Here's why my views are credibility here, and newcomers would do themselves a big favor if they read the Top 3 Red Flags sticky and look at the facts themselves, instead of listening to those here who are desperate to try and descredit me.:
1. I was the first to say the "kitchen recipe" problems Dr Lebby kept mentioning into the fall suggested no PDK by year end, as almost everyone was expecting.
2. My 23 red flags was considered credible enough by Walter who went over them on a one on one with Dr Lebby!
3. Some were taunting me about my doubts regarding scalability last fall..saying it was a no brainer that scalability to high volume was already proved out. All Dr Lebby said about it in this year's ASM was they are "more comfortable" with scalability now than they were last year. .
4. After the annual letter came out I immediate said that it showed or implied that there was no completed PDK and they were not on track, as the letter claimed. Proto insisted there were 5 completed PDKs for months on end. He finally stopped saying that and changed it to "virtually complete". We also know they were NOT "on-track" to meet their goals.
5. I said last fall their first commercial agreement would be with Polariton and people would think it was better than it would end up being. Nailed it.
6. I said after ASM we wouldn't be seeing any deals in the coming months and people would then begin to figure out that they had been duped about the commercial deal status and the price would drop in response. Lo and behold, that's exactly what is NOW happening.
Sounds pretty credible to me. Contrast that to all the pie-in-the-sky beliefs shared by most on this board over the last year. No contest.
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