Reading this guys informal opinion reminds me of the old adage, "the markets can stay irrational a lot longer then you can stay liquid."

I'm sure he believes in PDSG. The bigger question is, whether or not a market developes in time for Patriot to be able to hold and fund CDX? Or put another way, do potential partners feel strong enough about the value of CDX in the near term to justify partnering up now?

I think investors, and people in general, grossly underestimate the severity of the current economic landscape. I really question were the funding will come from for all of Washingtons grandiose plans in the healthcare field. I do believe a software program like CDX has it's place in that evolution. The problem is, when will that occur? I think it's further off then we are hoping. IMO, the money simply isn't there for medical facilities, law enforcement etc..

Tax revenues have fallen at every level of government. In times like this people and companies learn to limp by with what they have. The federal government knows the printing press has to be slowed down. The question is, where does that leave a product like CDX? After all CDX is about facilitating the exchange of information between primary systems. What if companies still don't have the funding to install those primary systems? He says the conference was,"ok", could the reason be that PDSG is slightly ahead of the curve? I think RG brought something interesting to the table. Whether that translates into real monetary value is a big question in light of current economic conditions.