The only good thing Dave said/highlighted, was that the company has spent 60 - 70m developing the technology. The MB chip works and the metrics are better than expected and faster than needed (given the tunability of memory and where the sweet spot is).
The company is taking their achievements to the next level with 20nm, and IF successful with Infineon, really hitting it out the park, yet the company's market cap is equal to the money spent, therefore, the market has not given any value to the achievements so far (one finger pointing at Dave for this f up). Changing my sentiment.
4DS Price at posting:
3.3¢ Sentiment: Buy Disclosure: Held
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(20min delay)