<<If you still believe CUBE will be a major player in the future (I do), then it really doesn't matter what the price is now. IT ONLY MATTERS AT WHAT PRICE YOU SELL IT! Those who get shaken out now, will look silly if CUBE is a major player later on and this event will be forgotten by the long term holders.>>
I take from your comments that you're not concerned that less than 1 and 1/2 months ago, everyone at CUBE was fat, dumb, and happy, whereas now we've got major burps occurring.
If CUBE was some well-established leader, like Cisco or Intel, and they were experiencing a temporary slow-down, I would agree that long-term this wouldn't be a problem. But CUBE is a small-cap company trying to get a foothold in a rapidly expanding industry where competition (often from much larger, much more cash-rich companies) is heating up. After yesterday, I seriously doubt management's ability to become a "major player" in this industry. Show me. If they have the ability, it'll show up in earnings, and you'll have plenty of time to get back in before it goes up 10 or 20 times like the stock's of "major players" tend to do. Until then, there's an opportunity cost to keeping your money tied up in a dead or depreciating investment. |
