Dave--Thanks for that color, and it all makes sense. My experience as a public company executive and Board member (especially more recently) is that you say nothing potentially material that's not first filed. As a new public company the POLA management team seems sloppy about this as evidenced on their last conference call by the "guidance" they blurted out for Q4 revenues then fumbled with when pressed by analysts. I'm not surprised they're providing additional color at conferences when asked although it strikes me as being ill advised and more in the nature of hopeful hype than soft near term guidance. Seems a little defensive and desperate after several Qs of disappointing results. Better to under promise and over deliver.
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