Running discussion on SP, page-40

rather than info leaks what the reality is management is really clear on their roadmap to commercialisation and have proven over many many years that they deliver on or ahead of schedule.

so the market has been told between now and year end (a mere 4 1/2 mths) that they expect to (and those that know the company know this translates to they will)

1. be fully qualified at skywater
2. will have first customer contracts
3. very likely to have one or more additional fabs
4. what we also know is mgmt tends to achieve above expectations so the bonus of progression with discreet, 22 nm . . multiple customers . . multiple fabs . . AI . . and the list goes on .. could also easily drop in next 6 mth.

that is not info leaks . . that is a credible board and management team, with a clear roadmap/plan that they have communicated, with a clear track record of delivering ..

the results coming out of flash memory summit are a golden ticket imo. those in the know can look at this informarion and go .. wow . . this tech is bullet proof and meeting all industry standards . . and reram characteriatics (1000/1000/100) per coby's last investor briefing are being confirmed (or better!!). none of this is leaks - it is public information that a select group of people can decipher to be the foundations of a game changing incredible tech . . others wont see it until 3 or 4 yrs time when tesla moves to use wbt reram or global foundries says wbt reram is their memory of choice for all future client designs . .

we dont need leaks - we just need to listen to what is communicated by mgmt shareholder briefings and when you get nuggets like the flash memory summit that isnt flagged as market sensitive and last 1/4ly then you get huuuugggggee hints as to what is ahead.

we.all get to place our bets . . i have over 800k shares in the pot . . that is how confident i am of what awaits. now just need to watch it all play out .

market leaks .. pffftttt