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Thursday, November 3, 2016

We know how this guy voted

Microsoft

I am convinced that the tier 1 , partnership company is MSFT ...
* we've had no announcement of 2 consumer products .
* these 2 consumer products are supposed to gen revenue in Q4
* it's kind of late in Q4 .... so my guess is that MSFT is going to announce
a whole lineup of AR / VR products and as such have already purchased a "starter
inventory" , which will be Q4 rev ... garce 

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