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Re: Doc logic post# 178411

Monday, 06/18/2018 12:00:49 AM

Monday, June 18, 2018 12:00:49 AM

Post# of 704695
Indeed these are uncertain times. However, we can't be sure that saying something rather than nothing will at least ameliorate downward pressure on the pps. We now know for sure that silence was a failed strategy. And it served to dig a deep hole from which ii is very difficult to emerge. Let's hope that it is not a black hole.

There are things that management can do. For starters, get those damned PRs out. Commencement of lawsuit, clean bill of health on 90 day investigation, timeline for announcement of spring refresh data, clear articulation of what they are looking for to trigger data lock and unblinding. These will do for a start. Announcement that there will be ccs and/or biweekly web fireside chats with Les/Linda will begin the march toward transparency and improved communications. You have to start somewhere rather than throwing up your hands and thinking...we are damned if we do and damned if we don't. You have to break the log jam somehow. And you don't need to do so by prematurely engaging a PR firm to do this. It is simple enough that even Les and Linda can do it. Wall Street hates uncertainty. That is a lesson that should have become ingrained in Les/Linda's minds. Steps taken to lessen the uncertainty will go a long way to restore some semblance of credibility. Of course, with stellar top line, these concerns should rapidly evaporate. For now, do something that will change a losing game. Delay in revealing spring refresh data is a killer. And of course, Linda should stand by her statements of announcing business matters soon. The clock is running. Hopefully the announcement is not yet another toxic financing. Peace.
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