Great analogy, great concept, great post!
I agree. I think the military is the key to the success for an initial hard launch of the RE/AL. So many new products are first introduced into the military and then finally into the general consumer market. I think you raise an excellent point about the general consumer not particularly desiring this unique product until they are forced to; continuing bans on smoking in public areas, etc. I think that the previous management along with crony promoters were doing everything they could to rush this along and milk it for everything it was worth before it was really naturally ready but I think now with an older wiser legally viable CEO at the helm, the steady patient approach will be what wins success in the end. The previous crony management seemed to serve up PR after PR every other week and it seemed to serve as a device just to satiate the immediate hunger for news by traders. Now it seems with Roth as CEO he is just going along at his own pace, only delivering news and pertinent info developments when something fundamental changes with the company and when he knows for sure something is happening, otherwise he has seemingly stopped dead in its tracks this constant playing to the crowd just to keep interest up (and therefore the stock up). IMO this is healthy. This company was in need of a mature leader who would not pander to the traders screaming for news every week in order to pump up the stock so they could take profits, flipping on new investors. Eventually you have to put the brats in 'time out' if you ever want to teach them a lesson for their own good. ;)
GLTY
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