I think there's another Platform Lot to go still. My guess is that IMEC will give them insight (the strategy part) into what sort of retention, speed, or other characteristics that industry players are interested in (and what they might be worth) and the next platform lot will be to prove up those desired specs. That's not to say they won't sell beforehand, but I can't see why they wouldn't do this.
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I think there's another Platform Lot to go still. My guess is...
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