I don't share any doubts here, and still topping up. I believe you are correct, at the moment communication is incongruent which is seeding doubt and this is reflected in the SP, once we have clear and present path forward and communication reduces the number of questions we have, rather than increases them, then there will only be one way the SP is going to go. I believe this is where JD could have a role to play in delivering clear comms without putting any discussions/NDA/IP etc at risk.
THE RACE FOR SEMICONDUCTOR SUPREMACY, page-9
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