Ann: EMASS & Weebit to Demo Ultra-Low-Power Edge AI with ReRAM, page-84

I know you joined after all the SkyWater hubub but that was a serious ball drop on what appears to be failed due diligence.

A significant ball fumble in ensuring a way forward for shareholders to realise value.

It has appeared Coby is learning on the way, a lot mind you, but many apparent deals have been done n progress for very long times, especially now a deal they were apparently looking close to get... Coby himself said he was keen to let holders know. But since they expanded it to an architectural contract its been delayed. And seemingly such a difference has been significant (still waiting!).

And if we are going to go with the grocery analogy as is Coby's favourite and parroted by many holders here. That agreement is to setup within a small part of the grocery shop, perhaps the deli, to peddle the wares to a specific customer who may or may not choose to create a component out of the selectable options, and that's those relevant to that customer. Arguably this is with the "top 10 IDM", but how many little companies have supply deals with Coles and woolworths? Though occupy a small part on the shelf.

The wording is attractive but when you see the picture as a whole and what the numbers translate to or could translate to... Different story.

Thing is, is that holders have been sold on the, "every device in the world" idea. And that all deals have so far just been targeting the niche. Which one could imagine is likely with new tech. That's fair. But drawing such a long bow with a huge aim considering how much goes on and changes between these quite excessive timeframes... As much as holders like to say, "think beyond", when you start doing that the certainty peels away, as it should based on the above logic.

The game has been talked up solidly with little to show and more of a name drop tactic (top x, biggest in south Korea, etc) than that of serious convertible results.