Dig - I also "am not at all inclined to use a Bell-ID agreement as an indicator for VSC sales competence, demand or likelihood." However, I am inclined to use it as a measure of their ability to properly forecast and to meet stated, company defined, time frames.
That is my point.
Yes, I do see it as a transitive property. That's where we differ. Your previous message to blue summed it up nicely.
As of right now, my gut says there is a 50/50 chance that Q3 will not be what people are hoping for.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.