I couldn't make sense of this. Their mcap is being hammered because of what? A non-threat? If you're saying the opposite, i.e. that their getting hammered because of a real threat, then why isn't the threat itself getting any action?
Further, per the 'hammering,'we don't know that it's retail exiting LNET, right? We were just told that a board member is divesting himself. That might well explain a lot of the selling.
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