All- I haven't seen a lot of talk about BAE on here lately. I personally believe they are the entity currently involved the "3rd party lab move". I think it is their equipment GT is using to get down to 40nm, moving lab operations from Storrs to BAE in NH.

Once 40nm hits, a transfer to a (likely GF?) foundry testing and trial area.

Foundry Testing and Trail Area (for lack of real know term)

It was discussed in one of the breakout discussions during the lab tour that foundries have (the exact term escapes me) testing and trial service, where customers tweak/tune/trial/perfect final chip designs before production. This is part of the value add in foundries....before going to full production environment.

Production time is very expensive at a foundry and thus they want it 'rocking" at all times, as a result - the testing and trial area is actually quite large...a "bull pen' of sorts of chips refining their game before getting the call. Only when it is flawless will it be scheduled into the production run in foundry.

My thesis is this....

-Move lab operations from UCONN to BAE NH.

-Perfect 40nm in BAE NH.

-In parallel to above, executing/refining design work with synopsis prospective customer.

-Execute computer based modelling of new chip using PDK.

-Finalize contract, NRE arrangement (based on completed 40nm and known performance capabilities via PDK).

-Build the new synopsis designed 40nm chip for the customer in lab.

-Take the design to the foundry (GF?) into Test and Trial Area.

-Refine and tweak the chip.

-Run first batch of PET chips.

-Place chip into device manufacturing process. Poet receives royalty per chip sold going forward

-Rinse repeat with next customer or chip.

I may not have this perfect, and i am sure others can chime in a nuances that may need to be changed, but the above is a ball park estimate of what i believe the next 6 months will entail.

This Christmas/early new year could be the best one yet, for all of us. Good times ahead.