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Message: Re: Response to Mazan's Post (contradictions?)
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May 20, 2016 11:48AM
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May 20, 2016 11:52AM
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May 20, 2016 11:55AM
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May 20, 2016 12:03PM
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May 21, 2016 12:37AM
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May 21, 2016 08:52AM
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May 21, 2016 01:40PM
Fairchij, I think I’m missing something important; can you help me reconcile these two posts?

Today you wrote, “I am taking the exec team's plan at face value. My face value understanding is they have extended their view to include more than one NRE beyond the guidance already provided which was to expect NRE in the second half of 2016.”

A few days earlier you stated, “I think it has been Suresh's plan all along to grow through acquisition (if opportunity was available) and build out their product offering independently without the reliance and the strings attached to NRE.”

Are these statements contradictory?

No they are not!! Please explain why you think they are?
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May 22, 2016 03:47AM
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