4DS - Anything but Charting, page-24823

There you go folks.

Niche applications.

Niche markets.

straight from the horses mouth.

directly from Vice And Presidents of Micron and Western Digital.
(I remember when I got castrated, strung, drawn and quartered for suggesting 4DS would only fill a niche)

do not despair.

niche applications can still fetch a few hundred million dollars $$ for the IP. That's 20-30 cents folks.

These are the types of intimate details that saucies know, and that come through in their commentary or indeed presentations - see Marks presentation from yesterday at 2022 FMS summit. Indeed see any comments I have relayed here direct to this community for your continued learning and growth

(no need to thank me for trying to set your expectations - believe me, I went through the same reluctance and cognitive dissonance when accepting and recalibrating my $1 or $2 expectations down to 20-30 cents)

these are the types of details that paint a saucies ideas when you ask him or her.

these are the types of details that you and I do not have.
how could we? We live lives and careers a million light years outside the semiconductor industry.

so.
once again.
every industry insider I speak with would put 4DS IP as catering to a niche market segment.

Even Executive Vice President of Microns technology products,
And even Dr. Siva Sivaram (President of technology & strategy at Western Digital)
both call emerging memories as technologies that will fill a niche. Nothing more.

So.

the question we need to guestimate an answer too...

how much is a niche IP worth?

or.. for those not willing to accept 4DS as anything other than niche, the question you need to ask...

do you feel lucky, punk? Well. Do ya?

Have a good weekend.