Jurgen,
Thanks for the comments.
yeah, to tell you the truth it's sad to see a fellow networker hurting, but I'm optimistic House will fix things. You see, there are a lot of folks on these thread married to one or perhaps two networkerers...they sit on these threads and bad mouth their competitors. What most fail to see is that MM's see the sector as one and when one company tanks it typically takes the sector with them. Success for ASND, BAY, COMS, CSCO, NT, LU...etc.. is good for all the players. If we're all successful we'll get another huge run up in technology like 18 months ago!!! That would be huge!
Anyway, I do think BAY will take something away from the quarter and perhaps House will do something about the CFO. However, I think BAY's best shot right now is to partner closely with LU or perhaps look for them to acquire... BAY's got some great technology, they've just been unable to execute. I'm not sure why....
Gary |
