually 3-6 months prior.
What you're missing here, and what I believe Roy is pointing to, is that she promised to brief us on "Plan B" at the May Investor Day. That got pushed to fall. I'm not sure if it's fall yet because there are no seasons here, but the lack of any long-term vision is deafening. Of course we understand they don't want to reveal their cards too early, but they could paint it with a broad brush for us, and I'm sure the investors would appreciate it too. The stock price is a reflection of investor attitude toward our future, and clearly they're not quite sure what the plan is, either. The difference between management and leadership is providing a vision and getting your people all working in the same direction toward it. We have great management.