They have presented a very realistic and achieveable plan for the company.
Though the presentation today didn't seem overly necessary, it did provide an opporunity to ask a few questions and ensure all is on track.
These acquisitions and the integration of them will prove key to the future. There will undoubtedly be more such activity coming down the line. They appear to be positioning to build value and strength for a profitable end goal, whether it be buyout or taking it all the way. They will propbably have the ability to do whichever they choose.
Today's stock price drop is only relevant to someone who needs their money today. Unlike a company who is failing and the rats are fleeing the ship, this company is building and should continue to gain strength. In time many will wish they knew about these prices.
Given a winning lotto ticket, but told it couldn't be claimed for a year, I don't think many would discard it. It would be placed in the safest place possible until you were able to make the claim.
Your shares are worth much more than they are today. If GaAs is the future with decades of life....why care what the price is today or even a year from now? This should be something worth holding some % of for years.
