WBT 1.46% $2.03 weebit nano ltd

Buy Side, page-39

  1. 764 Posts.
    lightbulb Created with Sketch. 326
    No! The 300mm wafer is fabricated with LOTS of chips, which are then sliced up.

    Here (from http://www.4dsmemory.com/media/files/Investor-Updates/ResearchInitiation.pdf):
    I don't see that weebit and 4ds are apples to oranges at all.

    I hold both. I hold nearly three WBT shares for every 1 4DS share. I don't like how much manipulation seems to be going on with 4DS, and that has made me wary to sink as much into it as I have WBT. I like the heads down, hitting goals behaviour I see in WBT as a company.

    As for the NAND price crash mentioned by @mbc (https://www.techspot.com/news/76015-analysts-headed-flash-memory-price-crash.html), who cares? That is an oversupply issue that will be short-lived. By the time ReRAM is truly coming on line, oversupply will be a thing of the past and will be irrelevant to take-up. Magnetic storage is way cheaper than NAND, yet people will pay the premium for NAND because it is tons better ... and ReRAM is better yet.

    Thanks @mbc for the heads-up on the upcoming NAND crash. I'll put off buying more backup storage and wait for SSDs to drop.
 
watchlist Created with Sketch. Add WBT (ASX) to my watchlist
(20min delay)
Last
$2.03
Change
-0.030(1.46%)
Mkt cap ! $383.5M
Open High Low Value Volume
$2.08 $2.08 $2.01 $713.7K 350.9K

Buyers (Bids)

No. Vol. Price($)
1 205 $2.02
 

Sellers (Offers)

Price($) Vol. No.
$2.04 14000 1
View Market Depth
Last trade - 16.10pm 15/08/2024 (20 minute delay) ?
WBT (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.