Exactly, Monolithic.  I think Suresh is very confident.  I remember near the beginning when the money on hand was short and the prospects were still risky, and Suresh went on a tour of many companies to find out what they really wanted.   That led to his game plan, which they have been pursuing with success, even if it hasn't been quite as fast as even they had hoped.   I also remember that management took stock options instead of cash so they could continue to build out this company on a shoe string, which was all poet had.  Those actually were dicier days.  

Now, Suresh has made it clear that they will have to stay focused on the most important and lucrative opportunities, and that some opportunities will have to wait.   We are not only derisked to a great degree, but we remain undervalued compared to the opportunities ahead.   I sometimes wonder if the bashers of management actually are as concerned as they make out, or if they rather are hoping to shake shareholder confidence and scoop up what weak hands drop.   IMO, we are at stock price levels that will soon look low, so its still a buying opportunity.  No doubt the share price will fall and rise and fluctuate, but I think we are basing here.  I don't think it will be pushed all that much lower.   

I am holding and open the computer each day in the hopes and expectations that there could be a significant news announcement.  It won't be too much longer, and it will be like the start of popcorn - with many more to follow.