WNC- nice job in your analysis. I think NTEK should have higher growth than NFLEX giving them higher PE ratio. I think NTEK can do much better than 80-120 million per year if management decides what to do with NP-1. I understand they keep saying content is a king. However for short duration less than 3 years Np-1 Is real winner. There are millions of 4k tv is coming to market and we are just able to sell what 60k NP-1s. I don't think management had any strategy about NP-1. How on earth when two huge companies show your NP-1 in their presentation back in Feb and we have not heard anything since then. My expectation is any sales less than 500k NP-1 next year is a failure on mgt.
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