I doubt Munz would be selling with specific inside information that could get him into trouble. However when you are in a business you can better weigh the probabilities of issues coming up, you can understand business relationships, competitors etc. I would suspect he feels that the risks to the business are growing, and on a risk to potential future reward basis - he is selling. There is a lot of concentration in the US hardware market (nowhere near as much as there is here). There is also always a lot of copycat interest in things like this - not always from low wage Asia, but from reputable competitors as well.
I shorted it today. I'd love to know what was keeping Munz awake at night - lol.
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