I think people need to get their heads around realistic timeframes for the industry we are operating in. Coby has been very transparent about the fact that these deals take time as they have huge ramifications for all participants (Foundries, IDM’s, Customers & Industries). They involve big dollars, ridiculous amounts of scrutinising & testing and disruption to existing processes. I know we are all impatient and want to be overnight millionaires, but Rome wasn’t built in a day! Refer to the attached Nvidia share price history in its entirety to comprehend. A lot of hard yards goes into building something big! Founded 10 years ago, the question for us is how far into our respective journey are we? How far away is the hockey stick moment? Those that offloaded their Nvidia shares for $3 in 2019 didn’t know it would increase tenfold in the next 2 years or 45 times over the next 5. I’m not comparing the two companies, merely emphasising that greatness is not instant. Be patient my friends. A lot of the hard yards are behind us and there is no team I’d rather leading our ascent. Anyone that thinks Onsemi or DBHitek deals are fluff are delud
ed
. More deals are coming and with it revenues. Modest initially, but from little things, big things grow. My perspective only of course. Onwards & Upwards. DYOR & GLTAH
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