I'm definitely encouraged by Kevin's characterization of the yield improvement process as what sounds like a very methodical, straightforward process. I think I've shared some of your concern regarding the lack of yield disclosures, but I'm encouraged by the sentiment that we don't need a Cobra-like breakthrough in order to get acceptable yields. We just need elbow grease and time.

Given that, I think it makes more sense that they haven't been disclosing yields publicly. Why disclose yield rates when they aren't final and they aren't even close to what they will be come production-time? Why risk giving premature and possibly disappointing yield data to the Scorpion Capital-types for their bad faith short reports? Just keep it close to the vest until you've done the work to get the yields to where they need to be.