We may not have any orders but they are coming
The waiver is near. According to the report from Cowen last night the testing of the inspection equipment is underway and when complete will be sent to Lufkin and installed. But the comment that was the most interesting was that Cowen said volume shipments should occur to several customers this qtr. I guess Dell isn't going to be the only customer buying in the 4th qtr. The next few weeks could be very interesting. The only reason the price target dropped is they moved the timing of the ramp back a little so the second half of 2014 is the big growth. I assumed that would be the big growth anyway.
This comany is on track and will blow people away in 2014. It all starts in a couple weeks or less. Less