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The rest of my post

By: tkc in ALEA | Recommend this post (0)
Sun, 28 Aug 11 6:58 PM | 33 view(s)
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25% of those. 1/3 x 20 x 1/4 x $60 = $100M. So if SEDs take off in 2012 Wave could do $110M plus OEM bundles and some other stuff should be expected to do ~$140M. That's on the horizon and is plenty, but it requires investment and focus on the likely, w/ less on the perhaps. In other words, management. I'd have a laser on SEDs. I can and do hold SKS responsible for not keeping his I eye on the ball, swinging wildly for the fences and whiffing. There is absolutely no one else responsible for blowing through hundreds of millions of assets to obtain so little revenue - and to purchase other non-revenue producing assets which were expensive and cost much more to opperate than they ever took in. It's a pattern that is unlikely to ever change. He's a "Dreamer" not an operator. EDIT: somehow I lost some of the middle, but you get the drift. Sorry


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