Dumped a large position after the q2 CC after listening to this management team struggle with the analysts. Not prepared and I got out with a small loss thinking I had lots of time until a change that I could feel comfortable with was at hand. Still maintain a small position because it makes me keep up on a daily basis. The conferences we have had these past few weeks have netted us nothing contrary to what you read here. Waiting till the cliff mess is over before I take any larger position.