Thanks man. In their defense, they didn't give Q1 guidance so they didn't go back on their word. They actually went out of their way in the Q4 CC to say the potential of STM sales falling off was a real possibility.
I know you said you would never buy this again but I was speaking with the interim CFO the other day and he could barely contain his enthusiasm about STM/HI/Ancillary sales from 05-01 to the EOY.
Now CFO's are paid to be optimistic so I took it with a grain of salt but I've spoken with a handful of CEO/CFO's in my day and I have never heard the level of enthusiasm that he had. Another concern I had was the volatility of their SG&A and he said they will provide some more clarity on those #'s going forward and that they should normalize over time
So for whatever it's worth you may be inclined to take another stab ahead of Q3 #'s, just something to keep in mind.
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