I would guess Corning has their version of a solution. They don't want to lose market share, given their incredible success over the past decade, but they will if they don't continue to innovate.

UNXL has the opportunity to carve out a nice niche. The timing to market looks to be perfect. The 18 new design wins would further that point for the move away from ITO.

Production is mostly slated to start this quarter and ramp into Q4.

Q2 numbers should be more of the same, for the most part. However, I would expect management to lay out the timing of Q3 and Q4.

The silence is deafening. That should change, hopefully, this summer.