While we are ALL Speculating...
What if:
1. China is a roose? It could be, it is half way around the world and VERY HARD for any investor to verify ANYTHING. Also, it is convenient as it is fairly well established that these guys have burned most bridges in this country.
2. Carlisle did not like what he saw, hence the abrupt exit?
3. G's (who own the lionshare of the TOVC stock ran him and CXO off? (On this front there has been an established pattern - and these guys do seem to sing only one song!)
4. Where's Ho? Bet this one is not long-for.
5. How long will Read last?
6. Does ANYONE REALLY BELIEVE that Keith & Jim can do the job? (Hint: They did not before, hence all these recent years of bringing in outsiders!) (Course it is also convenient that the outsiders can; take the fall, be demonized, be marginalized, and made to exit off to really "focus" on relevant G technology that is ready for commercialization. HAH!)
7. Oh, and where are all these guys now (since they are so focused on results? Bet there gone, long gone.
This is a sad state of affairs for all of us longs!