Greg: I can't tell much about the product (whether it is pumped up or a real value) by the narrative or the financials. But... some big folks have done their homework & are taking a chance on it.
Most of these positions are March 31st (obviously after the Mar 9 low) & they are still hanging on. Note that the mutual fund holders 'kinda' moved out, but the institutional owners have hung on (no sell off's during Q1'09).
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