Dave,
I think you are right about the revenue increase. I should add a little history about myself. I owned PTON twice over the last two years for very brief moments in time. I lost money only because I was an inexperienced investor. I remember selling PTON at 6 7/8 in 1995 only to watch it climb to $11 a share a couple weeks later. Time makes us forget our foolish mistakes. I took that money and bought into two companies...AMSWA and CSII, both of which were very difficult for me to hold on to. They were underperformers for quite sometime. Recently, AMSWA has made a real good run, but I sold long before that and still have tax write-offs this year because of it. But I have, or at least I think I have, grown up a little with experience. Anyway, patience will serve us both. Don't take the tax loss now. Things are a little better which is a lot better for PTON. I really am impressed with the Dragon products of OPENROUTE, but maybe that doesn't mean much. I also am impressed with the possibilities of videoconferencing, but most of these companies trade rather low. Well, I am tired...and probably boring you with nothing about nothing...
TAKE Care,
Mentz |