Yes, the Light Reading headline is presumptuous..., The shareholders on record of December 18th will have their vote on January 19th.
Also, quite presumptuous for Paul McWilliams to introduce himself as almost a colleague of Eli with his business experience in the tech industry.
According to my knowledge which is admittedly incomplete, Paul M is on Quik Logic's Advisory Board, or was formally.
If so, Paul M. can attest to Eli's statement that business can and does change. Quik has fallen behind in nearly every business endeavor / market it enters. The ArticLink3 was to be the equivalent of the NPS...,
Didn't happen, or design wins have not materialized (Samsung).
Look at NP-4..., Didn't happen, and when EZCH ran up to $44...., And, then plummeted...,
We were all asking for Eli's resignation, or worse.
Between Paul M., and Eli..., Yes, Eli would know the market as well as Paul M., "if not just slightly better" !
So, it is not a question of the NPS in terms of application..., it is the volume needed to be profitable.
Finally, look at Tilera..., $0 payout of out $80M incentive...,? When Tilera was acquired, Eli was confident that Tilera would ADD to EZCH's bottom line this year..., It hasn't, and it won't.
Again, I have to believe Eli have a clearer view of the market than Paul M. (And, Paul M. should know this all too well from the lack of success with Quik, and consolidation in the semiconductor industry is blatantly obvious).
31 companies cannot all be wrong. Due diligence would have disclosed the future potential of NPS; NP-5; TileMX.
(As for when Broadcom's Strata processor was introduced..., Really petty of Paul M. and does not speak well of a colleague). |
