apples and oranges, page-9

TBH, I am not hurt at all with GSW because I never totally believed it. Suffice to say that whatever the outcome at GSW, I am still above water .
I always think that for a tech potential with great technology, you can only invest from $10-50m and when it gets to $100-200m, its time to exit or reduce exposure if there is no concrete evidence of 4C revenues. When it is subsequently validated, I jump back in and happy to pay a higher price. I guess the Amazon deal created FOMO and the rest is history.