4DS 4.55% 8.4¢ 4ds memory limited

Ann: 4DS Technical Update, page-192

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  1. 6,262 Posts.
    lightbulb Created with Sketch. 1530

    Industry i have spoken to from all over (some working with the majors, some working as industry news writers, some working at small players, some working at R&D facilities, some working as investment bank industry sector analysts...) all seem to agree independently of each other that in their experience and in their opinions:

    - A semiconductor IP sale with a demonstrated prototype product would fairly easily achieve our bottom tier sales bonus pool targets $120M - $350M (30 cent share price). This makes me think that 4DS knew what they were doing when they set those incentive targets... you would think they did not pluck those figures out their whazoos

    - A $1B USD (+) semiconductor IP sale with a demonstrated prototype product is definitely plausible/ possible / not unheard of / has happened / will happen again / is achievable. But would be for quiet disruptive technology. And would be far easier to achieve with a customer base, which we know is outside the scope of 4DS (unless they license for a year or 2 to establish an industry presence before acquisition)

    Disruptive technology is what we are hoping for here.
    Non-platform lots sound good - but we have only heard verbiage... no data.

    The value is in the performance of the chip - the data.

    In there - if you could see the data - you would know if this is a 30 cent stock or a $1 stock... or $4!
 
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