I think the implications are they are having a really hard time getting to 100nm resulting in a delay and a re-forecast for completion. Just as the previous date, the new date is an estimate/forecast and subject to change.

I've been wanting a news release to see what's going on, and I guess I got it. Not exactly what I was hoping for, and I'm a little concerned this is falling into old patterns of behaviour. Going to hold strong myself, but if June comes and goes -- I think I will be evaluating my portfolio spread into PTK and maybe de-risk some.