Let me think about it for a day or so. Then, what I say can be meaningful.
My first impression, however, is that this stock almost perfectly follows the pattern of "the right time to buy is when you are most exasperated, the right time to sell is when everyone is sure that buying is the right thing to do."
That said, I am in this for the long haul. It looks like everyone wants to buy now, but I won't sell at this point.IMHO this has got a long way to go.
I got in when it was in the 90 cent range and I came across it doing DD on voice recognition. I try to look for the next thing that i sneeded to move the web ahead, do DD and then look at the management.
My concern here was the management. SM seems to be a traditional BIG COMPANY manager. He seems to be more responsive to the outside world needing his product than he is a manager, such as the Chairman of FTRL, or Q, or even EBAS.
As the outside world comes to him, he should be in his range. One problem that I see, however, is that IMHO he appears conflict avoidant. Because of this I do not think that he negotiates very well. |
