WBT weebit nano ltd
Add to My Watchlist 6.59% ! $1.56

you're right that cost is king.... but not just cost per bit to...

  1. jb206
    4,589 Posts.
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    28/02/25
    10:56
    Post #: 78071584
    i wonder if Coby is targeting a few very large volume deals rather than lots of small deals.

    worth a read of Everspins latest preso... Basically a key competitor
    https://investor.everspin.com/static-files/11f906c1-e951-495d-aeb3-85a6d56717ca
    wonder what the niche products could be.... He did mention something about specific voltages earlier.... But that can mostly be engineered around

    you're right that cost is king.... but not just cost per bit to manufacture.... don't forget to add engineering and WBT license fees.... I wonder if Coby is trying to charge a lot more for a superior product or if just charging the same as flash????
    i reckon he should give it away to free for the first customer to take it to production, just to prove it!!!

    One day flash should be replaced with ReRAM , if it lives up to hype....
    WBT Price at posting: $2.11 Sentiment: Hold Disclosure: Not Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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