I agree Sir, but what they are pitching is a faster gateway to data centre warehouses.. Which leads to mass data storage and that is the area 4ds will look to drive market share, amongst other areas... It also highlights the strategic inter connectivity that is apparent in the semi conductor space.. Which is fast becoming an east v west battle more so than an us v them sector rivalry. I saw it as simply another addition where we find 4DS either directly or indirectly linked to all 3 & ergo I feel it bodes well. 8tey
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