RE:RE:Rollback?
I think they are going to hold off as long as they can, why bother with the massive raise they just did (and also management bought a lot of) and setting up the potential loan. If rollback was right around the corner management would have bought into the first financing after it, not the last one right before it. Will it come to that? Definitely if they dont see a nice uptick in revenue soon, and I think also in the cards as soon as they do start seeing higher revenues. We are cashed up for 3 quarters (and more with loan against patents) at no revenue increase, but if we see continued ramp up at same rate as between last quarter and the one before it, we will be good for closer to 4. I'm guessing we are going to make it by the skin of our teeth and once we have 2.5 or 3 million revenue a quarter (with the bump in SP it will bring) management will take the opportunity to do the rollback.
No question this is a risky stock but if 400GBE is really starting to happen, we offer considerably more savings vs 400GBE fiber than vs 100GBE. Also makes sense that companies already working with 100GBE fiber would hold off on incorporating 100GBE ACC and instead make the switch when doing an upgrade. GLTA and whichever way it goes, it shouldn't be too long for us to find out.