Just watched the presso. If I was still a shareholder I'd be super happy.
aside from peter saying "umm" a lot (I hate that), he is speaking to the audience as if 4DS tech (and specifically 20nm) is a sure thing. He's not saying "if or when"
IMO you would not come out and present here and give false information or false confirmation.
For those saying, it's unfortunate nothing new was mentioned, I'd say read between the lines. There was way more meaning and clarity and assurance, in the things that weren't said.
To me, that is nothing but good news.
Just IMO - A concreter who doesn't know chips, but knows stuff.
Ann: 4DS Memory presenting at Semiconductor Australia 2024, page-29
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