If I recall correctly, was it not Subash (perhaps Suresh) that stated revenue guidance would come with the Q3 earnings call? If this is true, the "earnings call" terminology typically means disclosure of financial results by way of conference call which by the way I believe is now their intended and preferred mode of communication each quarter. That being the case, I wouldn't expect financial result disclosure until further into November with end of November representing the statutory deadline.
Upon reviewing the Corporate Overview once again, I can't help but continually draw my attention to slide #6 and the "Outlook"
- Attracting customers in 2016
- Market ready product by 2017
Two observations/comments.
One, I think it's fair to say that they could suggest #1 has or is in progress by virtue of the Denselight acquisition and its customer base.
Two, and more importantly, this is what I believe we may hear at the earnings call (whenever it happens). IF, their outlook is within stated timelines, then it would likely make a whole lot of sense that by the earnings call, their engineering challenges with the VCSEL optimization would have been solved and preparations would be underway for achieving #2 as noted above.
This belief has allowed me to reset the stress and impatience meter as it should for all of us. IF this is truly their plan then, we're mere weeks away.
best regards.
HOGAN
