Re: Don't kill me, as I'm just throwing this out there.

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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sulasailor

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Re: Don't kill me, as I'm just throwing this out there.

in response to

Re: Don't kill me, as I'm just throwing this out there.

disco68

posted on Feb 13, 2015 11:07AM

Disco,

My first thought was that the NR would be the trigger for NRE payments from the 3rd Party Fab. Perhaps its actually the trigger for that fab to be named (step 1) as partner/ JV with NRE payment now firmly agreed for 2HQ2 rather than expected to be Q1. (Step 2).

My second thought is that changing the timings of NRE are deiberately done to avoid any disappointment of new US UK investors coming on board. Management may have at last learned something from this board and the perceived disappointment of retail investors at not hitting the bull on these targets and in full awareness that more sophistcated investment fund managers will not be so tolerant as this board.