Besides these literature, there is nothing to give clarity. They need to prove that they have workable/sellable cutting edge technologies and a acute business sense ie they need to make money. But they need time. They have to prove they are the best.
But what happen if they are able to excute. Then it will not be 40c+, will it be $1 , $5 ? I do not know.
The ideal of a technology that replace the optical camera in a smartphone excits me. The ideal of a car windscreen that have the functions of a F 35 fighter helmet excits me too. What is the TAM then ? It will be madness.
This coy needs lots of conviction and a little patience. Hopefully there will be good news in their first Q report early next year.
I have placed my bet.
Huat Ahhhhhhhhhh
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