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 # Links
 
 * <http://lists.libre-soc.org/pipermail/libre-soc-dev/2020-December/001756.html>
+* <https://mondaynote.com/three-slides-you-re-nuts-ok-how-about-seven-8f5207b62285>
+* <https://mondaynote.com/three-slides-then-shut-up-the-art-of-the-pitch-85221afe993a>
 
 # Questions and Comments
 
-* We claim that our first product will be a GbE router featuring up to to USB *2* ports. The maximum bandwidth of USB2 is 480Mb/s whereas the maximum bandwidth of USB3 is 5Gb/s. Is this a typo? or is the plan to provide 0.96Gb/s total, 0.48Gb/s to each of the two USB ports?
+* Cole: We claim that our first product will be a GbE router featuring up to to USB *2* ports. The maximum bandwidth of USB2 is 480Mb/s whereas the maximum bandwidth of USB3 is 5Gb/s. Is this a typo? or is the plan to provide 0.96Gb/s total, 0.48Gb/s to each of the two USB ports?
+
+lkcl: 5 gigabit ethernet ports. 2 USB2 ports. this is 7 ports.
+
+Cole: Thanks for the clarification this makes sense. The edit you made to this description on the page is more clear than its previous form.
+
+# Wording from Lauri
+
+Something like this:
+
+The open development model and freely licensed end product would allow
+a skilled competitor to copy us before our product is out. However,
+given the startup costs involved, they would only do so for highly
+lucrative markets. Otherwise they would copy the product only once it
+has proven successful, giving us a lead time of several years.
+
+The markets where core licensing cost is significant, and volumes
+sufficient are roughly:
+- ESP-like internet-of-things
+- digital set-top box/mini console
+- low-end phones
+
+Our core is expected to have a die area of XX mm2 at XX nm. The ESP
+series is around 0.15 mm2 at 90nm; each mm2 on older nodes costs on the
+order of 0.05$ (0.25$ for 5nm) for the wafer alone. For ESP-like
+applications, the core being free would not offset the larger area.
+
+Set-top-boxes or mini consoles would be a viable target for them only
+once driver support existed. Copying us in-progress would show such
+high confidence in us that they'd be better off investing in us
+directly.
+
+Low-end phones rely on the modem being integrated. Integration work may
+only begin in earnest once the core is relatively far along, losing
+them some time edge; and before they have the core and modem
+integrated, they can't assess the total power usage, necessary for this
+market.