Tiwari’s tease that Travis thought was Thin Film, but Howard said “No”Tiwari is teasing this one anew, but when I read to the bottom of the commentary of the March 2015 article that Travis wrote, apparently no one figured out which company was being teased? I looked on the Teaser Tracking Grid but I never found the entry for that article. Does anyone have an update? At this point we would have a little more history perhaps to offer clarification?
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Will have to check and see if the specifics of the ad have changed. I suspect that Xerox is at least one of the companies he’s teasing, but from my recollection he said there were some smaller ones in his report. It’s likely that the “special report” isn’t changed much, those are often much more marketing constructs than they are “my hot new idea” publications.