Exactly.
I'm not sure what else there is to discuss beyond sales at this point.
The magic bean believers in the mobile market haven't got me convinced, I'm afraid. I'm still thinking about PCs in a near term timescale. Same as Samsung, apparently.
There were feint hints of some SMA progress in the last quarter's results, but not remotely enough to get excited.
They need some sort of turbo-charged transaction to give them credibility, now that GM and BASF are fading into the sunset. But I have this horrible feeling that whenever such a deal is on the table, the man from Lee parachutes in and the next thing, folks run screaming.
Maybe the sense of entitlement - which keeps reappearing in folks' reactions to the presentations - makes folks unwilling to treat.
Otherwise, it's hard to explain the falling major deal rate. So far in 2012, there have been none. Golly.
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