Rick, I'm glad you pointed that out. NA was a really disappointing aspect to the Q and A, offset by China and Europe, but no question we've suffered a setback with our NA thrust, beyond simple chip delays. Suresh mentioned resistance to new technologies, hoping that changes once we have some market penetration.  

I found the Q and A to be a bit of a rollercoaster, the first general comments seemed overly cautious and read like delay and moderated short term expectations.  When we started  talking about China and Europe it was much more optimistic.  I left the talk feeling pretty good long term, once again frustrated in the now, a sentiment Siresh himself echoed about the share price.  

Where's this clearly promised customer announcement, I noted that was glossed over?  That bugs me. Please hold off NASDAQ until we bank some real revenues, we will get murdered right now on the split and paying off these bankers.  Just wait, which Suresh alluded to and hopefully doesn't get pressured to make a premature move.

The team is making great progress, but we aren't there yet and we aren't where we were promised. 2020 was our year, then 2021, now late 2022.  Nobody should question investor patience or chide frustration, we've been extremely patient and understanding, optimistic but disappointed as well.  It's complicated and the Q and A just highlighted the mix in emotion.