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Wednesday, November 29, 2023 6:05:19 PM
your missing the point KCC made, here
The SOM figures represent the 4x200G PIC chips for 800G and 1.6T pluggable transceivers.
If the May deal was with Polariton, it would not be accounted for in those projections since Polariton is not currently making modulator PIC chips that go inside pluggable transceivers.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173323348
and my reply
KCC, EXACTLY!!! and teddy bear has been working his deceptions hard trying to get everyone to believe it's Polarition, we've discussed this before, what facts we do know about the 1st deal surrounding its negotiations would actually suggest it's more likely NOT Polariton
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173323652
and KCC even elaborated more for you here
The May deal was not fake or used to placate shareholders.
It took months to negotiate and supposedly a lot of time was spent negotiating making sure it was priced right and can be used as a template for future licensing opportunities. This isn’t hearsay, this is commentary from someone who had a discussion with Lebby about it in person recently. And no, not at the PECC conference.
It’s probably safe to assume the deal was executed around the time the end user finalized their own designs that necessitated the material, and the time that has passed since May was waiting on delivery of the wafers with said designs.
In October the material was delivered. Now, it needs to be processed with wafers/die, manufactured, packaged, sold, and shipped. It takes time.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173323540
don't let teddybear the known mega- liar & deceiver get you believing his gibberish!!
The SOM figures represent the 4x200G PIC chips for 800G and 1.6T pluggable transceivers.
If the May deal was with Polariton, it would not be accounted for in those projections since Polariton is not currently making modulator PIC chips that go inside pluggable transceivers.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173323348
and my reply
KCC, EXACTLY!!! and teddy bear has been working his deceptions hard trying to get everyone to believe it's Polarition, we've discussed this before, what facts we do know about the 1st deal surrounding its negotiations would actually suggest it's more likely NOT Polariton
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173323652
and KCC even elaborated more for you here
The May deal was not fake or used to placate shareholders.
It took months to negotiate and supposedly a lot of time was spent negotiating making sure it was priced right and can be used as a template for future licensing opportunities. This isn’t hearsay, this is commentary from someone who had a discussion with Lebby about it in person recently. And no, not at the PECC conference.
It’s probably safe to assume the deal was executed around the time the end user finalized their own designs that necessitated the material, and the time that has passed since May was waiting on delivery of the wafers with said designs.
In October the material was delivered. Now, it needs to be processed with wafers/die, manufactured, packaged, sold, and shipped. It takes time.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173323540
don't let teddybear the known mega- liar & deceiver get you believing his gibberish!!
Bullish
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