Did you read my brand new sticky? I don’t think it matters very much to the industry that the parkanimine is ready.
But the ubiquitous technology - at least for current market needs -isn’t the perk. It’s the perk inside of a PIC.
That’s what I think the evidence is overwhelmingly showing us is not ready. And if it were nowhere close to being ready, that would be grounds for Lebby‘s dismissal given the kinds of timelines and goals he has set under his watch.
And with everyone calling for Marcelli head if there was no deal by the end of the year involving the PIC what do you think Marcel would want to have happen?
What did Marcelli do in the weeks and months right after the very disappointing ASM of this year that completely supports the idea of a coupe?
What if the PIC isn’t anywhere close to being ready? That’s what you need to ask yourself. That’s what shareholders need to find out instead of making the assumption that it is teady enough for transceiver companies to agree to have complicated negotiations. Where is the evidence for those negotiations? The legal fees are not evidence. They argue against it.How many assumptions have shareholders made in the last 15 years that have come back to bite them and bite them hard?
That’s what Yves will hopefully reveal. I think shareholders need to be ready for the possibility that I’m right.
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