Hello Mr. Miller: I will take the liberty of pointedly paraphrasing you:
The PR was "typical puff and name dropping"? C'mon, you can't find a company much bigger and well known and established in certain anesthesiology equipment than Ohmeda. That is not name dropping. That's why CCSI "name dropped" because they signed an agreement with Ohmeda. There was no "hype" in the release; to the contrary, if anything, it stated nothing. Obviously I believe the contract will generate significant revenues for CCSI, that the missing projection for those revenues will generate no analyst coverage and increased institutional caution, and the stock will reflect it. Obviously with magical thinking that's why I'm long. I look forward to learning the substance as much as you or the rest of the public, and fully expect that information to be forthcoming, maybe, or else by absence ultimately it becomes obvious at some point. Guess we'll find out if CCSI continues to obfuscate the substance of their activities, which may be the best support for their firm they can muster. Best of luck to ya (oops, I forgot you have no faith in luck). Anyway, trade for profits!
You wrote:
The PR was "typical puff and name dropping"? C'mon, you can't find a company much bigger and well known and established in the area then their new partner. They "name dropped" cause they signed a major distribution contract with them. There was no "hype" in the release; to the contrary, if anything, it was understated. Obviously I think that the contract will generate significant revenues for CCSI, that the projection for those revenues will generate analyst coverage and increased institutional buying, and the stock will reflect it. Obviously that's why I'm long. I look forward to learning the substance as much as you, and fully expect that information to be forthcoming. Guess we'll find out. Best of luck to ya.
Regards,
m |
