David,
Your question is the major question. We all know where the stock came down from, and assuming, which I do, that we will have a partner for world wide distribution, I would offer this scenario.
Let's treat this with a grain of salt, but I firmly believe it.
1. We get a partner. People will see the split between the partners.
2. Each of us then has to construct a model based on what you think the penetration can be year1,2,3.
3. Next question is pricing, and because of confidential negotations, we don't have that, but assumptions will have to be made .
4. A partner IMO blesses the technology, therefore maybe somebody will believe other markets lie ahead, i.e, cosmetics, and dentistry.
5. I believe we do have a short position of some magnitude, and all margin calls have been met, and if you were not forced out at $4, you ain't leaving at $5 1/2. Now maybe the margin department becomes our friend, as leverage works both ways, I am told.
6. People that were looking at the stock at $14, assuming a deal, might like it a little better at $6-7.
7. Outside of the plunder, nothing has changed.
8. I said yesterday there was $ 1/2 point down and $4-5 up. That is the starting point, not the end. We are going back up. |
