After trading them for a long time, I feel that this next year will tell the tale. The last conference call had some presentation materials that showed the improvement in various areas. If the trend holds, we see positive cash flow in the next few quarters. If we don't see that, they've broken the trend and it's time to get out as far as I'm concerned.
I've not yet lost any money with them because I've been able to wait for the next round of exuberance if I bought at a bad time and if I didn't I took profits with lots of short-term trades.
Doing the same now, but it's harder with the shorts so heavy on it this time. I've got some charts on my Linux system from a while back that shows a much lower short situation, a few million, IIRC.
I also tracked "Fails To Deliver" and that was also low. If I get some free time, I'll update the charts and post a link, just for general information.
Bill