Spin, your alias is well chosen; you are going in circles. Get off the fence, man. Make a decision. If you think investing in Wave was a bad decision, undo it. If you already undid it, move along.
Today's call was 100% consistent with what was said in the last CC. What did you expect? In the last call SKS said that shipments would begin in earnest in the 4th quarter. He did not say that in the fourth quarter he would open the books and tell every nervous investor what they wanted to hear. If you don't have what it takes to hold this stock, well... don't.
As for Larry, he set his own unrealistic expectations, so now he's disappointed. And Zeev... his long term perspective is the end of each day. What else would you expect?
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