Sounds like a Duopoly to me, page-123

First chance to see the interview.
I think it's amazing how different the shareholder communication is with this company, compared to any I have owned in the past.
The level of detail that Coby willingly shared with us through these quarterlies and q and a's is second to none in my opinion, and even though a bit repetitive, there are always new things to take away and ponder as to the amazing future this company has in front of it .
Yes Semiconductors take time,, and Coby is as impatient as the rest of us , but clearly things are progressing much more rapidly behind the scenes now , and like Steven Bradbury with all his competitors falling over near the finish line , this has a similar feel to it .
First mover advantage, superior technology, few competitors, easily adaptable to any fab, with minimal costs ,
Once those first few dominoes fall , it will be a cascade, and as the company learns and develops, the qualification process should take less and less time with each fab .
Now we know why Coby has a smile on his face constantly .. he is self admittedly an impatient man ( not conducive to semiconductor business) lol.
But being in the inner circle he knows the full potential of where this can go , and now it's starting to become a reality .
It will still take time, but wow it's exciting to be a holder .
Aimo