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Re: Polymer Paul post# 189617

Thursday, 05/09/2024 3:34:02 PM

Thursday, May 09, 2024 3:34:02 PM

Post# of 197110
6 months of demos = don't expect a deal anytime soon. New tier1's after OFC emphasis just amplifies that message.

And of course he spilled the beans when validated that the old bugaboo of the skeptics - reliability and scalability - was a concern to the NDA companies that he was talking to.

Funny that he didn't seem to know that when he put out the Dec 4 letter though, huh?

EDIT: Proto always has a ready cut and paste reply whenever I post, to try and counter me. This one is about TFLN - which shows that he has missed the point: The industry has spoken about TFLN - and while it is still several years off (at best), the industry has NOT spoken about Perkamine.

To be clear - Google, Amazon, Meta, Nvidia, Microsoft and others have all weighed in on TFLN - some sighting the power savings - one saying it will only take days instead of months to cycle through, etc...

The amount of talk re polymers is very small in comparison.

NONE of that matters though if you know how to read Dr Lebby's lips.
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