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Thursday, 05/16/2019 6:00:34 PM

Thursday, May 16, 2019 6:00:34 PM

Post# of 204952
From the meeting:

First timer - very enjoyable. There's a lot of value to actually being there and being able to engage these folks.

I'm going to keep most of what was discussed to myself, but regarding the ongoing testing as there seems to be some confusion:

Got the feeling the industry wants to see data on the new goo announced in February, which is why they're back to testing these things for the 2k and 5k hours. There's a slide in the presentation that explains why (it's way better).

How they do that is (in simple terms), they place 30/40 of these modulators under extreme conditions, and literally measure what happens to them on a daily / weekly basis. 5k hours (208 days) under this kind of duress is equal to like 20 years in a data center

This testing is being done as we speak. If you do the math - 2000 hours is 83 days. Announcement of new goo was 77 days ago. When this is finished it's probably your next press release as this is what the industry wants to see. Polymer modulators in the past had a history of breaking down under these conditions - need to show that ours are stable.


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