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RubeSilver

09/30/24 5:21 PM

#201518 RE: MarcoPolo4 #201517

Does it really matter if he never hits a goal.Hopefully he is pressured out of the CEO job and we get someone who is straightforward with answers. Gumby and Lebby basically robbed the company of 5 million dollars knowing they were so far from any kind of agreement. Bucci,Z, and the BOD made a killing knowing there was nothing on the horizon. This is called grand larceny.
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StevenDice

10/01/24 8:14 AM

#201537 RE: MarcoPolo4 #201517

I appreciate your thoughtful response.

“. . can help with commercialization especially negotiating for full value of polymers being added at the foundry level. “

It seems (industry outsider) to me that all of the value adds from the foundry would be incorporated into a single price for a polymer modulator with a specific performance characteristic. The ALD process along with all processes incorporated into the PDK would be aggregated into a single price.

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Reanimator

10/01/24 12:05 PM

#201559 RE: MarcoPolo4 #201517

I take heart in that Michael Lebby keeps saying they are on track for this year



Did you also take heart in Lebby saying that there were "multiple deals" that might close as soon as Dec 31 2023?

Did you also take heart in Lebby saying they were "on track" for all goals 2 years ago, and then he whiffed on almost of those goals and basically shrugged and said "Oops, my bad"?

Did you also take heart in Lebby announcing that he would be 100% devoted to commercialization and customer deals more than 1.5 years ago?

If you're "taking heart" in what Lebby has to say, that say something about your level of gullibility. Or willful blindness. Or both.