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Re: XenaLives post# 164521

Tuesday, 10/24/2023 12:28:39 AM

Tuesday, October 24, 2023 12:28:39 AM

Post# of 195886
Xena:

Slide 15 stood out for me as well. I am on that slide now:

Prospects: > 12 prospects identified based upon value proposition discussions

Lead: > 5 leads engaged including trial runs of technology.

Selection: > 2 in key "push" and "pull" categories which is defined by silicon platform providers and fabs and foundries.

Observations:
1) We have new information above. >5 leads which include trial runs of technology. Now somebody is really interested.
2) Selection > 2 means at least 3 foundries and possible 4 foundries (maybe more we just don't know) are engaged in the "push" to have this technology adopted by the industry and they are also being pulled by these data centers to make sure this technology is available asap.
3) Prospects > 12 what? the industry is really interested.

"I can discuss what might be true even though I may not Know it is true"

L_R
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