Doc I don't think anyone is in the know as to what mgt. is doing. A few quick responses to your thoughts:
- ceo pegged 1/3 of $330M in T.A.M. for ETD over 3 years. They already CRUSHED that with $162,000,000 over 2 years! So mark that down on your card as a moon shot into the parking lot. And please, give at least a nod to Dr. Jones for his massive effort to bring that one into the "stall".
- their roadmap was given to them by TSA. No secret there. TSA wants non-contact and is willing to grant funding to spur that. Maybe that one comes home sooner than anyone thinks.
Seque- non-contact is IMSC's sweet spot. For years the company had a ceo who tried to "teach" the TSA about non-contact. He lost. Oddly, the pendulum has swung, the sea reversed and now non-contact is the new "black". THAT is where the real breakout value is for IMSC.
Since my nose is now itching, I believe that discussions maybe occurring right now regarding this. Put yourself in the shoes of an EDS CEO that may or may not be located in the NE part of the country. If your roadmap showed great opportunity for integration of ETD into your EDS line and it HAD to be non-contact in nature might you not look to get in the door at IMSC in some manner? (as the old ceo might say swabs don't "suck"-pun intended).
You are right, dmrj will cap off any pop. They are due a shipment in early Jan. I just wished they understood how much they are deminishing their own future by pouring shares onto every appreciation fire. But, its their right and the ceo's job to resolve that. I think he will.
Best of Better Luck to ALL IMSC LONGS!
AI
