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Re: peafunke post# 236131

Sunday, 05/24/2026 12:29:51 PM

Sunday, May 24, 2026 12:29:51 PM

Post# of 236507
One for you and one against you. The one for you is pointing out the word AND. I had heard it as OR and that was the basis for my original analysis.

However, my skepticism on the true timeline and significance of the delay does remain because of all of the things I have mentioned. How do you interpret the softening of his expectations that I pointed out this morning? Are you able to see that? And it certainly sounds like he is just hoping now for devices by the end of Q3 since he used that same terminology for Q2.

The “against you” point is your 12 to 18 months timeline. The 18 months is the total for all three stages. Check the slides. They have been consistent on that. That begins in July of THIS YEAR if I’m not mistaken. So this has gone slower than projected and this three or four months delay is adding to that.

But so what if it all happens eventually? That’s why I haven’t lost all Hope but there is a window here potentially that is closing.

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