Hey tradergrader!
It is frustrating to see how SP goes down after each good NR.
I think that price is manipulated to certain level.
But to say that SP is down because bad NR is not right because both of these nr's are good.
Transition to fab is negotiated and i believe that POET Team will move to this 3rd party foundry lab/ offices.
There is nothing wrong with 100nm iniative that partner/client requested.
It only evolved to 40nm iniative which seems to be accomplished since PDK is being done to that node size.
All of this is being paid by the partner/client/buyer.
POET is the owner of the IP and it is not going to let anyone into driver seat.
Remember, this is a breakthrough technology that many want for themselves.
After rereading these last NR i am thinking that is quite possible that PET will be introduced at 40nm and probably at lower clock speed like 10GHz and will have long life because it will just come with higher speed every year.
Gl
