Judging by their website, it feels for all the world like MRS is selling the CellLIVE product. They would have have taken delivery of demo models and some stock in each of the 3 continents they are active in.
The market update, when it comes in Jun/Jul, will surely say that the revenue drought has broken.
No doubt there will be further delays with the Zeiss product so at least have good news to offset that.
I can't look at the MRS or AXT brochure and help feel upbeat.
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