G,
I appreciate where you are coming from. You repeat that things are not quite where Any wants to be, or that "IF it gets built". We understand that a lot of the speculation hasn't happened yet. But that is the point - speculation is just that and speculation is what creates risk but also big reward. The speculation part for ANY is that GW WILL become a standard chip in every device, or that it will become a platform and not just an application. Yes, speculation, but a vision that could become reality. I say "could" because it hasn't happened yet, and I know that it hasn't happened yet. My money is on that it will happen. If I am wrong and this "only" becomes an application and not the platform we think it can be, I still think the potential reward outweighs the risks. The chip/platform standard is the "to-the-moon" scenario...
Best to you...