mark, investors may understand the importance, they also might buy stock at values at any price level they choose
on the other hand
they may not understand that the importance may not reflect value
has your opinion of the competitors changed at all?
with the simple fact that the equipment manufacturers will have agreements with everybody, how much weight would you put on investor perception right at this point?
SUNW
SPYG
SYMBIAN
are just the beginning, there are other competitors in the wings
i guess we could play count the PR game,
but PHCM may need more than that to justify investor value buys, imho
anyway, as i have said before, i like the concept, not the price
but that's me
i would say that most longs, including funds have not done anywhere near the dd that you have done, i think
on the other hand, you may not have evaluated the time needed to take the phones to market, competition alliances
there are other 'vector' competitors which you may know about, but i haven't seen discussed here, PMCS, RIMM and others, but can't do all the work for the longs :)
besides, i don't impact anything with PHCM, indeed, i may have been branded as a price stimulant, lol
still it was an impressive rally here, i'm not sure i can say the same from the volume component, which could mean a difference later this week and moving into the second week of September
good luck
ynot ;) |
