Here's an overview of all non-trivial changes between the January and the February version (no. 4 has not yet been mentioned here):
- "3rd Party Foundry 40/100nm transfer" marked as completed (page 21).
- "Initial NRE revenues expected to start in 2H2015" instead of "2015" (page 18). Now this is somewhat disappointing!
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"Market Leaders NRE" no longer on top of the list of the monetization strategy, but on third place behind "Direct Foundry NRE" and "Foundry Design KIT – Flough-through NRE Royalties" (page 18). Seems the exclusivity thing didn't work out yet.
- POET technology is now described as "ultimately replacing current siliconbased IC devices" instead of "capable of replacing …" (page 3).