hi dig,
you're a popular guy over there amongst the conformists.
or it was a glitch in the matrix.
it was a good post.
but cash flow is not their reality. they are into saying it is an inevitable, paradigm-changing service and then, given this, that it is a complete mystery that the price isn't at $10.
introducing new-fangled notions like sales velocity, pricing power, dilution and insolvency are not their thing so much.
being right about the doughnut hole does not establish your bona fides. it makes you a basher. calling it a cliff just confirms it.
yet the numbers talk. and q4 is beginning to seem an awful lot like q3. the paradigm isn't shifting. and it seems like wave is out of all but one of its ideas.
win 8 doesn't seem to be the dam burst so far. it looks like all ss' cards are on the dod.
i feel sorry for him really. because demand has no pity. and the demand has been weak all along. and he must feel he's moved heaven and earth to make his product available. and yet still it doesn't move.
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