Originally posted by bigdog
Previous, unless you’ve spent time in the IMEC clean room or have received technical reports of some descript your talking rubbish. Your downramping because you want in cheaper. Tell me of any chip produced where an iterative process has been adopted that’s resulted in a product ready for sale after one iteration. Try again but provide technical evidence..I’d like to see some..
Seriously...Everything I have said is public knowledge.
When I want your opinion about me I'll give you it!
Its like communicating with a combination of Donald Trump and rain man on this forum (not you specifically!)!
I have never said that multiple iterations were not likely. The initial announcement prior to development said they were expecting a "first batch" not the first batch of many. It did not allude to multiple iterations. It should have!
I said the mkt did not expect multiple iterations because of the language used and or that day traders inflated the share price....etc... Furthermore JD was very bullish in Nov 17 and that appears NOW to be looking like over confidence. This helped the day traders create the illusion that success was imminent and the mkt and posters on here all expected success with the first batch. Look back at the threads...It's all there in black and white. There were around two posters that expressed caution. The rest were part of the RAH RAH and get rich quick brigade i.e. day traders. JD even said that the news black out could lead to speculation by day traders on video in Nov 2017.
This mkt impression was therefore wrongly allowed to be brought about by the company's clumsy announcements and failure to set a realistic expectation and this may be largely attributed to IMEC demanding a news blackout in tandem with poor comms. The Mkt believed the hype , wrongly, as it turned out. They believed it because 4DS had built, tested and verified the results over a very long period. From this the MKT concluded, again incorrectly, that production like fabrication was a seamless process using the expertise gained in the prior extensive development period by 4DS.
Language about iterations only emerged after UNSUCCESSFUL first batch testing (Call it what you want FAILED, UNSUCESSFUL, FIRST ITERATION)
The Reality is that it DOES NOT WORK AS YET. Cannot be disputed! I am struggling to see how you can call a showstopper a success as some on here have convinced themselves? Every journey starts with a single step but if you fall over on that step and cannot quickly get back to your feet is that a success?
In Fact, I sold out at 0.13 because I suspected that they would require multiple iterations and perhaps even multiple phases I.e. geometry scaling.
None of those challenging me, nor you, know what I have done (other than a brief limited outline I gave sometime ago) or who I am.
So stop with the senseless negativity and unfounded personal attacks.
This is a forum for opinion and fact. Its not Wikipedia! I know as much as anyone else on this forum about 4DS.
Put forward a reasoned argument and I'll consider and respond accordingly.
Its all history. Now can we move on - I cannot make my points any clearer for the intellectually bereft on Hot Copper.
Lets see what is reported thisQTR. I am hoping for good news!
