4DS 0.00% 8.8¢ 4ds memory limited

@polecam. Unlike last meeting. Not so sure there's that much to...

  1. 770 Posts.
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    @polecam. Unlike last meeting. Not so sure there's that much to query this time, unless 4DS grenade us again. Next announcements should confirm that 4DS have significantly de-risked, and that 4DS are still on track to deliver out of fab in July. Maybe theres some question around October options and sales incentive pool to be asked. If no news on WD JDA renewal definitely poses questioning, expect that will be answered shortly though. Others here will have more to bring. This to me shows how much the climate has changed at 4DS pity the trading community doesn't see it that way. We will all know more soon enough. Personally would like to see that diagram on where 4DS stands between Nand and Dram updated to reflect current position. Happy to be a mushroom for a change just for now. Good hunting all.https://hotcopper.com.au/data/attachments/4295/4295126-9d70971f1c3cb660d880d30112034776.jpg

    I'll bet on a storm of $million dollar chips comes flooding our way soon. Yeah baby!!

    Last edited by Overlander78: 27/04/22
 
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