Informative but no mention of other two competitors
I'd call that spin. Interesting to know who they are, seeing as they still pose a technological "threat" in the selection process. I can just about guess they will be American companies. Which again makes me wonder how fair the final selection will play out to overseas competitors (namely YOU).
CEO sounds as if this is a no-brainer. Be nice if dilution doesn't dampen the Christmas party. December is a long way off and so is his governance on that pivotal subject.