Ann: 4DS Technical Update, page-52

Here's my take on what we're going to see now.
There's going to be a major pull-back to the mid teens. This won't last long though.
It's my opinion that the larger tech players are really going to take note as the tech is proving to be more than just a pipe dream.

It's now a proven technology and the tweaking is done. They are no longer trying to make it better, they're now going to try and get it mounted.

The problem with the second platform lot was absolutely an "oh sh!t" error on IMEC's behalf. A failed layer prevented most, but not all of the access layer being available on the wafers for testing. With that said, the ones they could test were apparently spot-on and 4DS said "GREAT!! Let's get it mounted.."

I think the sellers today are going to be sorry tomorrow. Just my opinion..