Dave, I think Weo did discuss the potential of VTSI/CXN also, no? He speaks from his heart and many share his feeling. He is just more 'direct' and he is/was the rum holder:).
Again you spend your time looking for reasons or past histories where the company had a change of plan or something announced did not materialize. SO WHAT! The past is the past. I think it's hilarious you can't fathom the price of CXN. The stock market is not about rational thinking. It is about momentum and future opportunity. I don't know of any company that is valued on it's past PR or 10Q's. They are valued at current market financials and future market anticipation.
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