RE: Make a new plan for the wish1 Jan 2021 13:53
I am more optimistic holding SEE than ever, but why? Using Seeing-2020’s list as guidance, many in that list are out of SEE’s control, and that changes the game entirely. 4,5,6, and 7 are almost certain to happen. Even SEE’s PR cannot fuk up 1 and 19. Lines 3, 10, and 18 are looking very optimistic and the airline companies will drive this not SEE, with the danger of NDA stalling news but less likely as SEE Tech is only 1 minor part of a ****pit. Lines 2, 8, 9 and 17 need SEE’s Tech to gain competitive advantage so again a deal will be in their best interest, not SEE’s.
The only % win lines will be the design wins, and despite favourable indications we will not win them all, but if we gain 30% then out of lines 11, 14, 15, 16 and 20 we might get 1 or 2 RNS’s. All in all that is a lot of newsflow that should come our way and out of SEE’s terrible PR’s influence.
Working through this list I feel the upper end of this BB’s expectations could be realised.