Quite so Hogan, well said!

These two  companies will want to make ASiCs for their customers on this platform and see the expertise, wherewithal and synergy acquired by the new partnerships as a win win situation.

Besides, names of specific customers are best kept as commercial in confidence during this stage of development.

SP is subject to sentiment and changes in an instant, what management are achieving is hard and palpable hallmarks of shareholder value. SV deserves credit not the condemnation of the myopic mired by only seeing their bottom lines.

Good post

Sula