Exactly, FB is not the place for investment talk of any substance. It's too difficult to control the message there. So the message becomes mixed and confusing. That will be shored up at the next level, I am sure.

As for the stock, people who read prospectuses on a regularly basis get very good at reading annual statements. As the revenue/debt ratio bounces around or becomes difficult to follow, so does the exuberance about the stock. The PPS now hinges on two factors: 1) audited financials and 2) predictable managed revenue growth. One is short term and can provide an immediate comfort to investors. The other is truly long term and requires some level of belief in the process, product, and people at the helm. You either have that (longs) or you do not (everyone else).

LONG is not a state of mind, but a financial commitment.