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 aroundyou'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....
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you're right that cost is king.... but not just cost per bit to...
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$1.63 |
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Open | High | Low | Value | Volume |
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---|---|---|
6 | 2131 | $1.63 |
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Price($) | Vol. | No. |
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9 | 20198 | 1.620 |
6 | 3312 | 1.615 |
8 | 16769 | 1.610 |
4 | 8353 | 1.605 |
Price($) | Vol. | No. |
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1.630 | 256 | 1 |
1.635 | 3235 | 8 |
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