Its not quite that simple. Unless the tech world has got a lot dumber since I "retired" from consulting, these firms qualify their customers. They don't just sign with anyone because every deal carries reputation risk. They qualify the customer, the tech involved and the people involved first and only proceed where they believe the benefits outweigh the risks. Even more importantly in this case they have agreed to sign with 4DS when 4DS does not have the cash in place or a secure funding path. That really is something.
Lets say they design a mem controller, but the 4DS tech doesn't work with it, then there is an argument about whether they screwed the design up or 4DS tech doesn't work as planned. Either way there is a public stoush, maybe a court case, and reputational damage. It is most unusual for this kind of a firm to hop into bed with a tiny underfunded unknown start-up when they have the like of NVidia and Apple keeping them occupied. No reputation risk versus massive risk. It is even more surprising that they have even considered a deal with a company that doesn't actually have the cash at hand to fund the agreement. No. All of this is actually extremely positive concerning what 4DS has and Infinion involvement in this at this point is a huge vote of confidence. Of course we don't get to actually understand all of this because the Rocket Scientists at the top of the org managed to bury all the advantages in a total abortion of a company strategy and CR.
4DS has a remarkable ability to snatch defeat from the jaws of victory. Thank heaven the tech seems to actually be revolutionary and workable, because these guys are the world's leaders in anti-hype.
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