LDGBFAJ: "Havent you heard the AGM Presentation and the follow up Q&A by TM. They stated that actually a lot of their customers want to see that they can go into production to the shelf or some other boutique customers like Fibertop and then they will start ordering"
Makes sense. Big fish are waiting to see that the bait is safe to eat first, so they are waiting for the small fish to take the first bites. No avalanche of sales until the big fish know that the bait is not poisoned. There is a reason those big fish got to be big fish.
"Customers have alternatives and they are risk averse as well. It’s not like they have “nothing to lose” with adopting our completely radical approach to photonics assembly. They are excited but cautious. We are trying to change how things have been done for 30 years. It will happen but it takes time."
Big Fish Thinking Process 101