Yes, I attended the meeting,had a couple of sandwiches and a coffee before the meeting started, and a glass of wine after, and those were the highlights. No big news that I could make out. TM and AL were very impressive in looking to the future. Great products, great prospects, no quick fixes. Slow and steady progress will win the race. And let there be no doubt, they intend to win. Very upbeat! $225 million in cash available and if it makes good business sense they will acquire any business needed, even in light of UB. As TM said ,"If you don't take chances" in this business, "you're dead"! Batting 1000 in LMDS, have an 18 month lead, and are not holding back. Tremendous prospects in that field.
I'm sure Pat's report and analysis will be in more depth than this but that was how I saw things.
Cheers,
Don |
