Replies to post #127345 on Value Microcaps Motherboard

[northenlightsk05]

Re: CCME. Bus operators can say No to CCME and chose another partner. They are in a strong position now. CCME has an advantage to enter this field earlier and at that time bus operators grabbed any fee they could get. Not now, ther are in hot demand and many companies want to get into the same business as CCME. They are in very strong position to ask for mcu higher fee from CCME, or they will chose another partner. Competition will reduce the gross margin. That, I believe, is what shorts are looking at. In my view, they may likely be right.