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Message: Re: Reality Check and the SP
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Sep 04, 2014 11:01AM
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Sep 04, 2014 11:18AM
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Sep 04, 2014 11:24AM
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Sep 04, 2014 11:28AM
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Sep 04, 2014 11:39AM

Several good answers here to my question regarding revenue in 2014! Thank you, folks!

To summarize:

  • We do have a PET/PDK delay, but it is not all that bad, because the PDK will come out at 40 nm, which is a considerable advantage over 100 nm PET and a huge advantage over silicon.
  • As company representatives said, there are a couple of tasks they are working on for customers (military or commercial), but aside from the mere existence of these tasks we don't know anything about them, including their commercial conditions, e.g. when and how much money is to be paid.

So there might indeed be revenue in 2014, but we don't know for sure. I think it is even possible that due do silence such revenue would not be announced and we'll find it in the financial statement only.

Anyway, in 2015 we can expect a lot of interest in and a lot of revenue by the PET/PDK. Exciting times!


Sep 04, 2014 03:39PM
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Sep 04, 2014 08:15PM
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