I highly doubt it is this is technology related...Taylor is finalizing 100nm in the coming weeks - he is in the final strokes....any setbacks or discussions on this item could wait a few days.

If this is negative partner related, why go to the Lab? News as such would be a phone, conference call or a visit to a partner/customer site, but probably would not need to fly parties into the lab. IMO, one does not need to execute "bad news" at the lab.

It is probably not P2, as that could wait a few days as well, and would likley not need a lab component to execute.

The fact they are priortizing a visit to the lab vs. vancouver tell me that some party or entity has a window to visit and understand the technology, or needs to understand it better - quite quickly. That party would be of higher signifigance to cancel a conference.

This more likely to be a positive opportunity vs negative - the way i read it.