<offtopic> Dear Rob - how're you? Regarding MLOG,I ve followed it off and on, but I ve never had a position. It was brought to my attention by a cyberfriend on SI, Chris. With my tendency of favoring small stocks, I was tempted, but I ve decided small cap in this sector is a tough sell in this kind of environment. In fact, I was hoping the small caps would ride the coattail somewhat so I could unwind some of them, but I was not having any luck thus far.
Like you, I am concerned about any interruption of BVSI recovery. I still think it is doing the right things, like the partnerships in the US and an attempt to establish a bridgehead in Brazil etc. Since it has less of a presence in Asia, this rumored Cellnet thing should be the only perceived negative; but you are right, we need to know the extend of its impact if it is true.
Thanks for taking an interest in my backgrounds <g>, I am chinese by heritage but I ve spent a good 2/3 of my life here in the States [now I am feeling old <VBG>.]
best, Bosco |
