Running discussion on SP, page-1311

https://hotcopper.com.au/posts/50238602/single

Your second post on WBT. At least you are consistent. Hype at $3.90 and hype at $6.50.
I am actually going to take your word on hype as coming from BRN you would have seen far more of it than WBT holders.
I am going to substitute hype for excitement, similar emotion but slightly different intent. Too much excitement, yes but hype, building definitely but nowhere near saturation levels.
Hype burnt a lot of people over at BRN. We saw it here and most long term posters have tried to keep it real as they share research in what is looking like a generational opportunity at replacing a 35yr old tech that is in every device on the planet.
Just like BRN, WBT ReRam is a globally disruptive tech with parameters and benefits that could see it as one of 2 or 3 big winners with the commensurate rewards that accompany it, exponential growth for many many years.
You may call that hype but if you have never studied disruption how would you know.
Go and check a chart of Apple pre iPhone and after 2007 to see what disruption looks like.
First to market in a disruption usually wins a major market share, not hype fact. Apple and Google the winners in smart phones are both top 10 global companies, Nokia the 95% market share leader went bankrupt in 2yrs, its $100 phones disrupted by $600 smart phones that had a 10x better utility to users.
WBT is between 100 - 1000x better than Flash NVM. Only needs to be 10x better but is orders of magnitude better. Disruptive, 100% it is. That is why Coby is fielding calls and has people wanting to accelerate the discrete without selector which surprised him.
You are entitled to call it hype, as you always have, I think you don't have belief or understanding of what WBT is.
As Toni Seba says, "I don't care what you think, the numbers and research don't lie".
Hype to some, a mathematical equation to others. ReRam is disruptive, disruption leads to exponential growth and first to market in that disruption win the lions share of rewards. Hype or fact. Those that understand this will own part of that generational disruption. They don't care what the SP is or what people think.