I'm still scratching my head.1) Dr Wilbert left because he...

I'm still scratching my head.

1) Dr Wilbert left because he didn't understand limits of the technology (ie replace vs augment DRAM). No explanation of why we cant replace DRAM.
2) Speed is only important so you don't create bottlenecks for DRAM. ie we don't need to be faster just not slower than DRAM
3) We don't talk energy savings because it all depends how the memory changes the entire system (ie reduce processing + storing) - this blows my mind.
4) Needs of AI (data never stored) is the problem to solve. This mentioned numerous times by Ting.
5) IMEC didn't say why the 4 companies that they will open door to following 20nm lot would want to talk to us..
6) Current announcements are as good as they can be due to restrictions of being on ASX & relationship with IMEC. (not recommended you hold your breath for changes anytime soon)
7) WD relationship doesn't cost anything but doesn't produce much. Not likely to acquire but they have ongoing rights..
8) Potential to have multiple configurations of the memory in one chip (how cool is that).
9) We dodged a bullet if IMEC didn't want to continue working with us (we a small fry). Would had to find a new home to continue development. We work with A crew at IMEC. IMEC doing us a favour by introducing capability to go to 20nm.
10) Commercialisation strategy is being informed by our largest shareholders - contacts, hiring Peter etc. (Any chance they could get on the board and make it official - would have thought it would make it easier to share information?)
11) No suggestion (no even the slightest) that a commercial transaction could happen before PL6.
12) Only one mention of drug trials. No mention of pasta sauce recipes.
13) Ting is being held hostage in Guido's house.

Would love to see a long interviewed by Ting with an industry expert. He definitely has the spark / positivity to get a message across.

For anyone with recording of meeting , I seem to remember the company constitution does not permit recordings of AGM. Not sure if that matters.

Enjoy the weekend.