I think the original plan was that SK would be the main driver of growth for SAU, and WA would help fund that.
Well, looks like management decided 1 year ago that WA was too uncertain and could take too long, and brought BMV on board to speed up SK development. That was the correct strategy.
WA might still bring in some surprises, but it won't be the company maker (or breaker). All chips are on SK.
Ann: WA Operations Update, page-4
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