All he did was look at a wafer wholesaling website and then start regurgitating wafer types and prices to baffle us with his brilliance and assert his intellectual dominance upon us.
All that matters to us is 'Gallium Nitride on Silicon'. If through the cREO production process these GaN wafers prove to be superior to the rest and can be produced at a lower cost - IQE / Silex will do very, very well.
Only Moosey and God know what germanium spectrolab cells from Mildura have to do with IQE, cREO and GaN???
Knowing the costs of current wafers in the market gives IQE and us an indication of what the GaN products might be able to be sold for and don't let anyone tell you any different.
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