I’ve just finished watching this… and re-watched sections more than once. Some brief observations:
- firstly, amazing how a well researched and prepared interviewer can facilitate a quality segment. The standard of query was so much better than just about any other interview I’ve seen Coby participate in.
- the energy level here was so much higher than the interview from a couple of weeks back where people were criticising Coby and saying he looked defeated and tired. Today was exactly the opposite. Even given the current circumstances he was energised, positive and totally on his game.
- he has not walked back the commitment to a customer / partner deal to be closed this year. In fact in a couple of sentences it seemed he slipped a little and implied that they were done (no explicit statement but that was my very strong impression).
- there was some minor excuse making at the start but that was put behind him when discussing the progress being made in discussions with fab / IDM in particular.
- for me, confidence restored. Not that it had flagged that much but you can’t help harbouring doubts after the smashing we have been taking and the current situation in Israel.
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