food for thought, page-5

I like to share two recent email from my mate John:

The first one from yesterday 2/06/2009:

"geoff,

maybe you could post the following.

paul casey versus mark bouris.

paul is actually going to reside in the US and live / breathe the business.

he has contacts in both aerospace and defence.

good contact for overseas capital markets......"





This one is from 20minutes ago.
Noticed how John has changed his mind about the calibre of Paul Casey compared to the smug email from yesterday.
To throw me off his trial, he suggest that JF should also go.


"everyone is making assumptions about what a poor state tz is in and that CK and others were key staff.
having spoke with DR, he is confident he is surrounded by all the technical people he needs (excluding CK).
this week in response to PC’s / KP’s claim hopefully we shall see details which paints a solid picture of TZ with reduced cash burn heading for cash flow positive.
i agree paul casey does not look great and also the options package stinks. syaing that even if he is 50% of MBs calibre, he is going to reside in the US and drive the business, so maybe still as effective.
as for JF, he should go. i think MO is instrumental to some of the deals and is not over paid."