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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Message: Re: Initial THoughts on Customer Presentation re AOC

I have to agree.

I chided Rainer last week on his constant use of the term 'buying opportunities' whenever the shareprice tanks, but I don't see this presentation as being negative. When I read slide 12 I read it as the AOC is done, here's our results, and by 2018 (which is only 1 year and a few months), we're going to rock the world. I agree that SCM takes time and a change this big would take time.

The public offering on the other hand... well, that's cringe worthy.

I guess it's a good buying opportunity.

Leth-

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