I know this is not going to be a popular message, but I am in the 2018 camp. I think 2017 will see some growth, but I also see lots of headwinds. We have a lot of paper to churn once this starts moving, especailly as it gets closer to $1. I think the break out year happens in 2018 after the Prototypes for the AOC have had time to go thru optimization cycles and the orders start to roll in. Now I will say I anticipate 2017 to get us back in the .80-$1.50 range depending on DL sales/revenue and any NRE which may show up. The laid out pretty specifically in the NR that we have lots of steps to get thru on the AOC before we are selling anything Poet, and that it will take till 2018, and that is barring any further delays. So trying to be realistic, this has and will continue to be a longer term play in my mind with its ups and downs.
Would love to see some surprises, but am not looking for it anymore.
BCD
