Suckerfish: I think somewhere in the past we heard the NRE revenue could put the share price at 8 by the end of 2016. Cant remember where that came from maybe someone else can post the comment, I think it was from Suresh
Don't know if that's what you are referring to, but it was Mike White who suggested a fair share price of $8 based on the VCSEL transceiver alone, see https://rainerklute.wordpress.com/2015/11/22/roadshow-fruehstuck-in-frankfurt/.