RE:RE:Thoughts on SPBSpecific....,interesting question
I guess the problem with this is that it was a June statementand so they didn't have the info from the July PR and hence their price forecast/recommendation didn't work out which is not a criticism of them.
In my view, the July PR raises a question about the recurring revenue when they are going to change their business strategy. Some of their other points still hold in terms of execurtion and risk.