Marco Arment

That's what it comes down to.

I mean, I take it seriously, but I just think, like, you don't know where the cause and effect is.

If you're trying to make money shorting a stock and you find a stock that is, like, as you described, Marco, has high volatility, you would look at that and say, is there any way we can make the stock go down?

And one of the ways you can make it go down is revealing true information about a bad thing the company is doing.

It doesn't mean the thing isn't true.

Your motivation for doing it is for you to make money, not because you're just magnanimous and want the world to know about this bad thing.

But, you know, it's like doing negative, you know, research on your political opponent or whatever.

You're doing it because you want to win the race or whatever.

But the information can also be true.

So I don't know.

That's why I say I don't know what to make of this.

Like the motivations are clearly we're doing this to make money and we want the stock to go down.

And the reasons we would pick ubiquitous are the reasons you say.

But all that doesn't mean that the story is not true.

And so that's why I would hope that I would see some other reporting about it.

If this is actually an issue, if Ubiquity is uniquely badly policing its distributor network or one of the worst in policing its distributor network or something like that, but just no one else picked up this story.

No one else wanted to... I've found no other reporting.

It doesn't mean it doesn't exist.

It's just that every single person who reported this to me always said...

what's your source for this?