You're right - if 4DS cannot get traction from a buyer on the basis of PL5 & 6 results (esp. PL6) alone - they will have to have a hard look at commercialisation of the tech. ie. development of a product that customers can get their hands on.
Something like a plug and play system memory card (DIMM module) - swap out the DRAM based memory in your system for 4DS RERAM.
There would be a lot of development required to create an on-card controller that can manage the flow of data to and from this card.
So a lot of money to spend.
But at the end of it, you can demonstrate the value of the product in a plug and play device. It wouldn't be the optimal solution (ie. one that requires a whole of system approach) but if customers can see a measurable decrease in energy usage and an increase in performance - it would provide a compelling case for someone with very deep pockets to take it further.
4DS Price at posting:
8.4¢ Sentiment: None Disclosure: Held
(20min delay)