". Bad form to have partnered with WD for 8 years just to end the relationship 2 months before the result of MB chip.. Path of least resistance: more effort to change than keep status quo. Minimal opportunity cost. "
Seems reasonnable.
But don't you agree that if - in spite of this - they do terminate the JDA, it will gives us a very interesting signal ?
" . 30 day termination clause = ability to quit agreement at any time. "
30 days notice is enough time to ask for a licence..
I must confess that i hate this licensing possibility for WDC. Terminate the JDA and sell the company free of any binding engagement = best solution, imo
4DS Price at posting:
9.0¢ Sentiment: Hold Disclosure: Held
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