4DS - Anything but Charting, page-20614

The embedded market is not even worth talking about. I mean 4DS sales pool bonus overtakes the value of the entire embedded memory market.

4DS is tactically targeting the right memory sector. Sure, 4DS will not replace DRAM in the short term but will sure as hell displace it.

Right now the capacitor is killing DRAM and making it extremely expensive and hard to manufacture DRAM at smaller geometries.

It’s a kick in the guts that we are hit with a delay and seeing those lucky pricks buying in now at these prices without breaking a sweat.