Re: Bragg\'s article
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This was already pointed out in another post. I wrote the article about 5 months ago, but have only recently realized how much chip EV and $EV diverge on the bubble. I give credit to you and your program (I am a customer) for much of this understanding.
In short, I agree with you, and appreciate your bluntness.
Dennis
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Dennis,
Nothing personal. You article is well-written and a nice way of summarizing a lot of information. I just think it's important that people understand that this is really more of a far-from-bubble analysis that may not work well in a lot of STT situations.
eastbay
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