You have pretty much summed it up. We are talking about tech
with ATEN and you can't sit still on tech for 8yrs and expect it to stay relevant. I think it's clear the new MD sees this and the strategy to acquire other operations is a strong sign that a plan B and C is now required.
There's nothing wrong with what he is doing in principal, in fact it makes perfect sense. But if you were in ERJ/VPR for the early mover advantage into new power technology and the scalability of that tech... the window has closed IMHO.
You have pretty much summed it up. We are talking about tech...
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