I guess I look at it from the viewpoint that it still seems to be moving towards production or license.
All our patents and announcements are all production related and geared to proving out the tech in a scalable fashion. They also have a tendency to announce stuff earlier than planned. If XTX was December an announcement could drop anytime from about now. Leti is also brilliant, masterstroke having them as our partner and the French R&D credits certainly make for a very cheap outing at the flicks.
I think our problems from the cap raise before last seriously dented confidence for a bit and then they seemed to fluff on direction (embedded or discrete) after being so rock solid on progress prior.
Lately it looks like a real plan with real direction and money is again back with us based on the last CR.
Confidence is returning that this has a real place in the "memosphere".
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