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tedpeele

05/16/23 7:41 PM

#141177 RE: frobinso #141175

That all may happen as you say, and if validated shorts will be squeezed and squeezed hard.

But, there are a few things to consider here:

1. What if ASM comes and goes and NOT EVEN ONE foundry is announced by name with a fully integrated PDK saying they are open for business, and not transceiver company announced that is ready NOW to produce a device, and Lebby fails to meet his goal for even a tech transfer agreement? Are investors really going to ignore all of that because of AI that leads them to think of all kinds of new fantasies? Are investors really going to be willing to be strung along without any answers regarding even the status of the technology for yet ANOTHER year? Some will, no doubt. Others - perhaps some of our finest here - just won't.

2. Why did all this AI hype happen right now and not several months ago? Might it be because it was becoming increasingly clear that ASM is going to disappoint so a new "connect-the-dot" game is needed to try and avoid a devastating stock price melt-down when/if ASM comes and goes with nothing new learned? Will it work?

3. IF ASM disappoints yet again do you think shorts are going to allow AI fantasies to prevail without putting up a fight? It could get really crazy IMO especially if the recent volume includes a lot of newcomers.

Lewrock

05/16/23 8:02 PM

#141178 RE: frobinso #141175

On the AI topic, I do not believe that any of these programs would have access to personal emails and especially emails between companies and law firms involved in contract negotiations.

If a company makes a public press release, then everyone would expect the AI programs to pick up on all of those.

It is not possible for me to monitor every public press release from every tech company so AI could potentially collect these public PRs for me.

I am only interested in press releases by Dr Lebby. He is completely aware of the legal implications involving guidance. Words he frequently uses are: ubiquitous, mass commercialization, easily foundry compatible, etc. Guidance is not limited to numerical projections. These are my thoughts for my one on one discussions with Dr Lebby next week at the ASM (AGM for Belgians). ??

JohnSamuel

05/16/23 8:49 PM

#141186 RE: frobinso #141175

Frobinso ... it is like a "Madam's Memoir's" ...
Some will be delighted, some scared to death, some will cash in and others will lose their backsides. Pick your poison ... enjoy your rewards or cry in your beer.

Whichever it turns out to be, it has helped in waiting on the true results that we should know soon. As for me, I have enjoyed it.