Absolutely agree, Fairchij.
Regarding the 100 nm project, it could well be that the other company has already signed on the dotted line, with the successful completion of the 100 nm project being a mandatory prerequisite for the deal to become effective. This would make much sense to me.
The alternative would be that the other company said: "Well, you should to this 100 nm stuff, and when you are successful we might again consider your technology somewhat." I suppose (speculate) that there is some written agreement on the 100 nm project and that it has some binding clauses.
By the way, I am not going to sell a single share!
Andrea