4DS 6.12% 9.2¢ 4ds memory limited

Ann: Company Update, page-32

  1. 2,941 Posts.
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    I'm with you @Arrr!

    Again I think they are incorporating too many changes into the next PL

    My biggest concern is they clearly still DO NOT KNOW what the definitive root cause of the problem was with the last lot

    They have noted the etch process is "most likely" to be the issue

    "Most likely" means there is a reasonable chance that the etch process is not the problem at all and it could be something/anything else

    That's no comfort at all that we'll be on the right track next time around

    My preferred course would have been to alter the etch and run eveything else the same to "determine" what the root cause was and put clarity around the fix that resolves it.....then incorporate a few of the other bells and whistles after that

    A simpler, clearer, methodical and properly managed interative process providing definitive answers would have been my preference

    I will wait for whatever results we get next before assessing the situation again and considering my investment

    *Apologies reply tag didn't work properly...cheers








    Last edited by Winenut: 05/10/22
 
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