Depth of knowledge held by imec., page-68

DM has said, unless I’m mistaken, that the meeting is regarding further development of the tech: Imec to say what direction to develop to most impress major memory players.

I’ve been steeling myself for a while that the price could well drop on the announcement after the meeting as it will likely discuss further development ie more time needed. Even though it’s actually a massive step forward to be given specific recommendations on what to further tweak in order to attract a buyer.

Was hoping for a rise in price as the meeting approaches, but we have quite the opposite.
So now even if it does climb next week it seems unlikely it will get anywhere near the prices we saw after the last two announcements… sigh.

Fingers crossed the post-meeting announcement is worded very carefully and positively such that my prediction above is wrong - and that further testing results are out soon and are even more impressive