I was referring to the licencing opportunities other than the Polariton agreement, which all indications are will be very low volume. All he says is they have hosted some meetings...no indication of whether those are still ongoing even..
Full wafer poling - you said "they do wafer scale poling today". Are you Dr Lebby now? Why are YOU telling us things that cannot be verified instead of Dr Lebby saying it. "No issue wlith poling" could have been specific to poling individual modulators. That's not full wafer poling. Here's a reminder of what he said nearly a year ago:
Further, we are advancing our poling techniques and processes toward full wafer poling. We are evaluating partners for wafer-based fully automated poling that will be ideal for high-volume production.
He has not yet addressed either objective to succeed at full wafer poling or getting a partner for automated poling.
Re ALD and PDK qualification - again, are you Dr Lebby? Why doesn't he follow up on what he said last December? A reminder:
In 2022 we started working with Atomic Layer Deposition (ALD) for chip-scale packaging, and this type of packaging can be completed using foundry 'back-end' (foundry term for the preparation of chips for packaging) PDKs.
Again, he hasn't told us if that objective has been met yet.
DO you see the pattern here KCC? You act as if you don't, but you know only an idiot can't see it: Dr Lebby raises shareholder expectations by introducing a technical issue - 3 that my post mentioned:
1. Full Wafer scale poling, with a partner as a step toward scaleability 2. ALD process to enable completion of product 3. Qualification of PDKs to enable potential customer trials
And then he doesn't follow up on the issue - barely mentioning them over long periods of time.
That's not how it should be - especially when we are talking about technology that the average shareholder doesn't understand. The least that he could do is identify the major hurdles and issues and then follow up on the progress or lack thereof in overcoming them.
Again, the lack of information re progress IMO is a pretty clear sign to me they must still be working on each of those issues.