I’m not sure why you keep trying to pitch your company vision to the board like you’re auditioning for a strategy role that tie company didn’t post for. They’re going in tie direction that will work best for them whether that’s licensing IP, a joint venture, or an acquisition. But let’s be clear, they’re not in the business of building boxes. They’re not terminal manufacturers, and they’re not software developers. Right now, they’re in the packaging phase of their Wi-Fi 7 solution on the MLS 488 platform, which last I checked looks to be integrating with ARM’s compute platform.
So maybe skip the unsolicited advice. It’s not boosting public opinion of your tech chops as much as you think. If anything, it reads like you’re in love with your own rhetoric.
Bad Investors or specuhaters might want to spend less time crying over their own missed guesses about the Wesley Clover deal and more time keeping their eyes glued to the upcoming financial statements and the one after that to look for said revenue.
The company is either shipping chips, or they’ve already shipped them. Either way, why would you expect some grand update on the commercial terms or a play-by-play confirmation? The proof will be right there in the financials.