I was pretty impressed by that AGM. Both Antonio and Sean could...

I was pretty impressed by that AGM.

Both Antonio and Sean could not have put their points across and spoken more candidly and honestly.

The number one and two messages I received loud and clear were:

1. this tech is so new and so disruptive outside the prior norms, that the engagement cycle is a lot longer, and takes more time than even we anticipated to get real traction.

2. Only massive chip-producing volume customers, with definite timelines, huge volume expectations, and definite targets will be signed as IP customers. And at that, if a customer signed a 5 year license agreement, it would automatically put the company into profitability.

Yes, my sentiment is still the same until the results of meeting are out, and any fallout that ensues after that, and of course the chart will tell me when the time is right.