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Wednesday, May 30, 2018 8:41:03 PM
Andy accepted my request to meet with him at his office next week. I believe Keith will also be in attendance. I gave him a couple of topics I would like to discuss and he accepted the invite so hopefully we have an insightful conversation. Most of my questions are around after we have broad clearance how are they going to market themselves. I want to get their long term sense of how they will do this. Right now is the distributor model and I am curious about taking the semiconductor model and just sell the core IP tech and have the customer (Braun or bayer for example) make the housing, branding and market it. They are small so they have little marketing budget and I think some of those guys help is imperative but maybe I am wrong. Should be fun. I am making the drive down from Philly.
I am also very interested in seeing if he envisions a path to the nasdaq or something like that but I know he is just concerned with sales, partnerships and profit. The rest of the dominos fall when that happens.
I will let the group know my two cents in a couple of weeks.
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