Will add in more comments as the discussion goes on here but...

Will add in more comments as the discussion goes on here but first thoughts were that it was very reassuring from a technical development standpoint to understand the "Endurance Issue"....sometimes it's hard to gauge the significance (or lack thereof) of an issue through the the announcement text, but really does sound like it's a non-event that won't be a problem on the platform lot where the spikes in current are controlled at the source rather than by an external box.

Importantly, the Drs said that he can be confident that the cost per bit of our chip will be cheaper than DRAM because of its simplicity.

DM commented that given the strength of the results released in the last few months, we're now very undervalued and he'd imagine the market will respond to this into next year.

Everyone can throw out your gigabit speculation, your speculation about going it alone etc the Drs ruled it out.

Interesting comment about the 2013 metrics that sometimes circulate here, you're safe to throw those away too, they're irrelevant to what we're doing here now.

The 'mask' work that needs to be done was also clarified, the way I interpreted it was that the dummy set up we were working with before was inadequate for the type of development work we're getting into now, hence the need to stop and address this before moving on.

It's going to be a long time to wait before Q3 platform results but the value proposition of the company hasn't changed, if anything it's improved based on what's happened over the last few months.