Marco, I operate here with a simple principle in mind: if Dr. Lebby has something positive to share, he will share it.
He doesn’t have to name names, but when he was asked at ASM, how many foundries he’s working with he very easily could’ve said “I don’t want to give the exact number, but it is now more than the original five stated last year.” To some of us who aren’t blind, the fact that he didn’t say something like that and instead immediately talked about problems with foundries tells the obvious. It doesn’t take a genius to figure this out. But it does take someone who’s not intentionally close minded. Meaning you Marco.
It is as if this has never occurred to so many here, including you. It’s so obvious they could be tooting their horn but you love to tell us that they must have NDAs keeping them quiet so all he can say is “this is really exciting” It’s bullshit IMO, and you’re chomping on every last chunk of it. Blind as a bat.
I’m not saying they aren’t doing some things that are exciting to them but his messaging to shareholders is very careful but very easy to decipher for those seeking the truth. And what he doesn’t say when he very easily could do so speaks volumes. But you’re not listening.