I've commented before that, once the company has been de-risked, I expected the focus to shift away from basic viability to valuation. A corollary to this is that I thought the endless Lisa-related bickering would go away and the negative folks would instead make running commentary on how expensive the stock has become. I mean, after all, what would be left?
Even though I am seeing a bit more discussion of valuation lately, it seems as though I'll have to wait a while longer for the conversation to make the transition, mostly because, while momentum is obviously there, we haven't quite gotten to the point where the company is undeniably and irrevocably profitable.
Either that, or I was completely wrong.
Right now, it seems there are 2 camps - those who mostly focus on what Lisa has said and those who are mostly concerned with the progress of the company itself. As everyone knows by now, I fall into that latter group, and with good reason. The company will either make it, or it won't. (I think it will.) The superficial stuff, like Lisa's ability to estimate or hype will have little to do with it in the end.
As I mentioned yesterday, from a numbers perspective, there is a clear indication of progress. Add that to the posting I made earlier regarding the extra one-time R&D in fiscal Q3 accounting for 92% of the loss for the quarter, and it becomes obvious that the company is approaching the break-even point.
So, will the Lisa-related chatter end once the growth curve become permanently entrenched? I can't say for sure, but I do think the chatter will become more irrelevant than it already is.
Much to look forward to.