Jim,Have you been following LeapFrog at all? Latest quarter was a disaster, with $0.00 earnings, and forecasts for 2014 that did not impress analysts. Stock has tanked from above $10 in mid-2013 to under $7 last week.Execution in 2013 and into 2014 was very poor, and the market does not have any patience for management missteps. Competition is intense in what many consider a commodity market. However, my view is that LF management has the correct long term focus, and they have a track record in 2012 and prior years of competence and significant growth.I'd like to suggest that LF may be a candidate for messed up expectations. I think they have the right products to out-compete their rivals, and the right management to correct the errors they have made over the past year.I'd love to hear your thoughts on LF.Regards,Brian(Disclosure: Long LF common, short covered calls)
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