Yeah, it wasn't about the math.
I was trying to make 2 points.
1)If they had $20 mill. in pent up orders last year and they have $20 mill. in pent up orders now, there hasn't been any advancement in the pipeline.
2) If they had 70ish design-ins 3 years ago, there are many opportunities they haven't capitalized on over the years.
I did read an article that said hyperscale data centers are supposed grow by around 7% cagr from now till 2027 so there should be lots of sales opportunities. It could be that the products were ahead of the curve and SEV's time is in the next couple of years.
One thing is for sure, technologies and competitors aren't going to wait for anyone.