"When we receive the chips" and "Shipping Q1/Q2" seem to be two totally different timelines.
work on full mask of a 20nm chip is at least 130 days, as I have previously stated, so why can't Kurt allow us some more transparency on the schedule?
IF; KnC were "On Schedule" why does the 'on schedule' that we have been informed differ so much from the 'on schedule' that they clearly know about.
demand Plan B, demand it now.
As they only told people on 16th October that they could not deliver all October units by the promised date of 15th October
&
they only announced on 15th November (the day they were supposed to start shipping) that there would be some weeks delay with November shipment
it's pretty much
guaranteed if there are any Neptune delays, they won't tell anyone until July 1st or 2nd.
They always do and always will wait to the time has passed to inform people of delays and not a moment before.
Their next major Neptune announcement will probably be either
- aforementioned announcement on 1st or 2nd July.
or
- "chips have arrived and refunds are no longer possible" (they've more or less confirmed this is the next time they'll take their head out of the ass and say something in every newsletter and cut'n'paste customer service email they've sent recently)
They are making half a million dollars a day self mining their DC - they aren't going to give that away to customers they don't give a crap about just because the customers they don't give a crap about demand it

As I've said many times before, knc have nothing but contempt for their customers. They just see them as annoying idiots/imbeciles with wallets to take advantage of. We'll see this play out again for sure.