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Wednesday, November 25, 2015 5:09:22 PM
I assume that the stock would really start to take off if/when a licencing deal is struck with one of those behemoths.
There may be several reasons, but maybe they want to strengthen their worldwide IP protection first? Another explanation may be the lack of a working bi-directional switch. Or it could simply be that both testing and negotiating takes time.
Dan has been talking about the Bi-switch/BTRAN as being a key to open market verticals with "entrenched" players. I interpret that as huge licencing possibilities - if they succeed and are not beaten to it.
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