Commercially ready: I have the goods and ready to sell them
"much closer to commercialization" in the context of their work with Foundries (that was the context) means the tech isn't done, so they don't have products ready to sell. And we KNOW the tech isn't done - lots of back-end work. KCC's long recent post agrees with me on that.
The two phrases by Dr Lebby are contradictory if they are both referring to foundry work. That's why I said he must be referring to piece-meal work with Polariton when he says they are "commercially ready".
FACT: They aren't ready for commercialization of foundry-produced products .IMO they aren't even close. Not scalable. Dr Lebby said they are "more comfortable" with scalablity than last year. Funny how he only wanted to COMPARE WITH THE PRIOR YEAR instead of giving us a status report.
That should smell fishy even to the most fervant believers here, if they are willing to be honest.
News 
Market Data 
Discover 
