Agree P - I'm only guessing
in my mind the use case / application has changed significantly to a market application worth many many big dollars for 'switch only memory' and all the benefits that brings clearing the data bottleneck in new and existng applications
it may very well be a bigger dollar value 'heist' now than even JD suspected
20nm success is key and there may be a few more 'tweaks required ...that's all I'm saying
first to admit its my opinion only - could well prove me wrong
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