From KCCO's summary, Lebby is under great pressure from shareholders, rightly so given the share prices and missed timelines. A contract with tier 1 is not imminent, likely won't happen this year. To be fair, the incumbent technology is probably adapting better than expected, and the field is in a flux. To get a revolutionary tech out always takes longer than anticipated. The big question is if we can stay in Russell next year. If not, the company and shareholders will be in serious trouble.
Lebby's meeting with KCCO is a effort to gain shareholder support and save his job. I am torn. In my opinion, the best course for the company is keep Lebby but replace Jim with someone more experienced on making deals.
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