blah, blah, blah, blah, delays, issues, blah, blah, blah, blah, blah.

Now, "blah" in the above, equals good, great and/or incredible, to the limited extent I can understand. Also, my hearing is not particularly good, and much of the "blahs" were not heard in a specific way, but in a general, but incredibly positive way. I was very, very impressed with all the "blahs!"

I have no way of evaluating the delays and issues, other than to say, management appears confident that they will get it done. If there is any thought given to providing a transcript of the call (pretty long!), I think the only part of interest to me is the part about issues and delay (the rest is just so good, I don't need to see it). I certainly did get the message that we'd hear a lot more detail on the progress of the VCSEL and integrated circuit in late November.

If we can get by the issues, with not too long a delay, well, wow!

We also were fortunate in that this is a recently written presentation to be given during the roadshow, so, by fortune, we apparently were the beta testers, though I doubt that was the original plan.

The presentation also added to my sense that we already have done enough to more than justify our market cap.

Our management does not fool around, like I said a while back, Suresh is as serious as a heart attack. They are out to make the kind of mark in the world as we all have been hoping all along.