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Re: StevenDice post# 225482

Monday, 11/10/2025 9:15:37 AM

Monday, November 10, 2025 9:15:37 AM

Post# of 232328
While that prospect is titillating, I don't have faith in the 6-12 month prospects for plasmonic modulators.

See my post to Fruno yesterday where I flesh out my negative attitude re announcements that have to do with Polariton.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176921898

Fruno didn't respond. They never do.

I want to see industry validation that gives us realistic hope for possible commercialization in 6-12 months.

Indications from top analyst MarkL are that Coherent is not convinced they should put resources into polymers -- and I believe the hire from Coherent was a reaction to their disinterest, and a wise move for possibly winning them over in the future. So we see the company going to the far east instead of here, When the world's largest transceiver company turns you down and you have to learn to speak Chinese, it's just not a good sign of industry interest in using perkanimine with existing modulator technology.

Anything other than that, and I remain agnostic.

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