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Originally posted by Scarpa
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Agree with your view. The announcement the other day, when combined with the JCT announcement, lacked one major aspect - revenue, and more importantly the implied profit outcome in $ terms and growth in those number in $ terms (the viewpoints in the ANNs qualitative in nature, not quantitative). I think this is why the IOT price is climbing - whether like IOT or not punters have an idea of revenue/profit from its agreement: note I do not hold IOT - whereas this is unknown here at XPE. We know the potential but need an understanding of internalising the benefit as it translates through to the revenue/profit account. Expect the XPE SP to take off when either of the two major chippies are announced - assuming it comes with some quantum of quantified profit for XPE, but suspect in the meantime we will drift back before bouncing again.
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Exactly.
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