nodummy,
Your points are reasonable. You are right, until revenues happen, it’s all hype and speculation. Isn’t that what stock price directions are often driven by? Apple may be most valuable now but if they announced that all iPhones would be rotary dial, the stock would plummet within a minute just based on that negative hype.
I think there is significant promise here but of course, not everyone agrees. Nor does everyone have to.
Criticism is acceptable of course, it should be. I guess there is a fine line between criticism or even questioning versus overt “bashing”. Unfortunately, that line is not clearly defined most of the time and it’s often moving too. Criticism/questioning is part of due diligence, “bashing” is just wrong in my opinion partly because it can cause some investors to make decisions based on fear rather than their unbiased judgement. I think Rory was going after just the latter but of course, his actions are not unanimously accepted despite the intent.
Although you and I differ in opinion on some of Rory’s actions and level of focus, I bet if we went through a checklist of desired CEO qualities, our lists would match up pretty well.
I agree that there are MULTIPLE factors involved in FUSZ price rise and decline. Your analysis makes sense to me. I am hoping this works out ultimately based on projected revenue anchored by partnerships with Oracle and Marketo. If if falters, contrary to my expectations but not impossible, then too bad for me and a lot of us. But that’s what investing is.