One for you and one against you. The one for you is pointing out the word AND. I had heard it as OR and that was the basis for my original analysis.
However, my skepticism on the true timeline and significance of the delay does remain because of all of the things I have mentioned. How do you interpret the softening of his expectations that I pointed out this morning? Are you able to see that? And it certainly sounds like he is just hoping now for devices by the end of Q3 since he used that same terminology for Q2.
The “against you” point is your 12 to 18 months timeline. The 18 months is the total for all three stages. Check the slides. They have been consistent on that. That begins in July of THIS YEAR if I’m not mistaken. So this has gone slower than projected and this three or four months delay is adding to that.
But so what if it all happens eventually? That’s why I haven’t lost all Hope but there is a window here potentially that is closing.
I very much appreciate company reps and bro outlining any sort of timelines and updates during Stage 3. But also the fact that they are involved with such big companies through PDK availability and perfecting the mass production cycle… is huge. Of course there will be little tweaks and updates required. That’s what Stage 3 is about. There is no red flag. That’s just trying to throw drama on an outlined process. They weren’t kicked out. Tbere was no ‘we found an errors’ etc. The industry is going through a transformation and trying to A) keep up with existing demand and B) trying to implement and validate new technology is sure to bring some congestion. No reason to go back and forth on this crap. I’m looking forward to when they announce Stage 4…. GLTA
The term "red flag" is widely considered the most overused and diluted phrase in modern history.
I didn't read the post but like I said yesterday if you turned 1 million do 2 million in a month Ted would say that you could have done better, and yet his history has no sign of ever saying somewhere that he made a return anywhere near what this is doing, and the post would have to detail the investment before the run occurred, that he no doubt will claim to have participated in.
Kind of funny that this bot has so many chasing their tails here.
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