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17:07
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Originally posted by Brentb:
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Reading on here just makes me wonder why some people invest. If anyone knows that if you get involved in any semiconductor business, you quickly realise that it's quicker to watch paint dry. The big issue is not the company or our esteemed CEO but the semiconductor industry itself. There is so much change and development within the industry and it is like the industry is being reborn once again. One of the greatest changes that is effecting the industry is the advent of AI and the demands of AI on hardware, that coupled with FLASH, past it's used by date and the demands for faster more durable memory has put new development into hyper drive. We now have a multitude of new advanced memory in development or now ready to be commercialised that both FAB's/IDM's are being very cautious as to who will be the "Long Term Players" that will supply the requirements to the industry. As we all know that there has been a lot of failures with ReRAM from other companies including large companies and Tier 1 companies. One company that is at the forefront of development of ReRam is WBT. We have proved ourselves within the industry with what we have to offer at this point....but, the industry wants more from us before committing to setup for production of our ReRAM. I believe that we are in rapid enhancements to provide what the industry is asking for, with the likes of AI and the development of PIM etc. I believe that we are virtually at the breakthrough point of delivering and this is why we have not signed any customers. We are fighting the battle on multiple fronts and as it is so frustrating that it appears that there is no action I still firmly believe that we will become the No 1 developer and supplier of ReRAM. I have been with the company since 2016 and before Coby joined and I know that you will not find a better BOD that have developed the greatest company to bring about change in the industry. A frustrating as it is in a very short time history will be made!
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I've been invested in WBT for over 7 years and the progress has been painfully slow while the amount of money lost has been piling up (or not). Shares/bonuses/salaries are not aligned with shareholder returns - the sad story of many companies
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