CS12, as just an observer, both N & Q only interest me for the drama. I don't own stock in either one, nor I have invested in MS.
Do I believe Q will continue to progress, yes. Will it ever grow big, IMO, no.
Do I believe N will continue to progress, no. I don't think they will ever file a real financial statement.
Do I think MS will succeed? 50/50 odds, imo. If they get the first contract and execute, there will be others. The first contract is the telltale sign, imo.
Do I think MS will walk away from N? Yes, once they get a contract.
Until then, keep the popcorn handy.
