Today’s shareholder letter really told us nothing new. It was rehash of what he just said a few weeks back.
He’s trying to make it sound like the polymer is now going to be licensed all over the place. Someone tell me how that equates to ubiquity. It doesn’t. Ubiquity comes from their work with foundries and transceiver companies. Today there was no indication that they are any further along on that front than they were a year ago.
Sound preposterous? Give me evidence that proves this wrong.
News 
Market Data 
Discover 
