Tim,
Maybe it is all in the writing. The opinion you just posted is so well stated that no one could bash it. It is logical and internally consistent and intelligent. Last night, many people (including myself) reacted to the one liner comment that ASND will be lucky to hit .16. Stated in that way, it just didn't seem to make sense given management's stated range. Hence, the uproar.
Today, you have put it all into a much more elegant perspective. I'm guessing, perhaps, you are rested now and are able to write better. Whatever, when you write like this you make a lot of (worrisome) sense. I'm long the stock, and don't particularly want to wait 12 months, but that is indeed a possibility, one you are right to suggest.
So, all of yesterday's "bashers" (including me), maybe we all need to remember that sometimes we all get tired and don't fully articulate what we mean to say and why we say it.
Gary Korn |