Re: "I am not suggesting AYSI should have formally stated a forward guidance but imo management discussion is an important part of a report."
Totally agree. I might add that at the time of the earnings release (12/23), Gene knew that sales for October and November were record numbers. When Gene released year-end earnings without a business update, there was no indication at all that Gene WOULD be releasing a business update. But it seems to me that somebody had to know, because after the selloff, the stock climbed higher than where it traded BEFORE the disappointing Q4 earnings, yet prior to the public release of Q1 sales. Even people on this this board were wondering "who the hell is bidding this stock up to $2.50 on no news?" Well, the news eventually came. Gene's new nickname is "sandbag".