Ted, you said: Marco, Do you REALLY think the continued lack of clarity from Dr Lebby about the PDK process is not intentional obfuscation after all this time has passed? This leads right into the second point.
and:Problem #2: Despite the enormity of what is at stake the Company continues to avoid telling investors where reliability and scalability really stand. What exactly are the issues? The company never says all problems are completely solved, but often uses forward - looking statements to lead the naive to believe that is the case: "we CAN showcase" instead of "we HAVE showcased", for example. What will it take for reliability and scalability to no longer be an impediment to a commercial deal?
Of course you went on to say ALOT more than that.
I am content as long as the technology advances step by step to have a commercial product that far outpaces the competition. If you really have listened to Dr. Lebby the progress is close to the end point with such a product to make data centers faster using less energy in the process. He has given details on testing which has looked great and already meets industry standards and has already surpassed them. Testing foundry runs continues to meet customers wanting consistency and will never actually stop even when they are manufacturing to meet sales. Testing samples is necessary to make sure a new problem don't develop.
Deals suggested in December didn't happen due to additional testing runs from all foundries involved at the request of a large customer or customers. Maybe more haggling over contract issues as well. I look at this from the frame of the newer, more advanced technology is drastically needed and no one else has offered a better one than lwlg. It is just a matter of time.
The Washington Post had an article the beginning of March and updated April 4 about the crises all over the country that Power companies are unable to meet power demands in large parts of the country due to data center usage and crypto. Some data center builds are on hold in areas where there is strong need as a result. Hyperscalers have both a practical problem of the cost of using so much power and the prospect of having to use even more modulators in transceivers to try and keep up. There is the problems of cooling increasingly dense equipment in the data centers as well as the public and governmental world concern on the CO2 emissions and climate changes from runaway power usage.
I do not see Dr. Lebby as utilizing obfuscation in order to purposely confuse and hide things. Yes, he can be overly concise and not say more to build around statements but I chalk that up to concern for saying too much due to NDAs in place and the fact development and contract exploration can be complicated and takes time. I see it as being careful not purposely deceitful.
I think you will use use obfuscation with your challenges to what he says that can be confusing as you try and lead people down a different path to suggest he is being deceitful..
When I think of your posts I think of a quote from W.C. Fields;
"if you can't dazzle them with brilliance, baffle them with bullshit."
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