Seems to be a chorus of agreement from the smart folks that the BOD dropped the ball on marketing / selling / communicating the value of this tech. Thankfully, they are taking positive steps to address this deficiency, but they need to start getting actual runs on the board ASAP. Hopefully, they won't be just chipping a few single here and there, but really laying bat to ball and hitting boundaries, or it over the fence. Third party assistance will obviously be required.
If IMEC think that the tech is potentially saleable at 20nm that's good enough for me. Others may choose to disagree. Notwithstanding, I don't accept the first mover advantage narrative. You don't need to move first, or second, or even third - you simply need the biggest cheque and it's yours!
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