IMO not many here expecting revenue from the 6months old spec iot tech yet.
We are not seeing anns on ported successfully for Intel/Telink yet so dont be idiot to expect big revenue at this stage.
The drop on sp today result from ramp up our expectation of the partner in the anns.
Everyone expecting some like intel or similar but it turn out to be china complex.
But who know how big they are need to do some digging... but we need to lay our trust in Dr JW
He run Telink to the success so he has his way to work around in asia.
- partner with IXYS for korea/japan
- being shanghai/taiwan as telink
- JV with complex for china
- Fund by intel for US/global
Just adding for iron to fire that is what he doing.
GLTA LT
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