4DS - Anything but Charting, page-19557

The management’s form really hasn’t changed at all since the imec collaboration commenced.

We have always been in an information and update vacuum.
There have been delays before that were totally glossed over.

nothing has changed other than investor expectations.

I still can’t work out why suddenly people think the tech is a dud?!
I fully understand the frustrations at the board and communication… and at the 3 month delay when we were told there wouldn’t be one (not to mention the fact that it’s actually a 6 month delay compared to the aim of completing the megabit chip by the end of 2021).

but why suddenly is the tech thought to be crap?
Sure, there’s an etching issue that needs to be resolved…
the rest of the tech has only got better other than a potential minor degradation of endurance that is only present due to the significant increase in read speed.

I also struggle to understand quite how negative the statement about the SCM market has been taken.