That is the way I see it too. If Chinese and USA firms decide...

That is the way I see it too. If Chinese and USA firms decide they want XPE and assuming the IOTs (or is it fact?) moves at the speed of a bullet train this year, we could indeed " FAR EXCEED initially cautious expectations ".

That is the nature and the reality of modern high tech industries. Those first to the party make a fortune.
Whatever the party is.

So, just as an exercise: what if Lenovo (chinese) and Qualcomm (USA) decided to join the party and try and get a jump on Intel (USA) by, for example, trying to takeover XPE, or using ARDC in their products?

What would happen to the XPE share price then, I wonder?

I would not want to be out of XPE if that scenerio developed.