4DS 1.41% 7.2¢ 4ds memory limited

4DS- The next BRN?, page-5

  1. 3,888 Posts.
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    BRN has a runway of products and is working with multiple customers under an Early Access Program.

    4DS has one tier 1 memory manufacturer who seems to be pretty disinterested in helping 4DS, yet keeps on signing the JDA each year.

    4DS hasn't even got a product yet.

    BRN is chasing a $60B market by 2025, 4DS looks to participate in a $120B market, "augmenting" but not replacing (at this stage)

    BRN has a chance to become a household name. Think little "Akida inside" stickers on products just like the old Intel sticker.

    4DS will be long gone as an entity before that happens, aiming to be sold before commercialisation.

    Both have great potential and I am long in both, but comparisons are suboptimal.
 
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