a contrarian view, page-9

Amex-
Yes,the unit sales of Intevia over time should be enormous.As you say,the sales from the Porters deal alone could result in millions of units.
I have the same mind-set as you,that it's unsafe to bet against the probability of large sales in the future.So I am not bothered by the present price weakness.Like you,I've used it as an opportunity to pick up more stock at discount rates.My only frustration has been the limited funds I have available to pick up extra stock.
I agree with your prognosis on the company.I think it was Phillip Fisher who said it's often easier to predict what will happen with a stock than when it will happen.So we guard our holdings tightly and watch developments with interest.