4DS - Anything but Charting, page-19383

We pay IMEC. For WD it is probably insignificant. So its a bit of an asymmetrical bet for WD. Less asymmetrical for retail investors who are fed bs and not nothing of substance.

I used to believe having WD onboard was a very strong signal, however less inclined to believe that now. Also I found it concerning they managed to drop the scm market comment, include some irrelevant (imo) imec royalty info, yet zero mention of WD/hgst or even our industry partner.

No feedback from the hgst meeting. In the past I would be ok but my lack of faith in directors given this recent debacle, im thinking the no news is in fact not good news.