Saturday, December 21, 2024 9:40:06 AM
Noone here sees it because you are all incredibly stubborn. Willful ignorance
Some things are too incongruent to ignore. For me the $5.2 million in cash bonuses was one of those things. There are many more, but that was the first thing I saw.
A huge one that explains everything going on hereis the very fact that the company has never said that they have gotten a 4 x 200 PIC to work
But it seems all of you here want to ignore that fact.
You can’t be “in qualification” until you have one that works.Yet no one here can explain or has even tried to explain why the company has never announced a working 4x200 PIC
All this conjecture about Dr. Lebby amd a difference of opinion assumes one is ready or is nearly ready and the company has been working with transceiver companies on applications of the 4 x 200 when both of those assumptions have very weak evidence.
But dreamers dream. It’s bizarre how this cult mindset takes over. It’s as if you all are afraid to face facts.
You all just hope it’s under an NDA but don’t realize the PIC development is pre-transceiver. This is what they do in their lab and then they try to replicate with a foundry that’s how it worked with the single lane 200 GPBS and what happened? They broadcast it with great pride in PRs and interviews and the filings. There was no NDA keeping them quiet about that.
There is no reason to think that the four lane which Dr. Lebby said at ASM it’s coming would be treated any differently. You would see articles all over the place. It would be 10 times more significant than a single lane.
And yet the board here acts as though that step has already happened and the company’s way beyond it. Obviously it hasn’t. And obviously the reason would be the technology is extremely complicated and it’s a lot to expect a very small working team to succeed at it.
Ask yourself what if they weren’t having much success with the PIC? Once you allow yourself to consider that possibility seriously everything else falls into place. It explains why Dr. Lebby is still excited about the science, but was forced out. It explains why the company has never announced a partnership to create even a demo transceiver with any transceiver company. It explains why the resignation letter didn’t even mention PIC work but instead talked about new avenues.
Those last three realities are very hard to explain any other way. It seems everyone here is trying really hard too though.
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