That's not what I meant, I've never made any statements about the market being risk adverse to 20 nm being achievable.
The reason the SP is where it is can be completely sheeted home to the mishandling of the cap raise and a total lack of clear communication from 4DS management.
PL6 will be important because it demonstrates 20nm is achievable, but because of the discussed shortcomings in the Dory platform it won't be enough to drive a massive transaction imo. The Infineon design will supercede it, but it needs to happen quickly to shore up the SP in the event of bargain hunters.
4DS Price at posting:
3.0¢ Sentiment: None Disclosure: Held
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