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Re: dig

By: Cactus Flower in ALEA | Recommend this post (0)
Sun, 11 Aug 13 4:25 AM | 43 view(s)
Boardmark this board | The Trust Matrix 		Msg. 14380 of 54959
(This msg. is a reply to 14379 by DigSpace)
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hi dig,

agreed.

even two quarters of strong growth in non-major sales is interesting. it says there is some demand emerging. and as you say, if you land a lot of small fish, my expectation is for bigger fish to emerge at some point.

so the big question is - will the breadth keep growing? or are qs1 and 2 an aberration?

wave's haste to set itself up for dilution is discouraging on that score. but if the growth was there and the price rose to reflect it, then grabbing some cash would make sense.



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The above is a reply to the following message:
Re: dig
By: DigSpace in ALEA
Sun, 11 Aug 13 1:57 AM 		Msg. 14379 of 54959

got it. I used to long ago try to back everything out and it looked encouraging (summer 2010 or 2011) but that fell apart and later SKS acknowledged the migration of resources away from breadth and towards big deals. I recall being sent to my room for my concerns but still believe that solid say 20% QtoQ against even a small initial base works out to the occasional asteroid after not too long.

your 2 Qs seem to come in at about 40+%, taking last Qs 1.5 and projecting at 40% then Q3 of 2.1 and Q4 of 3 ... one could see cfbe Q4. still seems they are going to print a few million as i suspect they have really cut more than thy like and just to try to boost morale, pay some bonuses, and otherwise calm the domestic waters.

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