Re: I hate to say this... kamranta
in response to
by
posted on
Aug 25, 2009 04:46PM
Note: I dorked up the previous post - someone can feel free to delete it.
we might be setting ourselves up for disappoint regarding the Samsung settlement amount. How many times did the same scenario occur for Ptsc.? Too many.
Very true, and that was really the point of my ‘Fun with Numbers’ post a few days ago.
In the past I have noted the value of optimism and think too much realism can dampen things... but there is a balance somewhere. I can also respect an "expect nothing and just wait and see" philosophy while understanding that it’s natural and reasonable to want to hope for something. Anyway, that is why I started at some total value and worked my way backwards from that... making certain assumptions along the way of course.
I can imagine numerous scenarios including some where we settle for $50M or more, but to believe that it couldn’t possibly be or is very unlikely to be less than $50M (or some such large amount) seems irresponsible to me. There are plenty of examples where expectations failed to be met that I think it behooves us to keep such high-flying expectations in check. By all means, let the company surprise us and the hopefully soon-to-be new investors at large.
That said, we certainly didn’t settle for nothing but it might seem like nothing to us if the final number along with news and other factors don’t all conspire together to raise the share price significantly AND do so in the relative short term. EDIG and DM just scored their 7th win and most investors (including myself) are feeling like it’s our turn now. Even a small win (defined I think by a new 52-week high) would be welcome at this point. So I say let no one here get in the way of that potential from coming to pass... not by talking the stock down, nor by talking it up too high either. All things considered, perhaps the "wait and see" approach is indeed the best course of action for now.
- Sinkman