Yes, I agree. It all depends on what happens next. Do they have more customers at the ready for more product? I think it's clear the product is sound since it is being used by Hewlett-Packard, so that solves many issues they had with INTOUCH. That was a much bigger unknown.

And since they have a plan to increase yields to 20%+, that bodes well, but again, the proof is in the pudding.

In the short term we are at the mercy of the supply and demand skew due to the financing details.