rbg5r, because there are manufacturers already providing product in this market space it may take a while for UNXL to introduce their product into the market. You're right, though, UNXL was not forthcoming about this hurdle to their investors. Because UNXL isn't already manufacturing a product they may not be as competitive, in the beginning, as the other manufacturers and this may be another hurdle for them to overcome. This is a highly competitive market and a very fast paced industry sector.
I fear for rbg5r because his broken record message is still not getting through, because he could not produce a single PO for any Dell or Intel supplier, even those that have been supplying for more than a few months.
Corps don't publish such detail, and rbg5r wants to make that sound like a big conspiracy in this case.
reed very specifically said on the feb call he wouldn't pr receipt of the po from dell; i suspect it's due to a confidentiallity agreement; rickey ricardo knows that; i've posted it at least 2x in response to this rants
bottom line you can buy now in the 20s based on your dd that the orders and revs will come or you can wait for confirmation of the orders which will most likely surface when q3 earnings are released around halloween and then you can buy from 60-80