I was there and absolutely concur with all the details in both your posts Fin 11 ..
The MRAM comments that were missing from previous summary really stood out to me in how Coby emphasised he was in discussions with the big players , and they essentially told him they won't touch it for all the reasons you outlined ..
Sorry Roger , you're flogging an unliked , expensive and possibly dead horse there..
Appreciate how detailed yours And yabo's posts were and the time you put into it .
There really is nothing more to add .
Many thanks .
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