Hi Jocko I was also at the meeting and recorded the presentation. I have been there for 9 years and attended all the meetings. The only thing I can point out to you is the question that was asked as to what is left to do to demonstrate in the clean room. Answer given: get more chips (have to validate that the process is repeatable), write algorithm and publish data. Nothing else.There was no mention of further experimentation. They have locked down the best solution and have the other two up their sleeve (both mentioned at the preso). These are the facts
You have not presented facts just what you believe to be details of a private conversation . Facts are what was in the presenation and answers given in a public forum. I think you have provided a misunderstanding to the forum as your comments are very different from Yuval's preso and answers. Naturally you dont have the benefit of a recording to go off so it can only be assumed you have misinterpreted what was said in a private conversation as it is easy to take things out of context or misconstrue. Knowing you are a fan and respect what has been done are good to know as you appear not to have an agenda.
As for your comments on timing- these are not facts just an opinion which to be fair being conservative on timing has always been the right thing. However this time the timing looks to be compressed not extended. All will be known by the end of January.
It would be a pity for people to sell on the basis of a converstion that could easily be taken out of context and misconstrued given where AKP FACTUALLY stated where they are , and what they have stated they need to do for all to hear.This is the more important part.
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