As stated, I was at the AGM. Bit disappointed none of you said...

As stated, I was at the AGM. Bit disappointed none of you said gidday! I had quite a chat to Dadi and Ashley. Dadi was very matter of fact, more quietly confident than jumping out of his skin. Not much to add but:

1. reiterated that the big achievement for the year is derisking
2. No other tech can address less than 20 nm
3. Leti has been a big contributor to the pace of development
4. Already talking to end users and responding to feedback from them as development continues
5. My feeling is that we should not expect a big announcement in the near future, but that there may be a series of announcements that relate to building the ecosystem referred to in the preso
6. Dadi spoke strongly of the need for all aspects of the ecosystem to develop in order for commercial success to evolve
7. Ashley who is Australian, was very excited about how committed the board have been to making sure they do everything right, and get the right mix of skills. 
8. Ashley was VERY enthusiastic!!
9. I’m still not sure why Fred Bart has been brought in..... but I am pretty sure there will be a good reason.