4DS 3.23% 9.0¢ 4ds memory limited

4DS - Anything but Charting, page-25741

  1. 1,374 Posts.
    lightbulb Created with Sketch. 677
    I really do not see the point of your chart as at the bottom you say that 4DS has a Technology Market Value of US 110b and WBT US 25b. At this point of time WBT does have a US 25b to play in and 4DS has nothing to play in as it has no product.
    If you are going to look at both companies as to what they are inspiring to achieve then 4DS even if and when it gets a product up and commercially viable, it is only one product with variations in a limited market which WBT will be playing in as well alongside the whole market place for DISCRETE memory products including SCM, SSD’s Thumb drives etc plus the Ai and PIM products. If you add up the whole value of the memory market value at this point of time looking into the future, WBT will have products in volume in every sector of the memory market.
    If you look at it holistically WBT will have a far greater market share than what 4DS will ever have.
    Also do not try and inter-relate the co-ownership of patents and income the company achieves and royalties paid to Rice University. As you know Rice is paid a set royalty.
    Leti is a commercial agreement and neither Rice or Leti get any income from the marketing operations of WBT.
    But you already know that Khout’s

 
watchlist Created with Sketch. Add 4DS (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.