I should have thought an activities report would talk about everything that has been going on.
1. What have we been doing with LETI lately? How is selector refinement doing? We haven't had news here for a good while.
2. How about discrete? it was specifically mentioned in the cap raisings so what are we doing?
3. We have 22nm from GlobalF, great, what is the plan here regards qualification? Although there seems to be a market at 130nm getting below 40nm in production is key to be the next great memory beyond flash. Signing a lot of 130nm fabs wont do that for us and seems ultimately tactical if we want to fully realise the product's potential.
We just seem to be opportunistically meandering at present as if any money through the door is the key objective.
I should have thought an activities report would talk about...
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