where to from here, page-41

"Either way Kos has to go for ESI to get moving."

"Kos will never cut a deal"

bbj...

Looking at your posts yesterday/today - your sentiment should be "no stock held"..."sell"

If you really believed "Kos will never cut a deal" - you wouldn't hold the stock let alone have a buy on it...true?

You should be on the sidelines campaigning for Kos to be replaced ...and THEN take a position.

BUT - like others here who hold stock but now have a sell on it (its dropped just a little - its not like its hammered and the only choice is to hold and hope)... Likely you dont want to take the risk of being out of the stock...

Because the reality is the ann expresses a quiet undertone of believable confidence a replacement deal will be ann soon.

"Acting chairman John Hutchinson said while the company had the option to extend the deadline, it decided not to take it."

You ONLY do that if you have other definite options....imo

And a replacement deal has to be in place within a month or so - Datang test burn results Sept/Oct are very secondary here.