you are right, slide 20 is more conservative, only 20% of the huge number waved in our face at slide 4.
It just worries me when startup companies throw big market numbers around without any realistic discussion of what market share is attainable.
Slide 20, while much smaller, still implies the vibe that all that market is ours. Remember that while those figures may be accurate projections of final market sales for all semi-conductors, NVM will only be a small proportion of that, and then the question is how much of that NVM will be WBT.
My questions remain:
How much of that market is available to current WBT product today, and when will WBR ReRam be able to give me a 125GB usb drive.
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