Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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It seems to that if revenues are expected at end of the year and into 2015 that alone should reduce a lot of the risk factor. I suppose customers might still by a product that does not work or PC is not being truthful but that seems unlikely to me.
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