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tedpeele

12/12/22 8:13 PM

#125807 RE: Fruno #125804

I’ll tell you why responses to my “concerns” are not mind-changing for me: i feel as though my rebuttal arguments as far as proximity to commercialization is concerned are just as reasonable in light of the incredible lack of definitive and known information. See my response to KCC tonight as an example of reasonable responses by me.

Im on your side. I want them to succeed and think they really are trying but I think nobody here really knows where they stand even if they have a good grasp of some aspects of the technological achievements.

I assume if Richard didnt know about their use of 100mm wafers until a few months back—something very basic, then nobody here and nobody in photonics who is discussing the tech side of things with investors knew either. That’s scary telling about how much in the dark everyone here really is. I don’t mean to offend anyone but a little humility just might be a portfolio saver.