I agree with all stated this morning on the AMD execs. Too much of a coincidence that all these impressive execs, from a company that ajit knows very well, would all leave their positions in the last 3 months.

Either

1. They really dislike the new CEO

Or...the more likely scenario....

2. Poet has picked some or all of them up.

I believe this would draw tremendous attention to poet as many tech/news magazine/website would be writing and article on this large departure/aquistion. Such a move would put a tremendous spotlight on poet.

The industry will immediately think " why are all these highly accomplished tech execs flooding from a large player to poet? What is poet? It must have great prospects....". And so on. Follow up article on poet to flow...

An announcement as such would possiblly be just a significant to ajit, if not more due to large bulk of bodies signing on.

I realize we are hypothesising here...but this may get VERY interesting ....