As a 4DS holder am a bit concerned with our salesman like chairman
Podcast very uninspiring and to say things like no one is replacing flash is just wrong and naive
The chiefs at IMEC will be a bit more tech savvy than this bloke, so hope he doesn"t try to mix it withthe big boys in the field
My main concern is the tradeoffs we will need to make this a viable product for someone to take on and develop
Speed versus retention will be critical in the market
Wafer cost will be critical
Power savings will be critical
We are talking about the NVM market here and filling a gap in that market
Still hopefull but won"t be expecting DM to achieve it for us
He is just a salesperson who as he said in podcast looks regularly at shareprice and liquidity
4DS team is very small with about 5 tech staff doing testing, so guess that's why DM got the gong to go to IMEC
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