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Thursday, June 09, 2005 10:16:47 PM
I am not married to this stock. If you are one that seems to be married to the stock, well, OK, that is your choice.
If there is a buyout, so be it. I am a realist and I believe that will be the quickest way to get the technology mainstream.
Please remember, the deal between NEOM and SBL is about 4 years old. No revenues yet, just an agreement for future framework. NEOM, while having recently become a little more cash capable, is underfunded to MASSIVELY exploit this on their own - they need a very BIG BROTHER [not the 1984 kind]. Realistically speaking, any such big brother would have to look at 'what's in it for them' issues and I believe - realistically - that such an analysis on their part will lead them to the 'buy them out' solution. I posted so previously, so this is not new. I see a buyout as a distinct possibility and one that provides the mechanism to unlock the value.
Some here may think that the TS teasers are more than they really were/are. Think about it for a sec - at .13 his teaser said a 10 bagger and implied ANOTHER 10 bagger from there [or maybe only a 5 bagger, I forget, but let's just use a second 10 Bagger. My math says that is about $13 total [.13 to 1.30 to 13.00, but I am not claiming to be a mathematician]. That is probably generous since the first teasers came out at .06-.07 ? Anyway, we got lots of folks here thinking CSCO, GOOG, etc., stock performance. VERY UNrealistic in my view. What would that be - a 100,000 bagger or so? Just not likely IMO. MUCH more likely is CSCO or GOOG or SOMEONE taking us out.
IMO the only way to stop that is to ...
BUY MORE STOCK.
Snowblow5
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