Boston, thanks for laying out these thoughts on valuation.
Technology was a big category in LDR acquisition, I wonder how that figures in here, particularly since amda technology is based on a material that potentially has a very long future..opposed to technology that can rapidly become obsolete. also I agree with points you've made regarding the significance of antibacterial qualities in silicon nitride...reducing dependence on antibiotics is an extremely important medical issue.
Best,
glta