If Intel adopts XPE's solution for IoT, it will be a billion dollar market capital company overnight. If it doesn't and XPE goes down the harder route (i.e. Telink), it will be a $100M market capital company, then establish themselves within the IoT market but hopefully they will be cash flow positive when they start going down the Telink route.
And the positive is the middle class in China is expected to grow larger in the coming years. The sell down was due to yesterday announcement and some panic selling, probably get back to the 2.1c within a few week.
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