Sleeping with both eyes closed?
posted on
Jul 13, 2009 11:01AM
Given the sordid history of PTSC, it is no wonder that we all tend to sleep with one eye open when it comes to management intentions. It is that history that fosters a mistrust, and that mistrust tempers the way we respond to any news.
Take the Baroni press release, for example. In relation to how long some have been holding this stock, it took only a blink of an eye to run the gamut on speculations after the PR was released. From why PR this news and not the last MMP license sale, from preparing to sell PDSG to preparing for the sale of the MMP. Tracking down RG's house for sale was brilliant (no offense meant to anyone). One thing it shows is that the DD talents on this board have been finely honed over many years of trying to squeeze ever ounce of information out of a few sentences in a press release. We have been forced to become masters of the "read between the lines" technique.
This latest jaunt of postulations reminded me of when I first learned of the principle Occam's Razor. In short, this principle suggests that all things being equal, the simplest answer is likely the correct answer. Over the last several days we have entertained almost every possible scenario for the basis of Patriot engaging Baroni for a strategic assessment of PDSG, only to come full circle and arrive at what Occam's Razor would suggest, that answer being, after putting nearly a year's effort into acquiring Crossflo, adding complimentary businesses to it, hiring sales staff and setting sights on specific markets, the simplest answer as to why Patriot would hire such an industry expert was to advance our efforts with the necessary background to help align this effort with our target markets, package our product for best acceptance, and maximize our potential for success. After all, this is what Baroni's firm offers, and what he has been doing for many years, according to all of the bio information researched here.
So, will we all sleep with both eyes closed going forward. I doubt if we can shake a habit so strongly formed by the school of hard knocks. I, for one, feel this latest Baroni engagement has less to do with Goerner's house for sale and more to do with genuinely good business decision making. It is what I expect from the leadership of Goerner, and a logical next step. I have posted that I believe PDSG is in the now-or-never phase, meaning that this is the time to pull out all of the stops and over the next 6 months or so build this effort into a revenue-bearing division of Patriot Scientific. RG's efforts have been noticeably focused on this effort, and I look forward to good things happening in the near future. As for my other eye, let's just say blinking once in a while is the best I can do for now. ;-)
My thoughts and opinions, for what they're worth.
Good luck to us all.
Cheers,
DG