RE:RE:RE:RE:RE:year endI think what gives is they have a few more optimization cycles to go, then they do an alpha test frame work and run the tests, then they build their beta test prototype and run the tests, then they build the engineed transciever prototype and run the tests, then they ship the engineered prototype to potentail customers and they run their tests, then they make the NRE changes the porential customers want, send them back and run the tests, then they sign an agreement to purchase and they start to manufacture the transciever in earnest. That's a lot to get done in 12-15 months.....
wintersun10 wrote: either they were wildly optimistic before they made the improvements or they are now buying themselves some time by leaving the target date where it was. or worst case they pivot again at the end of 2018. time will tell.....regardless financing is in POETs future...
ark88 wrote:
the delays in the development of the optical engine was satisfactorily explained with the wafer supply issues. It has been since explained that the epitaxial cycle times have been reduced to matter of weeks. So, how do we square this with the latest statements that the AOC revenues will occur in late 2018. That's potentially a lot of epitaxial growth cycles. What gives?