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Message: Re: Not knocking on the semi industry's door
1
Nov 01, 2014 09:39AM
5
Nov 01, 2014 12:37PM

At some point I hope, they will announce they have accomplished a prototype that can be replicated in a fab with sufficient yield for profitability. The third parties will then make themselves and their projects known. Somebody has to be first, who knows at what node, then the price will follow rapidly. Right now, there is a show me effect on stock price keeping it down. Yield killed GTAT in spite of 8 buy ratings. High multiples of where we are today can still be cheap.

5
Nov 01, 2014 06:49PM
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