This is music to my dreaming ears, but I see 1 problem; We're at $60m market cap, surely if some 'big pocket' tech companies, with billions of dollar in R&D budgets, thought we had what everyone has been looking for, and/or are on track to achieve the 'never been achieved before', they would have taken us out by now. I find it hard to wrap my head around this blatantly obvious shortfall in the narrative here. If Infineon thought we're so great to "partner" with, why haven't they taken us out with their EUR2bn R&D budget, our market cap is 2% of their annual R&D budget, or the "so called" Tier 1 Foundry, if it's TSMC, their annual R&D is US$6bn - we're 1% of that.
I want to be dreaming too, but my reality isn't lining up and too deep in the red not to hold on.
20nm success will give us an absolute reality check if successful.
4DS Price at posting:
3.3¢ Sentiment: None Disclosure: Held
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