4DS

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8.3¢ 4ds memory limited

Ann: Change of Director's Interest, page-120

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mooselington

403 Posts.

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12/02/24

18:46

Post #: 72366531
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I'm interested to know what people who are asking for detailed retention specifications what they you looking for exactly...?
>What retention results would you think is good / bad?
>what number from 4DS would make you "comfortable" they've made a tech that is worthwhile / could be successful in the market / could serve their customers needs?
>Based on what we've been told, what are you expecting 4DS has achieved?

Originally posted by Jockthegreat: ↑

Like ive said those making money from 4ds are management and those who trade the orchestrated pumps.

There is no mega buyout on the horizon. There is no rerate, or it would have happened on the mbit success.

and no matter how many times people say retention isnt important, or this is as good as done, or we are about to disrupt the market...the fact is we are at 8c...the market doesnt believe what the company have put out...best of all DM doesnt care, he still gets paid regardless.

wait for the next pump, then do it all again when 4ds move onto PL7 and PL8. Remember 3 years of cash left, 3 years of imec deals to go.

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Originally posted by vinneh: ↑

i know, everyones sick of hearing about it.
im sorry.

i just want to know something factual about their "evident" retention.

its still not even clear what they mean by tunable. do they mean in-oven setting per lot, or are they saying its a function of how long you spend writing the cell? the reason characterization of metrics is important is because its often a tug of war between them.
even dram has "some evident retention" if you make the time scale short enough....

fair enough, you all want to pretend its fine? im done. i wont bring it up again.

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Originally posted by Freeza: ↑

infact, to save them all the hassle , maybe they should retract the fact that its tuneable, and just say "retention is evident"

they actually did say that for a while. then they discovered it was able to be maniupulated without affecting the core functionality of the tech.

so they had a eureka moment and said "wow this is sick, lets release an ANN and tell shareholders that weve added this improvement, cause theyre gunna f*in love this point of difference and one of a kind ability"

hotcopper "yeh but what the f* is the retention you lying dogs"

Expand

Originally posted by Patchspike: ↑

Pepper
Am sure the retention is tuneable, but the question is to what extent and what gives on other metrics as it is tuned?
Unfortunately I agree with Vin that Ting saying it is not a problem does not cut the
mustard
Every time over the last few years when 4DS analyses a platform lot retention metrics are kept in the dark
It's like the old "trust me I'm a broker..." comment to smooth the anxiety
No one here who wants there long position to reward them with riches likes these comments
I would like it to work too, but no way am I naive enough just to except a one man tech band, who has a vested interest, that all is ok

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Last edited by mooselington: 12/02/24

4DS Price at posting: 8.7¢ Sentiment: None Disclosure: Held
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Ann: Change of Director's Interest, page-120

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Ann: Change of Director's Interest, page-120

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