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Re: insighter post# 152715

Sunday, 06/01/2014 6:56:54 AM

Sunday, June 01, 2014 6:56:54 AM

Post# of 157300
A big part of your reaction IMO is based on pre-sequestration sales trajectories. I fully expect BiB to sell into DoD and other markets. I also think it will be slower and smaller lots than I could have projected last year. My expectation is fast enough to build LTAS but not fast enough to save WSGI--we needed angel investors for that I think. Let's see if they are fallen or unfallen angels or something in between. The world is not binary--executives constantly have to pick the least of evils and find ways forward when all options are less than ideal. What happens to DAC between now and SHM will be telling IMO. If it isn't public by then I will join you more fully in your concerns about Glenn. But IMO a month is not such a long time. JMO. BEST REGARDS, ijo
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