4DS 4.55% 9.2¢ 4ds memory limited

4DS - Anything but Charting, page-20630

  1. 1,100 Posts.
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    Actually, no, it hasn't.

    It was disclosed at the AGM this year that metrics will be released after the product is made and ready to sell (i.e. the megabit chip is done), unless we are bought out earlier in which case the acquirer will determine when the specs are known.

    This was an important disclosure as once they are released, the metrics will be in the public sphere and will determine the share price.

    What do you think will happen once the metrics are in the public sphere?

    If some of the speculation on here is near true, we will have a violent re-rate:
    DRAM+ speeds, small cell size below DRAM, cheaper to produce than DRAM, retention millions of X better than DRAM and endurance enough to have a memory working life over 3 years...

    And as an aside, if the metrics were pretty ordinary, why hide them in the first place? Not much point for 12 months of working capital.
    And as a further aside, would people like Wilbert and Guido waste their time and reputation on duds like this?


 
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