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Re: Paullee post# 16910

Monday, 09/14/2015 7:18:01 PM

Monday, September 14, 2015 7:18:01 PM

Post# of 190527
TWST: What is the timetable for monetizing the technology?

Mr. Zelibor: We are very comfortable where we are with our electro-optical material candidates. We are looking toward completing a proof of principle on this group of material candidates over the next several months. After that, we expect to implement them in our first-generation electro-optic polymer prototypes, which we are targeting in the first half of 2016. Ultimately, we hope to start sampling customers in the second half of 2016.

The goal that we have set for ourselves is to demonstrate modulators that have the potential to reach speeds of greater than 100 gigabits per second. We are already looking at and designing


the new timeline, isn't that pushing it out yet again, arrghh, I like the sampling customers thing though, that is new, maybe this is really the doable timeline

overall I give the interview a high mark, I feel like we got a true investor update with this interview, maybe more so than the ASM presentation
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