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13:07
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Originally posted by Darkstone:
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I'm not sure that is an entirely fair assessment in this case, while I agree with your over-all philosophy. The fantasy of a revolutionary announcement and sale was all speculation on the part of posters on this forum. The company made clear there was no sale pending. As far as their last announcement about the correctable issue, I don't know that that has been found to be wrong. Rather it reads to me that they discovered, after their announcement, from their analysis of the last lots received that by changing the material slightly they were able to get a materially significant speed improvement that would provide a significant advantage in the market place and decided to suspend the original plan and make the next platform lot a test of the new material under platform conditions. They then needed to go through this with Imec to confirm they were right in their assessment and get Imec to work out what would be involved in changing over to the new material.
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All very nice that board have clear line of sight to the vision, how about informing the shareholders a little better on what that vision is at this point, what the actual steps are to achieving that, and what gives them such certainty that they can be apathetic to 'fluctuations in day to day sp'.
(20min delay)