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Re: tedpeele post# 158165

Monday, 09/18/2023 11:36:01 AM

Monday, September 18, 2023 11:36:01 AM

Post# of 195886
A highly thought out analysis. Well done and thank you for your in-depth reply. I estimate I’m tracking with your scores about 95% in agreement.

Some ambiguity and mystery remain, and yet still could get resolved within 30-60 days.

For me, the potential is enormous. Lebby is a professional and has significant credibility within the industry. However, I agree with your assessment of how things were presented in the 2023 ASM. Important topics were skipped over and lacked transparency and this has a history with the company.

I’m not buying the five leads, seven foundries, and all that overstated nonsense. Commercialization, for me, depends on qualifying for a single customer.

If Perkinamine can qualify for a single slot application, it is a major, and I can’t stress enough a MAJOR proof of concept for the entire industry. A single product performing without a driver and exceptionally high speed will get the industry’s attention. However, it does require a single, solitary design win somewhere, with someone.
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