I'm convinced that they will tell us almost nothing about PL6 beyond some wishy-washy answer like "we've learned some critical manufacturing process that has enabled future success for 20nm wafers".
I've seem no one mention that they took twice as long and paid twice as much for PL6, which means something failed at some point causing them to start again around the radio silence of PL5. People who think that DM will disclose to the market any issues are deluded because the last time 4DS disclosed anything was when he wasn't at the helm.
There's been a complete lack of transparency the past 18 months. The market is aware of this fact that time and time again DM has proven his lack of credibility. Would even go as far as calling him a blatant liar with him saying he would buy on-market as the most recent one.
I really hope he comes out with some fluff piece about amazing metrics (while giving no actual data or details) just so I can sell on the news
4DS Price at posting:
3.8¢ Sentiment: None Disclosure: Held
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