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DanM51

05/11/23 3:38 PM

#140573 RE: chsmoke #140572

Then they need to make deals/mergers with the small guys, make some product, get some good word of mouth in the market, and build up until the big guys come around. I couldn't care less about ubiquity. If they only get a couple end-user customers, we'll all be happy.

KCCO7913

05/11/23 3:59 PM

#140580 RE: chsmoke #140572

Everyone in the industry understands the advantages of EOP. In almost all literature and corporate presentations on topics that have sections about modulation, polymers are almost always mentioned.

The two “weaknesses”/things to prove are reliability and manufacturability. And in terms of manufacturability, the Achilles heel is poling efficiency.

Reliability is excellent here. We won’t know poling efficiency until they say they can repeatedly and reliably do wafer-scale poling.

Aimless Blade

05/11/23 6:27 PM

#140599 RE: chsmoke #140572

My theory regarding the hostile takeover (I’ve been told we have a poison pill, but don’t fully understand the mechanism) is that because Lebby has opened the door to numerous entities under NDA, part of those agreements would naturally include a grace period for experimentation and confirmation of reliability/stability and a guarantee, that if they decide to go ahead and use the Perk, that they would have perpetual access to it.
What’s the point of designing it in, then getting the price jacked, or your access limited, by some big fish who wants to monopolize.
Anyone considering buying us out would have to honor these agreements and pony up bigly to get into a business they are not in.
They are better taking the advancements Perkinamine polymers offer and get to work doing with it what they do best-innovation and mass producing the next generation of devices and systems.
I mean, did Intel, IBM or TSMC ever try to corner the market on silicon itself?