They're those competitors from Israel, right? Yeah right, I heard they were at that conference. They always played by the rules and never spread uncertainties. Why would they lie in this only case? I guess it's too hard to believe for some people that AM is really just cutting losses, selling at or slightly above cost and focus on gen4. That'll mean no divs though. I do get why people are pissed. They even ignore the offer for $0.35 on that chinese board for a June delivery.
Let's say we didn't get any divs from gen 3 and FC used the profit to pay for the gen 4 mask and chips, would that be a bad thing? When FC last answered shareholders questions he said:
Brief Answers to Shareholder Questions6) What is the progress on gen4?
It is 28nm and has two major improvements: the first one is to fix the design errors we had with 40nm (which made our silicon data two times worse than simulated data). We believe that 0.35W/G at rated speed of 400MHz would be achievable in 40nm if no mistakes were made before. The second one is the technology improvement from 40nm to 28nm in terms of density, speed and power.
We are on the stage of evaluating the final design choices by running the physical design flow on different settings.
So gen 4 isn't far off, it does need paying for and it should be a far better chip because they've fixed the design error which led to gen 3 under-performing. I'd be very happy to learn that FC had paid for the gen 4 mask and a couple of batches already.