ML, I've said about a hundred times, I know next to nothing about the tech, and what little I know I realize is likely misleading or wrong.  So no DD on tech.  Plenty of that here by people far more qualified.  FJ, for instance, brilliant as to the tech, but seemingly lacking in predictive skills to date.

I think I've been pretty consistent over the years, as the one thing I believe I'm competent to discuss is share price and volume.  And I believe I've been right about that over time.  And I do defend management to the point that when the criticism of management goes overboard here, I let people know I don't agree that it's Tom's fault or Suresh's fault.  

Another point I've made consistently is that this is a speculative investment.  Sure looks like on now, doesn't it?  It's looked that way to me from the get go.  And I've consistently reminded people that disruption of a big market sector is not an easy thing.  Yet the techies will tell you we've got it made.  I've said for some time now that I think the process of potential customers testing our alphas and betas is not a "here they are, tell us you love them in 6-9 months and send us a big order."  That was the optimistic view, admittedly as espoused by the Company and certainly not challenged by techies here.  I suspected that the time would be longer, partly because that's the way life works in general and because these "customers" need to get the IO tweaked just right for their uses.  They would be taking a big risk in incorporating our tech into their devices and need to be sure they have it right - jobs are on the line.

Having said all that, I have not played the stock in accordance with my opinions/warnings.  I'm subject to the same emotional ties and FOMO feelings of most everyone here and make many of the same kind of mistakes.