Because the distribution opportunity will be more
Post# of 11803
(Total Views: 372)
Posted On: 03/19/2018 2:59:44 AM
Because the distribution opportunity will be more worth my time; the management is driven, capable, and connected. They constantly underpromise and over deliver, they communicate clearly, often, without hyperbole, haven't failed to deliver once in the past four years, and not only do they welcome investor input, they have even implemented some suggested strategies (as opposed to getting triggered and retorting with "you should come run the company if you can do better"
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The opportunity in devices would really be dependent on DECN to leverage their expertise to reach its full potential; shares many parallels with Shasta (sans management issues). But not only would it be a distraction, given DECN has so many balls in the air currently, but it would be a shame to see another game changing technology get squandered and sit un- or under-developed for years. There are likely better pairings for them, unless DECN can get in gear and go on cruise control to some extent sometime during the next several months. Either way, the distribution opportunity is poised to eclipse both, so it's no sweat off my or their backs if DECN is involved or not.
. The opportunity in devices would really be dependent on DECN to leverage their expertise to reach its full potential; shares many parallels with Shasta (sans management issues). But not only would it be a distraction, given DECN has so many balls in the air currently, but it would be a shame to see another game changing technology get squandered and sit un- or under-developed for years. There are likely better pairings for them, unless DECN can get in gear and go on cruise control to some extent sometime during the next several months. Either way, the distribution opportunity is poised to eclipse both, so it's no sweat off my or their backs if DECN is involved or not.
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