I think a CR is likely and they'll use it to fund a JV with a big player.
If we're moving into a section of the discreet market that doesn't need a selector - we don't have any large scale manufacturing of our own.
So we'll have to either spend billions to build FAB or team up with someone. And why wouldn't we. A big player could help get a much higher margin product to market much quicker.
Just look at Coby's last interview , he strongly hinted that these new discreet chips are on the "short term" in the development phase.
Anyway that's my guess.
I think a CR is likely and they'll use it to fund a JV with a...
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