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DVP25

11/17/20 11:30 AM

#903 RE: rodgranite #902

That is definitely a concern, but I think China is an exception to that. If you listen to the call, Russ seemed cautiously optimistic about the China biz returning.

Also, if they are able to monetize TCV as they indicated in the call, it's at least a way of potentially generating cash during the shutdowns

I'm not trying to pretend I'm not worried, because I am, but there is at least some hope on those 2 fronts.

The biggest thing I'm looking for right now is insider buying when the window opens up here (not exactly sure how many days after earnings release that is). If they are not stepping in and buying with both hands at these levels then my concern will escalate considerably.