if it were that easy, (watching for insider buys) this game would'nt be a game. we all watched the CFO of FB sell significant stock quantities just months before the stock tripled. Go figure. I only believe in the prospects of this company because of the resume' of it;s CEO. That's it. Successfull, proven leaders succeed at a high ratio. That's the bet..
All these design wins need to convert to revenue at some point. I also think Len has something up his sleeve as well. Look for a partnership for the line card business, Finally, I dont think he will dilute again, maybe some sell non strategic patents?