I just watched the Sydney presentation, and I now realise the context of the recent HC discussion about the "magnificant 7". This was a term introduced by a member of the audience at 1.08.30 in, and I think Coby was confused by the term. Some of the "7" are shown in slide 4, but only in the context of being semiconductor companies. In his reply, I believe Coby was referring to slide 26 which had the box full of ~20 fabs and IDMs, when he said they are talking to most of them. Slide 26 even confirms that in writing in the top left, that WBT are in negotiation with the "top" ones. So I'm assuming its not the "magnificant 7" that WBT are talking to. Anyway, why would they if they are not fabs or IDMs ? I was also interested to learn that WBT are still in negotiations with the company wanting the architectural (multi-node) agreement, with the discussions now progressed to the commercial/business stage ("technicals" completed). That one has been a long time coming. All up, a good presentation and update though.
all imho, dyor
WBT Price at posting:
$2.08 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)