Apologies if what I said came across as condescending. I don't just write responses for the benefit of the recipient, I try to use analogies to communicate the concepts for the group. This is an open conversation, not one in private.
i also can't be held responsible for your feelings so if you feel that way, that's kind of on you.
Anyway, we know that no annoucement has been made regarding an agreement. Confidentially rules apply during these negotiations so the company certainly won't be telegraphing the specifics.
As you said, they have been working on this for a year so maybe they aren't particularly enamoured with the terms of any agreements that have come their way. From personal experience is trying to get agreements signed, they can take a bloody long time as lawyers bounce the agreement back and forth until a mutually acceptable arrangement is reached. It wouldn't surprise me if they were holding out for a sweet deal given the conditions they managed to wrangle for the HGST JDA.
In the meantime, they'll keep leaving on development and adding value that way.
4DS Price at posting:
8.8¢ Sentiment: None Disclosure: Held
