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Re: KCCO7913 post# 191636

Thursday, 05/23/2024 8:37:00 PM

Thursday, May 23, 2024 8:37:00 PM

Post# of 195308
KCC, let them talk as they have no clue, do not waste your time answering them. As I told you and J yesterday after the lab tour and after talking to all the engineers, they are world class and you have seen with your own eyes what they have accomplished. Wafer 2-2, giving 40k minimum at a price of 280, margin 85-90%. I give these numbers and only the ones on the tour know what I mean and only we know how much money that represents. I had a good sleep in the Hilton and overall satisfied with yesterday. Maybe our expectations were too high for the ASM, in terms of new contracts.
One take away for the longs who could not join the lab tour. When I asked one of the team members why the tier 1’s seem not be interested, one of them replied: sir, we are working with them at this very moment. One of the rooms you just visited is actually getting results for them. The major issue is that the tier 1’s have a shortage of engineers and they do not work 60 hours a week. That makes that things take longer than we anticipated……
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