Sector,
Thank you, again, for pointing out the existence of the conference. And noting it, again, as it drew near. All I did was act on your tip.
1. I asked a lot of questions. Probably the most (I asked maybe 15-18 questions, and there maybe another 20-22 questions in all). I tried hard to be nice to Mory and Ashby (I sat in the front row). At one point, I asked Ashby if he felt he had made a good move coming to ASND. It was a way to break the ice with him. He genuinely smiled and said he was happy, and Mory smiled too.
The room tended to be quiet. There were a good number of technical questions, clearly not enough financial questions. These were not analysts in the break-out session, they seemed to be ordinary investors (but those without the background we on the thread have). However, there were analysts at the meeting from Morgan Stanley and they asked a few questions, again, not enough. Perhaps they were being nice? From being on this thread, I had a ton of background information from which to formulate questions. So, it was the people on the thread who gave me the data with which to work.
Absolutely no problem getting in. No static whatsoever. I've been there before for law CLE stuff, so I knew my way around the various meeting rooms. I just walked into the presentation room and, later, into the break-out room (I got in early both times to get a good seat). The break-out room was full, maybe 40 or 50 people. I collected 2 ASND packages (they don't say much). Some tshirts (E-Trade) and a NYTimes, a WSJournal and a bagel and lots of coffee (all for free...ooops).
I've not seen your Bernstein synopsis, as I've not gone anywhere on the thread other than here. I will look for it and, by the way, it is surely much better than anything I could do. Again, you are the one who repeatedly pointed out this conference. I'm really glad you did.
Gary Korn |
