$AKTS @aj111 The downgrade is not just the chip shortage. Massive MIMO is pushed out and not guaranteed. That was going to be a $3 million/month product with high margins. It was the foundation of their expansion and their road to breakeven. Without it, we have a different profile for the company. So we now have a company who once again, for the umpteenth time, has lowered revenue expectations far out on the calendar. That makes its current valuation less. They will also torch cash for a longer period, and reach breakeven later, etc. It's not good. They will need many more contracts with actual revenues to make up the difference. MANY more.