nothing has changed, page-54

i dont buy into the view that we are effectively in beta mode. for some applications yes but not for IXP now. we can and should be saying plenty about the product. Sure we cant talk about pipeline opportunities but why havent we talked up Bluelock and the Microsoft PAD opportunity. finally we should be given some idea of how much of the cap raising has gone into the various areas of spend. as goldy says if half of it has gone into inventory then we know and the market knows we are ahead of projected revenues. we can and should be saying more than we are. we should b using market sentiiment as a tailwind. if we were at 1 dollar and the market collapses again we might be 30c, if the market collapses when we are 30c i hate to think where we will be and then what has our overly cautious view done for us?