Ann: Casa Systems and NetComm Recommended Transaction, page-191

Kenbyw, looking forward to your ASIC draft. If Barcelona went so well we should have seen a bit more marketing action by now.
Possible that rivals have a mole in the development area of NTC.
Based on comments to date the takeover pitch would have to move north of $3 to get my "yes" vote on a takeover.
With such considerable engineering skills on hand at NTC perhaps our board could engineer a little boost to our prospects. I remain optimistic that a good fairy will appear before the takeover proposal progresses too much further.