WBT 0.79% $2.55 weebit nano ltd

Buy Side, page-39

  1. 764 Posts.
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    No! The 300mm wafer is fabricated with LOTS of chips, which are then sliced up.

    Here (from http://www.4dsmemory.com/media/files/Investor-Updates/ResearchInitiation.pdf):
    I don't see that weebit and 4ds are apples to oranges at all.

    I hold both. I hold nearly three WBT shares for every 1 4DS share. I don't like how much manipulation seems to be going on with 4DS, and that has made me wary to sink as much into it as I have WBT. I like the heads down, hitting goals behaviour I see in WBT as a company.

    As for the NAND price crash mentioned by @mbc (https://www.techspot.com/news/76015-analysts-headed-flash-memory-price-crash.html), who cares? That is an oversupply issue that will be short-lived. By the time ReRAM is truly coming on line, oversupply will be a thing of the past and will be irrelevant to take-up. Magnetic storage is way cheaper than NAND, yet people will pay the premium for NAND because it is tons better ... and ReRAM is better yet.

    Thanks @mbc for the heads-up on the upcoming NAND crash. I'll put off buying more backup storage and wait for SSDs to drop.
 
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