Re: Pounding er down, what a week
posted on
Sep 05, 2014 05:28PM
I understand your frustration, and I am also frustrated and I prefer my higher paper balance in my account, it provides more comfort. I also understand the frustration with delays, as they are a common theme, so we should be used to it and should no longer be a surprise with this investment. Having said that, these are not "deal breaker" delays (although the shorts are having a field day with the "delays" etc., but that can't last forever). To put this delay in perspective, the previous goal was to have the TDK for the PET 100 nm by the end of Q3, now we are at the end of Q4, but this is also for 40 nm, not 100 nm. So yes, there is a delay but the goal has also been enhanced significantly. How long does it take the silicon guys for such reductions?
I'm thirsty!
Quan