4DS 2.60% 7.5¢ 4ds memory limited

Depth of knowledge held by imec., page-69

  1. 587 Posts.
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    yeah. this is the frustrating thing to me. it seems like they set themselves up to kill the shareprice at the knees. we had a huge open, 20c+ woudl have run into high 20's and settled mid 20s imo if they hadn't relentlessly dumped options, over, and over, and over, and over.

    the price is what it is 100% because of the behavior of the options holders. nothing else. anyone selling is doing so in reaction to the behavior of the options holders.

    implication is obvious, the sale price will always be a reflection of market value, they dont care about the market value at this point hence dumping their options and killing any momentum, and then outright smashing it back down to almost 10c... they dont expect the stock price to rise for some time, if they did , they'd have waited a little and liquidated their options in a less dramatic way.

    i think at this point we're 95% likley to get an announcement of 6 months more development before we even try to shop the thing.

    still in, but pissed off about the cloak and dagger. they could have announced that as part of the megabit success and softened the blow eg.

    "in light of the unexpected performance of the chip at this early stage we have decided that further development is warranted before we go to market, therefore we will discuss with imec and partners to investigate options to proceed past 60nm."

    or soemtihng to that effect.

    im still confident, im still on team 4ds, despite my anger at the shareprice currently and being ignored on the investor platform, but if i'd been on the board id certainly have handled this development differently.




 
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