Don't think I'm twisting anything. We (me included) are expecting large revenue streams from device sales at some point. The company is also expecting revenue from ".. sales of non-linear optical polymers.." and "..product development agreements". Those would be smaller revenue streams than device sales, IMO. I think it's realistic that those smaller revenue streams will start to flow before large-scale device sales.
There seem to be many on the board who expect the next PR to announce a deal (likely w/ GFS) to manufacture mass quantities of chips containing LWLG modulators that will lead to billions in revenues. I think this is unrealistic. There has to be a market first before a foundry will dedicate capacity to LWLG, even after a PDK is developed. It's more realistic that there will be an agreement with a company, or several companies, to provide design services for (greatly improved) devices that will create that demand. A design contract will be much smaller than that eventual billions that will be generated once LWLG technology becomes "ubiquitous".
Revenue from sales of polymers will also be small in comparison to device sales.
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