Ann: Appendix 3Y - David McAuliffe, page-58

The thing is that if Ting and Dave and Howard are to be believed we are still UNIQUE.
No one is or has previously been where this tech is. Optain was mentioned again at the AGM, all with a disparaging, " we all know where that ended up"
It is still bleeding edge Dazz, no one is on the same course as 4DS, hard to believe but apparently true. This is why IMEC have employed so much more into this project because it is a game changer.
Ting spoke of the Aircondioning and fridge type chips being simpler and cheaper and that more companies are serving this field and haven't gone to where Optain failed because Optain failed to live up to its hype. 4 DS have apparently bridged the problem with PCMO and are now stacking so Optain is in the rear view mirror of history.
So no we are not being challenged it seems we are UNIQUELY positioning ourselves.
with respect.
cheers