“Investors need to be able to stomach this ride, must keep at the forefront of their minds that they're buying into this for the long-term, because there are lots of short-term uncertainties.”
“I think the initial read of the numbers was disappointing for a lot of people. Guidance as of last quarter was $500 (million)-to-$530 million. With typical analyst and investor behavior, we expect companies to upside from what their guidance is.”