The market knows nothing in Antwerp was important info - ie whatever interpretation Walter or the others put on it, it doesn't matter.
Anything Jeunke or Walter or Speckie found reassuring - whatever it was - it was not something of value because that would have been an SEC violation - it would HAVE to be publicly shared in a PR or filing or social media to be true and legal.
Anyone that thinks what he said on March 1 was no longer the case 6 weeks later in Antwerp is mistaken. The crowd here responds with 'blah, blah blah' but the market knows better. The market knows and has known for some time that the cult is just flat out wrong in their denial. That's why I focus on the newcomers. They are more open to the truth.
THIS is the latest and the market KNOWS that it means NOTHING big will happen at ASM and nothing big is coming anytime soon thereafter. Anyone that thinks reliability and scalability are not holding back deals or even a transceiver company wanting to make a demo - needs to rethink things.
March 1, 2024:
"Although closing agreements are a long and deliberate process, we are encouraged by these positive discussions and momentum from potential customers for our innovative device platform and licensing our technologies. In our conversations with potential customers, the biggest points are not performance related. They know our polymers are fast, low power and in a smaller footprint. They are asking to see more reliability data and the ability to produce at scale, as well as to ensure that we can sustain a long-term partnership.
"To that end, we continue to provide more reliability data and have accelerated this with our facilities expansion in 2023. We are actively working with foundries that supply 200mm silicon wafers so that we can showcase the ability to scale in volume.
Don't you wonder what "more reliability data" means? He doesn't want to tell us what that is or he would have.
This is many months off still, if ever. This isn't "guessing". This the logical deduction from measuring what they say vs what they have done
Market Data 
Markets 
AI
