Nice balanced post 13th......however not totally aligned with 2 things you've stated.......(1) TT suggesting its in better postion than when signing Cisco JV at 60c.....don't forget there are a lot more shares on issue now (2) the share price is not out of their control if they had not being so unrealistic with channel conversion.
I suspect some of the pre-IPO money has been taken off the table to reflect this. This is not to say it won't come back in just there seems no rush and you can now trade the facts rather then the story.
Nice balanced post 13th......however not totally aligned with 2...
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