" jcallaway says it is an IOT deal although I am not sure why he/she thinks that"
I am surprised since you have both downramping the Company you back from Feb 2015 and jcallaway back from June 2017 and recalled some discussions acknowledging one another in the past but you don't know that jcallaway is a male suddently so you have changed your tune too about suddently referring him as a he/she?
I found this very strange... I am also analysing your post like the analysis you are doing about the announcement from NET...
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