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frobinso

01/22/24 3:40 PM

#176759 RE: adagium #176757

Nice dot-connecting
Bullish
Bullish

StevenDice

01/22/24 10:51 PM

#176788 RE: adagium #176757

It seems clear that, while these references are using similar language, they are not at all referring to similar things. ALD is a sealant for an EOP feature while Swift is referring to a polymer dielectric (an insulator).

They are both referring to polymers but with highly differentiated applications. I highly doubt Swift is referring to an EOP.

Maybe someone could clarify this further.