Thursday, May 17, 2018 10:33:45 PM
I think people are overreacting some on the Q & A.
My .02
My personal belief is Dr. Lebby is so focussed on the science side (which is what matters now) that the financial side doesn’t seem as important. It is. We know it is and have seen genius that get focused on one thing to the perception of ignorance on another. Dr. Lebby is NOT ignorant on the financial side. He just knows it doesn’t matter until we lock down the final parameters (optimizing everything perfectly). We all know it, but we all really know that what ultimately matters is the science. He is LASER focused on getting to the finish line on the science side. And he will (and we will) ... and soon enough.
Could the Q & A been better handled. Sure. Does it matter right now. Nope. Not now. I heard there will be a serious focus on that later. I can wait, others can fuss if they want to. It’s a free country. I have waited 11 years. A few more months is nothing to me and that’s personally, realistically what I think we might be looking at. Maybe less. Maybe more.
I asked. It will be PR’d when this is accomplished and devices are sent for customer evaluation. We won’t have to guess.
It will also be white papered. So those that want to rail on this. When it is optimized, it will be white papered. Then certain individuals here won’t have anything else to ... well never mind.
The beginning and end game are the same. Finish getting ALL of the parameters optimized. That’s the driver.
I also hear how there will be a significant symbiosis with our material being spun on Lithium Niobate and Silicon photonics. Who will take advantage of that first. It sure will be interesting to see... Nobody is really talking about this. Yes we will make our own stuff, but we will make others stuff better too. That day is coming.
Also heard in conversation we had some special guests from outsiders in the shareholder meeting today. Very, very interesting. Sitting in the front row. Think very big company... ask why a prospective customer would travel to a shareholder meeting. No really. Just think on that. I need to go scrub my Face and go to bed. I think I will read a book before calling it a day.
People can complain about Q and A but as someone else says, it’s the science that matters. We heard ‘very close’ today so I agree with Stock62’s assessment that we are probably just a few months away. I will be buying at every opportunity I get. Believe it or not, I could care.
Best to the longs, our patience will be handsomely rewarded. I believe it more than ever.
F2
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