While I agree with most your other points I am in strong disagreement on the cost containment issue.
I want this company to spend money.
The $100 mil does nothing for us in the bank. Increasing sales, marketing and R&D are ways in which a company grows. They are not in a cash burn situation so I don't want them not making sales trips or doing tech shows because they are worrying about EPS numbers now.
Let them spend whatever they need within reason so that more HTC's and Sierra Wireless sign. In a year no one will care about these spending percentages if Nokia is settled and Panasonic is paying and the LU suit is won and LG comes to the table.
Penny wise and pound foolish is the first thing that comes to into my head.
I don't think it is fair of us to demand that they sign new clients without letting the company use the financial resources they need to get the job done.
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