RE:RE:RE:RE:Chip shortageI would wager as bet as per Klaus Schwab of the WEF...the world is going to become an angrier world as he puts it. We are going to see a general continuation of the "stay home, stay safe" and "keep 6' apart" narrative moving forward which really emphasizes one of the key goals of Agenda 30 which is lower the carbon footprint. Restrict movement in all ways possible. I realize it may appear as though we are in a contractive phase to more on an endemic, but that's if you believe big science will not be used to control the masses in order to drive technology adoption. The cost of energy (fuel) will make it much more expensive to participate in the physical world. Hyperinflation is also on our door step. This all translates to virtual.... reality, travel, relationships (repika.ai), sex, health etc - all in line with 5G and hyperscale datacenters which are the foundational components required to deliver a truly outstanding consumer experience in an effort to replicate reality as close as possible if you expect to earn user exceptance - lockdowns aside. Imagine a growing audience of people looking to "reconnect" virtually. This also keeps with another theme expected to continue: "Create the problem and the solution." As for timing with respect to VR going mainstream, I think we're still about 5 years off, but less than 12-15 months off from significant cable sales growth. I too am concerned with further dilution though. Timelines for sales will likely be impacted by a chip shortage. Not a lot of time left to l burn I'd imagine. That said, the market cap is arguably small compared to the market size. Their patent portfolio and number of design wins hopefully can see more use/sales should cable sales get saturated by mid to late decade where both speed and capacity will reach a point to which will fully support high quality immersive content to just about everyone - almost regardless of income. That's the idea anyway. You've got to create a critical mass of users as always.