i sold 6x what i8 have left on the earnings release date and still hold 5k -- so i am not going anywhere. but if you read my reasons for lightening, you'll see it was hardly "capitulation" as any pro would define the term. put simply, i think it will take a couple of really sucky qs and weak sauce cc updates from hogg to drive that...
if i am wrong and clinical results, utilization of the existing installed base, and new unit sales take off (as contrasted with simply installing the mushy backlog f9-12m), i will be back on my full allocation before you can say "boo."