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Ann: Letter to Shareholders & Notice of Annual General Meeting, page-454

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  1. 6,262 Posts.
    lightbulb Created with Sketch. 1532
    DRAM is in the tens and tens of billions annually. 100 billion annually even. And growing at a good clip.

    if the technology is a "DRAM killer" it would need several years of validation in market and acceptance and adoption by the industry.

    must absolutely have better endurance.
    must absolutely be multiples cheaper to produce.
    must be as fast or better.
    Orders of magnitude better retention is bonus.

    without being battle hardened on deployment for several years the acquirer still takes a big risk.
    even still, with those metrics... I would think a fair amount. Multi billions
 
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