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Wednesday, November 23, 2016 7:41:08 AM
from last update
Slide 6
00:12:26 – We’re currently transitioning this company from a technology development company to a company focussed on commercialisation. We have in the past, with you, talked about a lab to fab to commercialisation transition. We’ve spent the past year transferring the technology from the lab to fab, we’re now heavily focussed on the commercialisation phase. The commercialisation phase includes scale up of the technology, make it more manufacturable, optimize the design, optimize the devices, get into product design, product development, cultivating customers, establishing sales channels, establishing distribution networks.
Slide 9
00:18:10 – We have made good progress in 2016 with our integrated VCSEL technology, especially as it relates to transferring the technology out of the fab and into a foundry, scaling the technology from small wafer sizes to large wafer sizes. We have, as we’ve discussed, had some issues that we’re working through. Some are related to optimization of the technology and others related to events outside of our immediate control, and we will be providing an update on our progress as part of our third quarter earnings call in late November.
https://docs.google.com/document/d/1ePv7UQtM1x-Im3Jxmi7dOUGqlyL3qvPPoj6prs09Vdg/edit#
I think the VCSEL status is the key update, and what most investors truly awaiting, a successful completion of an optimized VCSEL means POETF would be commercial ready with a next-gen device, and I think this would send the pps much higher
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