Jay: I don't know the internal management politics, but would certainly put my money on RDRT than APM (CEO Crisman, a one man show). I believe there was or still is a legal suit against management, but don't know particulars...they have, however, pre-warned more often and as necessary, more so than APM.
Regards to the announcement, It seems a smart thing to do NOW, and as mentioned in the announcement shipments during last 2 weeks of Dec were not as expected...so best they to announce now than 1/17 or 1/21, as a BIG surprise. Seems that they are following the rules (?),IMO!
<<...small bump along the road to MR transistion or is this a sign that RDRT management has more problems than we have thought with production and capacity.>> IMO - always bumps along the road with keeping up to new technology;i.e., MR, GMR....TF is out!
Still early, but the stock has recovered somewhat...
Regards,
FNS |