Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: Unfortunate timing

The announcment that Dr. Taylor will be honoured at the EC just happened to fall within the timeline when the completion of PET could also be reasonably expected, even possibly some JVs, etc.

With the inclusion of our CEO in the EC presentation as well, it was only logical to expect that it would be the ideal venue to show the world that we've crossed the Rubicon and are now on the side where monitization resides with a marketable product firmly in hand.

It seemed that a perfect storm was brewing. I remember the discussions on this board and the debate was primarily about when the NR would come, would there be a trade halt during the EC presentation, etc. In other words, the expectations were high, and reasonably so. All the pieces seemed to fit and it only made sense that management would take full advantage of it.

In hindsight this was an unfortunate quirk of timing, obviously the NRs are not ready for release yet, I trust they will come in due course and the market will respond accordingly. For the moment however we're taking some punishment for expectations, reasonable or not, but however unmet.


Apr 29, 2014 03:44PM
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