Posted the following in March.
"I think the company has telegraphed much of what has taken place so far, so while some will find our recent milestone achievements and the recent run up in sp somewhat surprising, I would think most longs here figured it was coming but "when" was the only question.
Now here are some other telegraphs to digest....... with a possible conclusion.
1. We have been told they are working on securing a main commercial partner.
2. We have been told M9 & M10 priority will be driven by this main commercial partner when they are named.
3. We have been advised that the current CEO designation is "interim".
4. Recent articles suggest adaption of a licensing model.
Possible conclusion: New CEO, with licensing experience, will be named and will be from the ranks of our new, yet to be announced, commercial partner."
I'm sorry, but we now are clearly on the licensing path, and we have another interesting telegraph received in the hiring of Mr. Manocha.
Global Foundaries hand shake coming?
