Exactly my point of view, sulasailor!
As I have said before, the share price will follow not before revenue starts coming in. My expectation is based on recent experience with tremendously good news without sustainable impact on the share price.
In April Peter Copetti expected first NRE revenue late 2014 or early 2015. Since the PDK has been postponed recently from the end of Q3 to the end of Q4, I am expecting revenue early 2015, not late 2014. However, since the PDK will be targeted at 40 nm instead of 100 nm, revenues will likely be higher, which will overcompensate the delay.
As sulasailor said, speculation time is over. This is the real deal. The question is no longer if, but when.
Good luck to all!
