I agree with you. The management is preserving cash and that is a good thing long term.
LOL, and you are surprised that analysts were caught off guard, that they didn't know, that they expected anything else? Did you expect anything else from analysts?
Institutional investors sold 24% of their holdings just last quarter... Check it up yourself.
Sentiment: Strong Sell
On January 22 he sold 100% of his shares. He is a co-founder and member of a board of directors. That shouts a loud SELL don't you think? I think this is quite sensational.