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mackwheaton

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mackwheaton

Re: prototype_101 post# 2326

Sunday, 07/21/2019 9:52:08 AM

Sunday, July 21, 2019 9:52:08 AM

Post# of 6379
Proto, I agree with those concerns. I’ve seen this playbook too many times where a monolith drags a small tech into a prolonged negotiation just to bleed them out, or in the case of the Chinese, to reverse engineer.

My greatest concern is about the lack of any additional design deals since last November. Have these been put on standstill while DL deal plays out? I hope not.

I still think the weight of concerns is mitigated by the insiders loading up on both options and debentures. While greed begets dilution, at least its an indicator that they believe something good is coming.
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