Running discussion on SP, page-8449

I’ve written off sky water, which is the only source of customers right now. Happy to be surprised, but they don’t have the IP and are struggling themselves.

if we can an IDM to sign up, then you instantly get a customer.. but will still need to wait for qualification.

management have tipped money in at $2.40, last cap raise was at $5.00, next I suspect will be up again at those levels. Just takes one announcement.

but if I take a step back and think about what really matters in terms of commercialisation, and substantial revenues… then there is only one announcement that matters .. and that is qualification with DB hi-tek. I put this up there as more important than another fab.

the good thing about this is that it’s not an if, but a when. And we are within 6-9 months I believe.

because only then will we get those big name customers, and start the clock on meaningful revenues.