Stories happen in chapters. The disappointing financials that were reported earlier this week are the end of one chapter: Laying the Groundwork, I'd call it. On February 28th, when the China deal closes, the next chapter starts: The Boom Begins.

I don't know this for sure, of course. No one does, not even management. No one is omniscient. But I'm really confident about this. It feels like a high probability ... much more than a hunch.

I totally get why someone would bail. Those financials were REALLY weak. But it's missing the forest for the trees.