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: Current thoughts

The stock price, while not rocketing has enjoyed about a 25% runup since mid-April.  I  expected a modest run up from the time the concept of the DL sale was disclosed, until a point pretty close to disclosure of the buyer or other market moving news. 

Well, we are now at (or past) the time for action, I think.  So I desperately want to see some volume and price action befitting the anticipation.  If we don't get much, then I have to lean to the side that the news we get will not be the news for which we hoped.  For example, no deal, or a highly conditioned one, and/or disclosure that a few bugs are still being worked out by some of the companies doing testing on the IO.  It is difficult for me to imagine a home run of an NR without some prior and relatively dramatic market activity.

I'm not saying we can't hear great news without advance positive action in the market, but I think it reduces the likelihood of it.  I've long been skeptical of secrets staying secrets under these circumstances - from experience over the years, nothing more.

Good luck to us!

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Jun 26, 2019 11:26AM
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Jun 26, 2019 12:44PM
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Jun 26, 2019 01:02PM
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