While I don't know as much as Andy does about this business, I think it is naive to think that just because, they are doing, there is no competition. There are so many things on the horizon that could potentially change things completely in the next 10 years that could make us obsolete like Amazon did to Best Buy. If he truly believes so much in Plug he and other insiders would be buying shares hand over fist at this point. I see no proof his actions back his rhetoric at this point.
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