Regarding big projects and small firms
hope springs eternal, the smaller the firm the more likely
there is going to be a delay, but often the really big
changes are out of a garage driven by a couple of insomniacs
lucky for us we are tapped into CLYW, the same situation
could occur out of a garage w/ a bunch of young guys living
in their parents guest house indefinitely...then one day it
hits, you dont know them, you read about it, its too late
w/ the exception that the stock could be much more
concentrated (thanks amigo's) i think we are really lucky here