We are now just about 2 full months out from hearing anything from the company. I went back to check and that's the longest period until the gap that took place from Aug 27 - Dec 29, 2016 when the company had their head down, working on the first prototype. That Dec. release is what demonstrated to each the 'potential' by demonstrating 10 Gbps in a device. I think this last big gap in time is all part of perfecting the prototype at 50 Gbps in conjunction with customer evaluations that will result in our first partnership/and or customers.
Having a little time off today got me to thinking how hard it was to wait until that breakthrough announcement. It was tough! The company said they hoped to have that achievement but we didn't know for 4 months whether they could do it or not. There was a lot of fear and anxiety until it was first demonstrated right at the end of the year.
I think we are in a similar process now. Doing what needs to be done to tweak devices to get it ready for commercialization and sampling is a head down/quiet period. Will they land a partnership? Most believe so. Will they subcontract devices to customers that want to use them? Again, most believe so, but in the interim it is incredibly quiet.
In theory, we are likely 3 months from the ASM if it holds to form from the past few years. Does that mean another month or two of quiet while the move takes place from Delaware to Colorado to consolidate everything. I imagine yes... yet the last time they were quiet for long, it resulted in the release that began to change this company's fortunes. I think we are in the middle of that again. I again am realizing how hard it is to wait. Have a good Friday longs,
F2
