Thanks for your post Sula
i'm not selling at a loss, so i'm in until the end - good or bad.
I really hope there is PET development progressing in the background, but there is also the possibility that the work at BAE did not impress the potential partner who has since walked away. Its no more than a casino bet, red or black at this point in my mind. The question needs to be asked at the next CC.
Also hoping that Suresh / Subhash are able to integrate the vcsel into the tranceiver without further delays. As I stated earlier, the claims of transfering the poet process to any existing foundry seem a tad stretched to me now, given the complexity and duration of the current development at waveteks specialized GaAs foundry.
OC