This is fairly old info, from 2010, when expectations from PACB were much higher. Some were even speculating that PACB may place as many as 100 machines within 18 months. As best as I can back-calculate from their recent 10-Qs, PACB is currently selling around 7 machines/quarter, a far cry from the initial expectations. With a cash burn rate of around $20M/quarter, they need to be selling at least 20/quarter within 2 years to remain viable without massive financial infusions. Am I completely missing something? This is an honest question, just trying to figure out how difficult the road ahead is.
"Some were speculating" One of those catch-all phrases with zero substance. The prediction of 100/18mos= 5.5 units/mo or ~16/qtr. PACB does seem to be running at ~ 7/ qtr. I guess the "Some" were wrong about the current market size.
My takeaway from that article of May 2010 is that the machines due out in 2014 look to be just what the doctor ordered- FASTER, CHEAPER,Higher Yield, etc---all the Good Things one wants to see in a Technology race. It is rare to get insight into a company's future tech---they don't want to tip their hand to the competition. Maybe, just maybe, PACB has given us a peek at tomorrow --today.