Meanwhile, some dreaming, page-15

personally I think the long wait it a positive 

it gives them (eg WFE, JB and asx and big investors)  enough time to really think and pull apart the various parts of this “concept” ... to work through the weakness and kinks and workout the pro and cons 

if this succeeds ppl who like it will be in it for a while as could be very successful 

one other thing is ... the coming Cooper bull and how this
might impact us either directly or indirectly - I think the impact will be direct and positive 

having said all the positive stuff - I reckon we should still be cautious and we are not out off the woods yet and in the home stretch