Ann: Investor Presentation, page-93

  1. 504 Posts.
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    Thanks for trying to teach me how to suck eggs, but I've been working in the computing industry for over 50 years. My first program was in Fortran on punched cards where you had to write your program with overlays because there wasn't enough physical memory.

    I understand physical, virtual, central, cache, embedded, volatile and non-volatile and where they fit in the scheme of things.

    I fully understand that WBT are stuck in the embedded space, because apparently discrete is low priority (I suspect this rationalization is because they don't have a clear path to finding a selector that works, and makes discrete feasible. My fear is that this is a technical hurdle equivalent to flashes inability to scale to smaller form factors.)

    My point was that the presentation was enticing us with very big potential market numbers when the reality is that WBT is playing in only a very small part of that pool being embedded non-volatile memory.

    I've said my piece, people either understand that or they don't.
 
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