I agree with you. If anything I think its an odd thing for Peter to be disclosing to shareholders in an informal setting. Also based on test results of other PCMO memories being worked on around the world, it should handle it fine.
However it also can't be completely discounted if its enough of an issue to be spreading - what happened during testing for this to even be noted?
We've only been told positive news and none of the negatives - and there must be something negative or we wouldn't be doing a PL5 at 60nm, with results that as you said (or someone did, cbf'd scrolling up) knocked it out of the park.
I look forward to an eventual white paper on the technology.
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