Hi Gary, hope you are well. You have raised many questions. Questions I do not have answers. However, I think you are overreacting. As you have rightly stated, there are still a lot of unknowns, especially in terms of implementation. However, according to press release, there are indeed a lot of companies signing on. I ve not heard OIE is a threat to anyone though, except maybe from people like you and Curtis. Please let me explain. I mean that in a good way. The fact that you two materialize in this thread is a testamonial of your concerns. But seriously, no matter what the people say here, for or against NT, for or against CSCO, for or against LU, it will not have even an iota of impact on the outcome.
That's why I ve informally proposed to Curtis that maybe he can use his professional connection to find out more about OIE to have a basis of a more informed discussion. Otherwise, the NT people stick to their gun; the CSCO people stick to their gun [and the LU people stick to their gun!] A waste of time and energy.
[Note: even though I only have NT in my stock portfolio, I am probably a shareholder of CSCO and LU thru my mutual funds. Also, if one chooses to parse thru my posts here in this thread, I ve made reasonable defense of CSCO and LU at times. With that, I will bid you good luck until someone gets better details about OIE so this is more meat on the table for discussion.]
best, Bosco |
