Ed Goes For Free Space Optics

Free space optics for processing, not interconnect, is an area which seems ripe to me from an investor’s point of view, Ed confides to his diary.

It seems a bit blue skies but it has the all-important attribute that it has never been the subject of a  hype-cycle. So, for an investor, it’s cheap.

I have put money into four potential developers of the technology and have chosen one to be my initial hype agent – not because it is the most promising technologically – but because, out of the four,  it has the most personable and articulate CEO.


That’s the one who’ll be up on stage at technical conferences, fronting videos and presenting to investors when the time comes..


In the meantime I’ve kicked off  an awareness campaign by hiring a few academics to evaluate the technology. The trick is to find guys who will take our steer on the verdict we want but have the cred of belonging to a reasonably prestigious academic institution.

Then we’ll pay one of the industry market research companies to write a ‘white paper’ saying the tech delivers 1000x the performance of silicon or whatever.

My plan is then to get my personable CEO onto the speaker schedule of a conference arranged by a financial institution and attended by financial analysts.

Following that, a day for  journos to meet the more presentable staff members who will feed the reptiles with compelling proof-of-concept cases.

A sortie to the Middle East to prospect for petro-dollar interest and attendances at events frequented by fund managers and stock brokers’ analysts will spread the word. .

By then the industry’s financial influencers should be aware of the tech and the companies  and if anyone’s ready to sniff around they’ll be coming to us to talk deals.

The aim is to get a high valuation to which we can agree to add a 0 in the press release.

And that should light the blue touch paper on the hype rocket. From there there’s no telling how high valuations will go.

 If we do this right, my four modest investments could return a pretty penny


Comments

2 comments

  1. Odd how Ed never comes to Malcolm and I for his ‘white papers’. Or maybe not 🙂

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