While I remain absolutely convinced the the train is on track. I must observe that a price of $135 would reflect earnings at 20X of around 7 dollars a share or earnings plus costs of around 300 million dollars. While I "could" believe that might happen in 2008 or 2009, it seems unlikely in the next four quarters.
TTT is still in effect, but the ramp is ALMOST at the inevitable point. A few demos into pilots, pilots into plans, plans into permanent customers.
Just finished reading about the relationship of Hollerith, Watson, and Flint at IBM. Totally different management styles, but all geniuses. Leadership requires the right vision and the right style at the right time.
Made me realize once again, just how far SKS's leadership and vision have taken us so far. Easy to bitch, hard to make the right decisions among a host of unknown variables while keeping the loyalty and faith of staff, customers, suppliers, wall street, and shareholders.
Seems to me that the good stuff is about to really start. I believe the quick dip down to the #2.40s is the reverse of the jumps we used to experience before THEY brought it down. I suspect that the buyers are finally managing the game. Of course, ICBW. On the other hand, Wave may have reached the ICBM stage. It's only binary now if it's not a DARTT.
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