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Depth of knowledge held by imec., page-72

  1. 1,061 Posts.
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    Your post doesn't make sense to me.

    The unexpected performance of the chip makes any further development decision less likely. Not more likely.

    DM said as much in the video update with Kevin, i.e. "5th lot is arguable"

    The unexpected performance also makes it more likely for an acquisition, sooner / now. We have hit it out of the park, I note DM called the other comparable tech stocks apples and oranges.

    Imec can't help us with another lot, as we are at the minimum geometry possible on their platform already.

    What will likely happen is that we will be sold without any further development, or, imec introduce us to a partner like Samsung / Micron that use their fab to create a 28nm or less chip. They may also take a strategic stake in the company and David will look to list us on the NASDAQ as part of the negotiation.

    Either way, it will be a cracker.

    Not sure why you would get the shits about the c suite converting options. The value of the company far exceeds the share price, somewhere between 30c-55c, so moving +/- 7c is immaterial.




 
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