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Re: prototype_101 post# 191086

Tuesday, 05/21/2024 9:07:03 PM

Tuesday, May 21, 2024 9:07:03 PM

Post# of 236168
“Dr Lebby told investors long ago that the Specialty Foundries were more nimble and that the larger Foundries were more rigid . . . “

I can vouch for this as articulated by Lebby. He did say this or something similar.

In fact, I concluded that the first actual product would be achieved with the smaller, more flexible foundry and that it would be a pluggable device (per Andy of Arista).

If they have achieved a semblance of reliable production in a small foundry, and are able to produce a pluggable transceiver, then they are certainly on the path of real commercialization.

I remain, as ever, a Missourian - the Show Me state.

I recommend everyone in attendance tomorrow to be guarded and skeptical. Expect to see proof beyond appearances.

Do not be manipulated and played for a naïve retail investor. Take off your rose colored glasses. Seek hard evidence. Not larger spaces and more employees who have been ‘coached up’ to talk a good game to the shareholders.


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