Larry, let me put it this way, if indeed they do not have a "material order" by the end of August, they have missed the Christmas selling season, and that, IMHO, will cause the stock to finally break down from its "holding" pattern, and Wexler's position wins. I think they may not even have until the end of August to show "performance". If within a month to six weeks they have a material order, you will get a "pop" but not much more, IMHO, simply because this one has cried "wolf" so many times that the market may want to wait and see how "material" such an order is, at least to the top line. I think that they would not have "promised" positive cash flow by next quarter so lightly if they were not pretty sure they can deliver. Of course, I have seen that done before, so I am not holding my breath.
Zeev |
