I also think that the licence route is the most logical solution for WD,
But 4DS always surprise shareholders.
For now, I think that the next announcement will just kick the can down the road, because I can't see Imec publicly endorsing the technology if WD needs more time. And WD always needs more time.
Without Imec allowing transmission of the data to others, there will be no competition.
So the price could go down after this announcement (but it is not a new thing for us).
... Witch will make some stealth accumulator happy.
May be when the one(s) that are accumulating will be satisfied with what he holds, then we will see a movment.
But certainly not a sure thing.
The longer they take to make their announcement, the better for me.
It could mean that some negociation is taking place.
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