Rick
Agreed. She has been a follower of ATIS for quite some time, along with Webber from Warburg and Lind from Morgan Stanley(since E. Hecht's departure). As of late, Alex Arrow from Wedbush has become a follower in this area, too, although with the smaller company. Ho, Lind, and Webber all have lowered their ratings, but it is only a matter of time before they gradually start coming up again. Another key is that the next qtr has begun, so institutional people no longer will mind as much having ATIS in their portfolios....last qtr it wouldn't look as good to show that ATIs was owned, given the drop and poor news along the way. The key is that the fundamentals are still on track, and as long as they stay there all should ultimately be okay. I would expect an upgrade or two along the way, also, although these things have a way of appearing at times after some type of event, such as passing the reinspection in august or hearing back from the fda about the specifics for the new study.
Pity there hasn't been more discussion here. Your comments and insight are appreciated as usual.
Regards,
Marshall |
