Thanks. I said "I have become aware of memory tech under development by ASX: SOR a.k.a. Strategic Elements Ltd. Its potential seems huge (like WBT) and there are similarities e.g. cheap, low power. It also seems to have advantages e.g. printable and can store values rather than 0's or 1's. Could it be a competitor?"
You said "not really". and "I mean for a small portion of WBT’s potential addressable market." Can you elaborate on why a small portion please.
SOR are banging on about use for IOT in the main, but have not pointed out any limitations that I have seen.
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