A3D in New York (March 14-15), page-16

Nice to hear a voice of reason in here. It's interesting to see a new set of posters, many of the IPO holders who were vociferant in the first couple of months have disappeared now, given the returns they achieved; good on them!

Possibly (probably) a few who have maintained BUY recommendations in the past have been selling at the same time that they were selling. Which is understandable, taking profits. Just not recommending BUY while selling.

I think we may have found our level for a while, pending on whether the next Ann contains something that is more directly relevant to revenue and a little less "forward looking statement".

If it's another forward looking statement, I think I'll take my profits on the hype following the Ann, if it is a tangible direct line to revenue release ... I'll top up. See what comes.