We are all a little too defensive. I do question Mary Conway's understanding of all changes,and time of changes,though, because she is new, and when I asked some questions she said she did not know and would have to review.
As far as stock today, low volume with little or no change. Either we have a bedrock price, or we are the only ones concerned about who is "chairman of the board", or investors have been desensitized to adverse or questionable news by this time, or we all view this transition as a minor change/setback compared to the potentially positive financial news we have been waiting for.
For those who like to quote and rely upon Mary Conway, she did tell me last week that things were "very, very positive" on the sales side. In my earlier message I took out the "very, very" because I did not want to put her on the spot, or sound like a hypster. But, since we are all quoting Mary, why not stew over comments like that for a while as well as the management transitions. |
