I may have missed something somewhere along the way but where have we come up with the fact that MOBL is going to abandon the Telecom market and look for a new business venture? The only person who has mentioned this was the report from Tobin Smith (that I’m aware of). How does he know this? Did he get some special insight from Jay Wright? Since Jay is keeping mum on a lot of things, why would he mention this to Tobin Smith?
I’m not trying to be difficult but this doesn’t make sense to me. I would be interested on your/others perspective on this.