Jul. 27 at 4:40 PM
$LENZ I am neither long, nor short. My view is that the company's product will succeed over time. However, the presence of the competing product in the marketplace means that the stock market will be constantly in fear of the extent to which Lenz's product will succeed. This question will obsess the stock market until the market shares are determinable for each competitor. The result will, of course, require years to resolve and will be critically dependent upon the product itself, and even more importantly the execution skill of the management. I will not buy the stock. JMO
