the competition and margins, page-7

Snork, appreciate you thoughts.

Anyways, it is a very interesting story. The point about derisk is a very important (if you know tzl...then you would know what I'm talking about.

I am just wondering though whether UNI will be able to add strings to its bow through r&d over the next few years with different products etc. I would like to think that 900m units (20% of market) is not the limit to the revenue.

Looking back at the anns, isn't it just so strange that the market took many weeks to react to the SA announcement! Anyways, well done to you guys who saw the story back then.