RE: RE: arizonabound revisitedTo be honest, I think that ArizonaBound had points that were relevant. However, sometimes things happen:
1. WIN management has been selling all along. This is not exactly a buy signal.
2. WIN management has had a pretty significant clamp on information regarding amount of deals, where they are in talks, etc. Now, in WIN's environment this is critical. But not every investor is comfortable with this.
3. To a large extent, holders of WIN stock has had to put faith in others to determine the viabiility of Win's product. I don't know about you (and I"ve been in the IT business - telecom) for a long time. But I don't have the ability to determine if their IP warrants the kind of deals we're hoping for. I can only say that the deals signed by the likes of RIMM, Nokia, etc. have helped me believe.
4. Ithaca was well on their way. Unfortunately the whole BP fiasco happened. Sometimes it's not just what your company does. There's other stuff that can change everything for you. Ithaca continues to move ahead.
In the end, I think that WIN just wasn't right for his temperament. He just got too frustrated by the signs. I can only say that there have been many times in the last 10 years that I've wondered about WIN. But I continue to be a believer.