The Black Box

[wahz]

Although I haven't tallked to management yet, the others who have are conveying a story and numbers that make sense.

Neng should still have a 50 million q within 4 to 5 quarters. Within 7 q's after that, I think they will have a 125 million q. Bottom line, my wag is that it should be at a 500 million rev run rate 3 years from now, and could sell at 3x revs, easy. That's still that same target.

If my call with them Monday feels ok, I am obviously going overweight on this one

This is all just mo, and I would encourage everyone to read through any and all materials they can get on this one. It has been unpleasnt this week at best and I could well be wrong about their future