I’m looking at this with fresh eyes. I do have a couple questions so hopefully someone here may have some answers.
1.How long will it take for them to adapt the newly acquired fab to their tech?
2. How many iterations should we expect before the reliability issues are sorted?
3. Once reliability issues have been addressed should we still be budgeting for 10,000 hours qualification or is this a mute point once they announce that reliability has been resolved?
4. Will the newly acquired fab be economical in relation to other other applications should the desired outcome for GAN not be achieved?
Apologies if these seem like noob questions, just starting to take a look at this company now.
Until the reliability and third party qualification issues are addressed I unfortunately see some further downside from here.
On my watch list but not buying just yet. I do however see great potential for this company should reliability be sorted.
BLG Price at posting:
3.1¢ Sentiment: None Disclosure: Not Held
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