RE:RE:RE:RE:RE:RE:RE:RE:Wilan will be soldcabbie, agreed. I think QTRH intends to use Wi-lan to "feed the beast". I don't think they will actively try to divest Wi-lan, at least not until some of the hidden value (e.g low hanging Apple?) is uncovered or a buyer steps up with a solid offer.
The pivot I heard on yesterday's call was that QTRH is changing its focus from the wider IIOT aggregation to a more narrow ITS strategy - I think this is PH's strong suit whether growing organically or inorganically.
I also think QTRH will continue investing in IP portfolios at the right price points.
All said, QTRH is not an aggressive risk-taking company, so I don't expect things to happen with dizzying speed ;)