The comparison between 4DS and WBT is to answer the question “Where should I park my cash?” and to answer that question I decided it is best to look at (1) catalysts and (2) speed to productisation and commercialisation.
WBT productisation Q4, 2019
WBT commercialisation Q4, 2020
The slide showed estimated time to commercialisation from May 2018 and it showed less than 2 years for WBT but 7 years for 4DS.
New production methods are needed for 4DS’ tech and the point I made is that if Intel couldn’t make manufacturing cost-effective with anything but silicon then guess what 4DS’ chances aren’t great.
Opinion only, dyor etc
Ann: Q2FY19 Activities Update and Appendix 4C, page-117
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