Barbara: You have supplied very few facts. I can only recall one at the moment: There are no sales. Actually, we knew this.
You have supplied other facts, not about CCSI, but about Asensio: Convicted of fraud in 1989, his great track record with short sale recommendations, documentation that past protestations about Asensio look very much like the ones here, etc. At the same time, you stated you weren't interested in the specifics of what Asensio had to say about CCSI.
So it seems to me your approach is statistical. Is that correct? I mean, you don't know nearly as much about CCSI as many here do, but my guess is that you feel you don't need to. You've seen a number of cases like this: a story stock with allegedly groundbreaking new technology, discussions of huge market potential, shareholders waiting for the "next big thing", too much time with no results, the namecalling, the screaming that Asensio is Satan incarnate, and finally Asensio's track record.
My guess is that this is how you're approaching CCSI, that you don't have a huge % of your portfolio in your short sale here, rather it is a question of making lots of bets like this with what you feel are good odds. The rest is a sort of relaxed bemusement at all of the consternation of the longs, with occassional forays on the board. How far off am I?
Wade |
