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Re: value1008 post# 25952

Wednesday, 03/16/2011 4:09:35 PM

Wednesday, March 16, 2011 4:09:35 PM

Post# of 34471
Re #3: The buyback has always been an if... I would rather just encourage them to act on that original intention rather than further expand it. I anticipate the company needs to retain more capital now (assuming it has any) as my guess is that these events will damage their business in China.

Re #4: A clear statement of cash reserves would be adequate - perhaps in a separate communication - again to acknowledge that the business may have some headwinds now and thus needs cash reserves.

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