Jan. 8 at 4:33 AM
$CMBM As each day of the new year passes, we move closer to the long-awaited releases and audits. I can say with confidence that many of you are likely to be surprised by the outcome—particularly when you see the actual channel inventory flow and resulting performance showing a positive end of year.
Despite the ongoing speculation about bankruptcy, a dilutive offering, or an immediate exit by Vector Capital, those narratives remain just that: speculation. The underlying data does not support them.
My expectation remains that we are approximately 30–45 days out, give or take. The company will meet its deadlines without issue. At this point, I’m going to step back and stay quiet for a few weeks. The setup is becoming increasingly obvious, and when the reports are released, the next move will speak for itself. Holding just under 5% with a prediction of
$10 by August or September which factors in the BEAD program.
