I think we are on the same page. Yesterday morning we had a similar discussion before the HD news and this is what I said to you. What HD provided strengthens my view in general:
"Agree with you. I think the Telink deal is as good as a chippie now, and if we can tie up Intel that is about it. The other tw chippies then become the cream. I still think revenue/profit important now given we are maturing and profit numbers are becoming more important. My post was more around market sentiment which is going to drive the SP up, but at the moment the market seems to be fixaed on other agreements that I think are becoming less important IMO. It might be a month or two before market cottons on IMO and hence he need to remain patient."
(20min delay)