Welcome back Jim!
<<If he truly believed a single word he posted, he would have never bought it back after the first sale>> he never said he was LONG...in his trades!
Seriously, I had the exact same thoughts when I read his post.
On another note, could the reason why TWX did not release the Hawai trial info, relate to their possible accumulation of CCUR stock? I posted a long time ago on Yahoo, and asked if it would be legal for a cable co. to purchase a significant position in CCUR, knowing that in the not too distant future, they would be selecting them for server deployments. In the TWX example, wouldn't they be in the perfect position to now accumulate a stake in CCUR, (potentially) with limited risk. If the trials are going very well, they would have the evaluation information necessary to make a move. And IF they knew that at this point, they would also know the likely business that would follow after their selection.
If all were going well with trials, and they knew the timeline for VOD deployments was SOON, would this not be a good investment risk for TWX? I never received an answer on Yahoo, but even I know that if they were accumulating CCUR shares (or just finished), they would probably be restricted in what they could release.
Thanks in advance...Kurt |
