Yeah this is VERY nice ;-) I was thinking that when I wrote point number 3 in my post (#msg-163484344)
"3)He stated that it just came out this past week that they have now confirmed that MST technology works on the 3nm film... In fact, he said they (someone at ATOM) is writing a "White Paper" on the topic of their recent accomplishments and achievements in that realm. That, too me was probably the biggest news item imo."
The poster on Twitter (Benph) who wrote about the Synopsys Webinar on Atomera MSTCad, I'm willing to bet, is the same poster on Yahooz (Benzz) that I saw a couple of days ago also mentioning that same webinaar.
As I read through the transcript, I'm becoming more and more convinced that Intel IS the big JDA in Phase IV:
"So our Epi tool is located at the Arizona State MacroTechnology Works center in Tempe, Arizona. It's a world-class semiconductor facility used to be owned by Motorola, who I believe transferred it to Arizona State years ago. Beautiful state-of-the-art facility. Now, why in Tempe, which is just outside of Phoenix? Phoenix is a little bit of an epitaxial center of excellence in the world. That's where there are a lot of engineering - a lot of engineering town out there that does that. It's also a site of a number of fabs.
...and Arizona IS the place where they (Intel) are building their new fabs.
One last note- a question and answer that I did find encouraging regarding their Phase IV customer- (notice in his answer he says "WHEN we go into production" not "IF we go into production"
QUESTION- "Sorry, one last quick question from me is with your Phase 4 customer that is, as of today, is on announced in terms of name. Is there any thoughts on when this customer might be announced in terms of Phase or what Phase to enter getting to production or anything like that? Trying to get a sense of when we might figure out who they are."
ANSWER- "This customer is extremely sensitive about confidentiality and I'm not sure when they would actually start to loosen some of that up considering the amount of focus that they've had on that. At some point when we do go to production, I think it will become intuitively obvious, but for now, I don't think they're going to want to say their name in the near term. And one of the things I should - we never talk about specific customers and where they are in the development phase, all of them are sensitive to that type of thing. One thing I want to make clear about this JDA customer is, I've seen a lot of questions coming in about how fast they'll move in from Phase 4 and into Phase 5 but for a JDA customer like this, the work that we're doing is really a mixture of kind of Phase 3 and Phase 4. They've installed in their fab, that's great. It means they can deposit MST in half an hour as opposed to a month if they have to send it to us for us to process but they still are going to be going into the Phase 3 process of trying MST on a number of different applications and proving it out before they decide to make it available to the business units. So they might be able to try it a little bit more and then take it into production. So I know you didn't really exactly ask for that level of detail, which I'm just seeing there's a little confusion out there. I want to try to clear it up."
That last part: "trying MST on a number of different applications and proving it out before they decide to make it available to the business units. So they might be able to try it a little bit more and then take it into production."
...suggests to me that trying to time this catalyst would be futile as this is something that will undoubtedly pop up out of the blue imo. If you believe in this company, you better be in it when it does pop or you could be looking at a massive missing out of initial gains on that pop ;-)
News 
Market Data 
Discover 
