rk> It seems everyone presumes that it will be done in less than roughly three months or so.
but what has been cooking already for the last 4 months?
TRAB formation was the end of March, ditto with BAE's team, and the addition of Messrs. DeBonis (TriQuint/RFMD/Qorvo) and Lazovsky (AMAT), followed closely by Dr. Deshmukh (COO).
more recently, Dr. Venkatesan (CEO) and Mr. Warrior (CSCO/Alfa).
that said, I doubt they would throw away the footwork that has already been done by PC AM and the entire staff of others before the new CEO joined.
would they? (seems to waste a heck of a lot of burn rate if so)
perhaps I misunderstand this fresh "roughly 3-months" statement.
my impression is that Suresh joined us to plate and serve the meal, not to help the prep cooks.
whatever it is, when it comes out of the kitchen, oh boy!
I'm hungry.
GLAL,
R.