4DS - Anything but Charting, page-16076

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barrybigjobs

2,467 Posts.

694

10/07/21

12:19

Post #: 54413529
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Originally posted by Hateful8: ↑

Hey Com, great analysis thankyou….. Will comment, but r.e. the chips first…

Do we honestly believe we take a product out of the worlds premier R&D facility to fly them halfway round the world to test them in a small facility in Freemont..? lo

Maybe if by test extensively the mean on the market perhaps, but the point of fundamental final analysis seems a bogey/herring to me, IMO.

As for the rest, considering the collaboration everywhere else and the rise of nations to become more self sufficient means I lost track of the ways and direction you sell this thing in to..

I know only that the current shortage is you best ever opportunity to ramp like a rocket into the market because the supply demand is out of whack, so price points will beckon new players in quickly…

Add to that 5G and Elons ambitions, along with the Apple, Samsung, Kioxia, TSMC, Intel, Micron & Qualcomm stories and you have quite the melting pot.

Infineon is also raising its profile in Europes push to reduce dependency on Asian manufacturing & the billions spent on future and current construction of Fabs is phenomenal!!

It may not be so much a case of 3 companies, it is shaping up as a sale to 3 continents with Europe, Asia & the US all spending and posturing hard in the background.. So its collaborate or die almost with WDC & Kioxia example a proven winner..

For me, if we want an insight, have a look at where HPC is heading and why?

Then have a look at the various alliances before reading the Docs full bio history again….

Then have a gr8t day all…

Right Turn Clyde
Any Which Way But Loose says

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It's been said a few times but not more succinctly than this

"Do we honestly believe we take a product out of the worlds premier R&D facility to fly them halfway round the world to test them in a small facility in Freemont..?"

What they maybe still don't know is what the correct value is for what they have and best pathway to achieve that.

4DS Price at posting: 16.0¢ Sentiment: Hold Disclosure: Held
9 Upvote

2 Great analysis

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