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Re: Reanimator post# 195792

Friday, 07/05/2024 12:43:46 PM

Friday, July 05, 2024 12:43:46 PM

Post# of 203873
No, I don't see your point as long as you try to whittle down the success of the company down to a few words regarding dialogue around commercialization. The difference between "contract negotiations" and "continues to diligently pursue commercial material supply licensing agreements in 2024 and expects the cadence to grow in 2025 and beyond. The company focus today is on Tier 1 companies who have shown keen interest" is not that far apart. A simple mind likes simple words. I much prefer to assess the potential of contracts or agreements or whatever word describes a business relationship based on other factors as well. It comes down to a technology that outperforms anything else that is available in all of the parameters that matter and the dramatic rise in data flow that will accelerate the need to upgrade to faster lower power transceivers. Customers will be making decisions for 2025 likely starting to get into contracts in 2024 and early 2025.

Go ahead and cherry pick words but that is not a way to evaluate a company's potential. Parsing words is something you and Ted do well to try and misdirect people's thinking. Any investor needs to look at everything from the attractiveness of the technology, the market need, the cost, the ability to supply, financials, manufacturing partners, and strength of the management's technology experience to really assess prospects.
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