Hi all - there is yet another way of looking at it. While some people try to make projection of revenue stream based on a product yet to be in service, MEAD may conceivably follow the venture route, i.e., MEAD service to Terabeam for a stake in the latter. It is pretty hard to quantify if MEAD chooses to forego short term revenue boost for long term prosperity.
To backtrack a bit, IMHO, there is too little detail to say which one of these models is the likely outcome. That is to say, all sort of analyses, presented by the bulls and the bears alike, are based on one's own predisposition [whether one wants to hype the stock up or down.]
To me, a more rational approach is to disregard the Terabeam story, or give it a mild positive at best. Hyping Terabeam or trashing it does little to the bare facts that MEAD's growth rate, even w/o Terabeam, is above average even if one is looking at her all time high of 76.
That said, the way the share price shot up certainly attract some shorting opportunity, but I would like to suggest it should be done by the pros. 4MM share floating isn't that difficult to squeeze.
In short, traders and shorters should probably take profit on either end often while investors can ignore the sound and the fury.
best, Bosco |
