"GaAs is not dead. That was never implied. It is in hibernation for now but the bipolar switch that can put it back on track is still on the table once a partner is found."

To be fair, let's put it this way, the way most viewed GaAs 30 hours ago and the way it is viewed now is dramatically different.  The value of this company rests in the DL BB stuff, and hopefully they deliver on that.  The GaAs is a potential grand slam, but I doubt the market will value it at more than a few pennies until we get that partner, then, depending on who that partner is.