Jack,
For what its worth, in a recent conversation with the CFO, he said he thought they were going to make a small profit in the last quarter. But clearly the strategy now is server penetration, and if they make a small profit, all the better.
One downside to the depresssed price is a drag on morale, which could hurt in recruiting talent. Also, if this were still a private company, it would be a great success story and would command a higher price if it were brought public.
I share your optimism regarding the future. However, these days, profits talk and concepts walk.
BTW, your insights are greatly appreciated.
T. Berkeley |
