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Friday, 11/25/2022 2:19:08 PM

Friday, November 25, 2022 2:19:08 PM

Post# of 132258
My favorite slide "Commercialization with timing" from the shareholder meeting last May and my commentary below.



(1) "Proof of concept prototypes with fabrication from silicon foundries" are expected by the end of this year (in the next five weeks).
Proof of concept prototypes, also called the alpha version.

(2) "Engineering samples using silicon foundry fabrication" are expected in the current window from now until June 30, 2023.
From wikipedia:
"Engineering samples are the beta versions of integrated circuits that are meant to be used for compatibility qualification or as demonstrators.[1] They are usually loaned to OEM manufacturers prior to the chip's commercial release to allow product development or display. Engineering samples are usually handed out under a non-disclosure agreement or another type of confidentiality agreement."
https://en.wikipedia.org/wiki/Engineering_sample

It seems reasonable to expect the partners to remain unnamed under NDA until the beta evaluation is complete. We all know what comes after beta versions. It is full scale manufacturing and commercialization starting with signed licensing and tech transfer agreements.

(3) "Licensing/supply agreement" is expected anytime from now until June 30, 2023.

(4) "Technology Transfer definition and qualification" is expected anytime between January 1, 2023 until June 30, 2023.

This company provided timeline is the only timeline. All of us long term investors should not give a second thought to how people on a message board feel. How someone feels does not change the facts. Just investigate the industry, competition, and the company to come to the right conclusion. This is a great short term investment opportunity with a time horizon of six months. This is a once in a lifetime opportunity with a time horizon of three years.
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