The CC was indeed all over the place, a worrisome sign, IMO.  I also did not like the research note and downgrade from MKM Partners, they essentially do not believe management regarding the customer that stopped ordering the Transmode equipment. So, did Fallon omit information? i.e. technically not lying but lying nonetheless?

This was also a trade for me that has become a long term hold, my bad.  I was nervous going into the CC, I also thought that the several PRs released seemed curious, I should have listened to my gut.