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Re: Lurker3 post# 173723

Sunday, 12/31/2023 4:16:25 PM

Sunday, December 31, 2023 4:16:25 PM

Post# of 202532
The problem is that the company doesn't spell out what technical metrics they need to meet with various devices and then account for them to shareholders, and even more generally no expectations have been raised re backend PDK acceptance, customer trials, or prototypes for transceivers, and even MORE generally - what kinds of deals to expect now or in the future. If we don't hear anything about any of those issues longs can say that the company is being secretive and they may have been completed long ago, thus keeping the hope alive another year.

They are putting shareholders in a position of having to simply trust that all is on schedule or nearly so - and to wait until the company announces deals and contracts that validate their accomplishments, as opposed to letting shareholders know what accomplishments are still remaining.

It's almost as if the company is giving a big F U finger to shareholders for wanting to know anything to help them gauge the progress of the company and just want us to wait for announcements of deals.

Once they completely dropped any kinds of timeliness and accountability on technical progress (ie packaging, reliability, lifetime results), - the 'dropping' being IMO officially announced at the ASM - shareholders have kind of been flapping in the wind. They made it sound like all is ready and nothing left to do at the ASM but we KNOW that isn't the case, but we don't know much more than that - which has put the company in the position of only having to account for the 7900 units by Dec 31, 2024. Some here seem to be perfectly fine with that - and they will wait without complaining until Dec 31, 2024 at which time they will accept whatever the company says and agree to wait until Dec 31, 2025.

Correct? Can longs be honest about this one, at least? Does anyone disagree with this assessment, and if so please explain why or how.

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