Hi jb - indeed the problem with this stk, in part anway, right now is a matter of faith, or lack thereof. However, cast the emotion aside and one has to agree the substance of our prior exchange should be based on facts. Sure, there is a chance for INSP to calculate wrong. However, if it is correct, north of 70% margin is more than double than of 30%. If resource is limited [INSP still has 1/2 billion dollar war chest,] it should be able to weather a couple Qs of weakness in the general mkt and go back to cash flow positive. Not a bad gamble in the midst of crumbling net infrastructure companies.
I understand a lot of us are not happy to see what happen to GNET, and to some of our cyberfriends like Bob, but no one likes growing pain until it is ancient history. Who knows, Bob may find a better position. And Mr Horowitz et al.
Admittedly, NJ persona doesn't invite sympathy, but I am too unfamiliar with the players to say if he is as bad as this thread has portrayed. Instead, I look at its plan, the state of the economy in general and the state of the net economy in particular. An entity needs to survive first before it can satisfy everyone.
Btw, I double up today
best, Bosco |
