I'm surprised you guys aren't all over Coby's mention of IDMs (integrated device manufactures) that he described as "large" and "well-known in Australia". Some that immediately spring to mind fitting this description include Intel, Samsung, IBM & Toshiba. Among people in the IT industry, I would add ST Microelectronics and Infineon.
An announcement regarding any of these would be BIG, especially as Coby was talking plural.
Latest Interview Coby- Stocks Down Under, page-36
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