Also possible that what the company considers as being a ‘flop’...

Also possible that what the company considers as being a ‘flop’ may no longer align with what the market considers to be a flop.

With the Infineon agreement in place could it be that what is deemed to be a success now is simply something that learnings can be taken from to inform the Infineon design process?

PL5 was deemed a success by the company and yet they didn’t come out shouting from the roof tops about it and the market certainly didn’t price it in as a success.

So there’s the potential situation that they don’t deem it to be a failure and therefore don’t feel that they are obligated to immediately inform the market, unlike with PL3