BengalMan: Yes, I think we all understand the limitations of this medium. No argument at all from me on this point. I just thought you seized on a minor-looking article in Bloomberg "to prove" that CYRX is at the wrong place at the wrong time. Please note that I said "minor-looking": You could be dead right and me and others here could be dead wrong. My view is based upon a belief that a bunch of bio-tech startups do not an industry make. My view is based upon the sheer magnitude and importance of Quest, Mayo, DuPont, ABC, FedEx and other names, which I believe could be forthcoming.
Your point about globalization is also very good but somehow I just don't see medical research and companies like Quest being affected in the same way that Apple or Nordstrom or Toyota might be.
Your view about the overall stock market, both global and "local" is a strong one. This is the one point you make that I am concerned about also. If the Dow went to 5,000 I am sure CYRX won't hold at $.50.
"This a global recession, global credit contraction, that has the very real potential to develop into a global depression, and no country and no company is immune( including WFWL)." Yes, you could be so correct that it is downright scary. I don't know if I really understand this as well as you do. To go one step further, I don't know if anybody knows exactly "where" this whole thing is going.
My question is this, however: What happens to hstrader's dinner if we are all wrong about CYRX? What happens to his boat, the RMS Cryoport? What about the big roll into Tootsie's? There are some very serious implications here.
Regards and nice to share views with you.
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