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8.8¢ 4ds memory limited

4DS - Anything but Charting, page-27013

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AM27

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19/08/23

00:18

Post #: 69429172
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Originally posted by mjshackl: ↑

Addressible market for DRAM something like 100 billion a year and climbing. 4DS is looking to augment that market, there's a lot of hot RAM in data centres.

Remember, the purchaser of 4DS will also acquire the licensing contract between WD and 4DS. So you have a competitor funneling money to you in a monstrous potential market.

And remember, 4DS doesn't have a fully fledged product at the end of this development program. Whoever acquires the company has to bring resources to bear on developing the product and building the production infrastructure. There's only a handful of machines that can fab PCMO at the moment. If WD doesn't have a couple of billion to buy a company it doesn't have another 10 billion to spend on a new fab and product development.

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To me it doesnt make sense for WD to purchase. Like you say a lot of work left to get this to a product. wd could be better off to take the cheap license and spend the rest getting in front of whoever buys it out. Eventually it will be copied or bettered anyway. WD could have a 2 year head start on development just by taking the license out once 4ds proves the fab process.

4DS Price at posting: 6.6¢ Sentiment: Buy Disclosure: Held
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Last 8.8¢		Change -0.002(2.22%)		Mkt cap ! $155.1M

Open	High	Low	Value	Volume
9.0¢	9.1¢	8.8¢	$255.0K	2.855M

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No.	Vol.	Price($)
5	201205	8.8¢

Sellers (Offers)

Price($)	Vol.	No.
8.9¢	20000	1

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No.	Vol.	Price($)
5	201205	0.088
8	774567	0.087
5	576804	0.086
13	1368456	0.085
2	220000	0.084

Price($)	Vol.	No.
0.089	20000	1
0.090	313381	2
0.091	11445	1
0.092	683892	3
0.093	181179	3

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