Craig,
I do not know why you start to realize that FIBR is not something you like at such an early stage,(at least for me), but after I listened to the CC, the way they threw out the answer about Brook's order, the way they delay announcement of Brook's approval, the way they mentioned the Asia part....all in all, with my understanding of how business is done in this field, I believe you are right.
I would not short this stock as I have so such guts, but certainly I will sell my position. Those who cannot agree with Craig, ask yourself a question : if Par is so confident that no competitor can get in and compete with him in short haul market and the market is so big and he has so much confidence that Gigamux will become the top 3 seller in the next year, why can't he name some figure, like minimum we can sell 30 units, or 100 units. Why did he tune the whole expression as a political speech, I can almost catch nothing on that except that we are so great, we have great products, and we will win the whole world, because we are in the hottest field... is that a kind of propaganda he learned from Chairman Mao?
CH |
