9 - 4DS Memory (4DS).pdf
The Prezzo document from the Semi Conference. They didn't actually use it but it was downloadable on the Bell Potter site. The session consisted of DM asking questions to Peter Himes and him answering them. Peter spoke pretty well and clearly understands the industry and where the 4DS tech fits.
Nothing new was revealed as we all knew would be the case.
DM kept saying he expects the SP to re-rate over the next 6-8 weeks in the build up to the 20nm testing results.
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