Am I getting tired of waiting and how can you remain so optimistic?
The waiting has been a killer for all of us.
But you ask yourself a basic question…If I did not own would I buy right now,
Rational:
The dielectric platform is a much more predictable technology to produce as the level of development required is a small fraction of the complex GaAs epi stack. I believe the timelines are very achievable and based on the progress in the development of their designs. The product roadmap now is solid and I believe they will be making deals (or have made deals) with many large companies based on dielectric integration. Volume plus profit margin is in my opinion going to ramp up very quickly as will the share price.
The right people are quickly being placed to make this happen.
Yes the waiting is a killer but the rewards are going to be that much sweeter in the end.
Take care all.