Good meeting. Lots of Q&A time.
Howard and David were in attendance, fielded all the questions well with straight answers … as we.ve come to expect from them.
First iteration of the new platform due mid first quarter CY. It is somewhat experimental, being done on new equipment so they are not expecting to finalise the testing with this. They have learnt from the previous runs to introduce variances in the production process so they can see the direction they need to take.
They expect to wrap this up sometime 2020, earlier or later depending upon when they can release full technical results to the market.
Lots of people will have reports … a few points to note.
They believe they have NO competition in the field of storage class memory. What they have is unique. There are fast tracked patents to prove it (a rare thing apparently) and more in the pipeline.
They reiterated that the 4DS product is superior to the filamentary RAM being developed, as it has a lot more generational capacity for development in the future, whereas filamentary RERAM will reach its limit of development far more rapidly.
They believe the work is done with respect to development, this stage is the easier part where they are just adapting it to the array.
Lots more to be said - I'll let others have a go
I'm happy
