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Message: Re: re: "RG MUST go ?" I fault RG (& his team) for the NEED of the
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Jul 29, 2009 06:28PM
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Jul 29, 2009 07:18PM
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Jul 30, 2009 04:39PM

Brian makes a good point, and you do offer a possible, viable explanation for the poor guidance. And, Asia business possibilities aside, I believe we're talking primarily about business with USG enitities - an extremely unpredictable game (procurements often guided by the whims of Congress). But these are mere excuses - if the business were not more "confirmed", the prior guidance should have been provided with a bunch of caveats.

Brian expresses that he does like RG and his attributes. But it does look like there was a pretty serious blunder (and I suspect Baroni may have been retained not only to foster new business, but also to advise Re: doing business with the USG - or trying to). But some credit is due RG for retracting the erroneous guidance, though some believe the retraction could/should have been more timely.

Thank you both,

SGE

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Jul 31, 2009 03:57AM
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