"So ultimately this will have to find its way into customer's fabs."
I take that to mean that we have no customer currently in whose fabs our product resides.
Ultimately - time wise, of course, that's completely open ended.
I feel that morale has never been lower for us than it is right now (I've been around quite a few years now). Even you, FJ, seem to be somewhat resigned to at least a signficant wait for meaningful revenues.
Sula? Mono? Mono's never seen anything he/she doesn't like about the status of the company.