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: Re: Markets?
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Jun 16, 2024 08:40AM
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Jun 16, 2024 05:09PM

I don't know how the NASDAQ hurt us, though it seems to have done so. 

The lack of income that was predicted and the difficulty raising money seem to have been the crushers.

We need something that management has predicted to actually go the way they said it would and better. I remember Lisa indicating that CAI could be worth $800M in orders. Add Foxconn, Luxshare, Adva, Arista, and Superphotonics, and it seems there is plenty of opportunity to book some major orders. That will change the picture. 

Further thoughts on the management's options repricing. 

1. It would be hard to reprice them if we get a big boost in SP before it's done.

2. So, it seems greedy and, to some, undeserved. From the managers' points of view, they may feel that it's in the bag, and it is well deserved.

We'll know in a few months I suspect.

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