4DS 2.35% 8.7¢ 4ds memory limited

Ann: Appendix 4E & Annual Report, page-87

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  1. 365 Posts.
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    Thanks for the post, interesting food for thought.

    My 2c - I get that it may be better for shareholders if value was added by having royalties from WDC then a sale to another company, but this would be at the expense of spending more time developing/refining/improving, and so at the expense of shareholders time, and what about CRs on top of that.

    Couldn't agree more with the statement that it's highly unlikely the IP won't be passed on to WDC. Probably goes without saying that if 4DS tech is ground-breaking then it's in WDC's best interest to own it. I don't see why they would contemplate paying royalties (losing profit) and risking another company owning the IP and eventually developing something with it (more competition, more profit loss). For a conglomerate like WDC, I don't see them wasting time for small gain. They've got a big savings account and if they want the tech they'll buy it.. IMO of course.
 
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