RE: Wolf,do you write books? Joe the one thing we all can agree upon is that Route1 has an awesome product... it is without recourse... currently everyone else is playing the catch up game when it comes to the technology... and in many cases some companies cannot even compete technologically speaking... The down side is that Route1 is playing catch up when it comes to marketing and that is not an easy task...
Others compete because of marketing machines... they have had years of other products to build a reputation and financial backing... Route1 has not had that luxury ... of hard earned skill set and resources... for the first many years the time and resources were wasted ... on what ... well tis anyones guess...
Yes there are misteps in how things are done now ... would you or myself, try, zeph, kyro, sford, Low, Pipe, cab, haiti, sox and yes even flubby or simone do any better ... I think not unless they are all perfect... I know I am pretty close to being perfect ... ( lol ) however, even I have misteps ... I know... I know hard to believe but it is true... the advantage many of us have is we can be armchair quarterbacks but unless we are in the position what would we really do ... given the opportunity... from my understanding and communications ... Tony is doing not so bad ... yes not always perfect and sometimes exuberant... and again anyone of us would be also...
I cannot speak for Tony nor do I portray that I know what he is always thinking ... I do know he has a tough job... I do also know that he is pretty open when it comes to communication and some begrudge him of twittering etc... however, ... those who do ... I also wonder what their motives are ... why are they so off on him... why ??? well ... again I cannot speak to them or for them... either... they do have an agenda that is for certain... it is obvious to anyone here... I believe in communication when it comes to talking to the shareholders ... I think it is important ... no he cannot always be totally open with what is going on without putting out a NR ... that is obvious... doesnt stop folks from asking including myself... I also know that he what he can answer he will...
One thing is that over time you can tell and get an understanding of how someone operates... by what they communicate and how they communicate it... this is part of doing DD ... you learn how to read and understand what is important what is sales pitch what is acheivable and what is not etc etc... again all part of DD ...
Long ago I would submit questions to the former mgmt and recieve nothing to what I thought very pertinent questions not only of the time but even today... at least now there are answers that come forward... I may not always like or agree however, I am confident in the fact that Route1 is moving forward... based on what has transpired since Tony has taken the reigns...
Are things moving as fast as I would like no... are they moving as fast as any real shareholder no... I also know that this is something that even Tony has to deal with ... even he is frustrated I am sure with the slow progress ... so whether or not he was trying to make the big deal... heck it is possible .... I would ... you would anyone would ... if you could and make it happen quickly ... I do not agree that he has sat on that ... and let it be the only thing riding ... through the woods ... He has been pounding the proverbial pavement from what I can see ... with all the interviews etc etc... there has been more presence from Tony and Route1 in the market than and I would hazard a guess of all the preceeding years put together... Yes it is slow going painfully ... and I know for some very painful... I am sure that if Tony could make the wheels turn faster he would...
I think and believe that the estore is part of this new approach ... also the next is the MAC Os ... approach opens many many doors...
What I like about serious folks here is that they can actually put more than one word together and form a thought... Yes some are jaded ... and yes it can be understandable if they are under water and seeing the share valuation languish for so long ... see seeming promises or deadlines missed... I see this as an opportunity ... because of my belief in the product and my belief in Tony ...
Yes there is a ways to go... and yes there could be more foot soldiers on the ground pushing the wares as it were... that is coming in my opinion, there was many years that this play languished and was apparently what some would call misguided in the approach... and if you look back to the posts here in go back a few years you will see that over time there has been a long list of folks who have had a bone to pick... with whom ever was at the top for what ever reason...
the thing is now ... if you do not believe in the product and you do not believe in Tony ... You should sell ... even at a loss ... after all tax loss season is fast coming on us... I for one ... even in what i would call the darker days of Route1 have stuck it through because I believe in the technology ... and what the potential is ... I am not under water ... so maybe that is part of why... however... I have sold off other positions in the past that I was under water on for tax loss... this one would not be any different if I did not think it had or has a chance of making it... ( When I say you should sell I do not mean YOU per say but the those of YOU who do not believe in Tony or in Route1 and what it is capable of becoming and or in my view will become )...
One thing I learned long ago that I will not invest in anything that I cannot afford to lose that investment in... if I do not believe in what I am investing in I will bail on that investment ... and for gosh sakes for those who are hear just to bash or be nasty to fellow posters for the sake of it ... I say... they are out right lying because if they did not have an agenda of trying to keep the value low or trying to scoop up shares at low valuation they would not be hear bashing away endlessly... it serves no purpose otherwise... because truly .. for example I historically gave flubber the benifit to talk... however he now just repeats the same over and over and over again ... and as for simone ... seriously ... that person seriously has a problem... with Tony and Route1 ... I also believe that there will be a day of reconing for them... You can only bash a CEO and or a Company for so long before you get a knock on the door ... more and more on SH you see this person being taken down for slanderous comments or comments that have been deemed as hurting a companies reputation... one can only carry on with that for so long... Simply put...
Anyway I believe the End Game for Tony and Route1 is slowly coming to fruition and I believe that any shareholder that holds on will be rewarded... Now having said that I cannot nor would I make a recommendation to anyone to stick this play out ... I just know what I am doing ... here ... I believe and have confidence in Tony and in Route1 ... I also believe and have confidence in Route1 becoming a product that many that currently do not know or are familiar with will know it... and become very familiar with it... I believe and have confidence in this company becoming a much larger entity... providing that they are not bought out first as I have mentioned previously... The Defining moment as I have mentioned will be the passage into the MAC world and Windows world and advent into tablets etc. etc...
Joe... I could go on ... however, I wont... I have posted way more than I care to post ... so I will turn the forum back over to you folks... and I will let it ride for a while... because you surely do not need to hear me speak endlessly, with what I think etc .. etc...
jmho,
glta,
Wolf