it’s inevitable, the mega re-rate has already been initiated. the recent sell down is really a blessing for those that can load up, could not help but buy another 400,000 units. Share price will look very different between now and July.
One thing i’m keen on seeing is if 4DS will renew the JDA with Western Digital. Now that Guido has taken a back seat, Dr WvdH and Ken H might have a different perspective.
Ann: 4DS Technical Update, page-280
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