Hi Drew,
I believe IMEC JDA will partly remain standing. In short, they will confirm stats in general terms and use wording to say it has achieved or bettered Dram without actual metrics in detail. They will leave that up to 4DS to state specific metrics in their own business strategies.
This licensing option others are on about , i suspect is a contingency of safety for WD to be able to benefit if they get out bided due to the potential disruptive technology promised. The other 2 facts that back this up is, that Jim D said in a video that licensing really doesn't work, and the sales pool bonus for the chairman. He is brought in to achieve a sale. 20 million options at sale vs a $50K salary. I know what i would focus on.
This is in our favour, to have the chairman's pay structure focused the way it is.
With the payout he is looking at for his effort, I am quite certain he is already in talks with multiple players.
A tsunami of cash is coming.
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