Ann: Successful $4.5 million Placement & Launch of SPP, page-63

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29/06/20

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Post #: 45518283
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Originally posted by mjshackl ↑

It's also not just about developing a transferable process.

It's also about locking up all the IP that you develop that's associated with that process. Every time they develop something new, they have to keep it secret until they can file a worldwide enforceable patent for it. You don't know how many of those you need when you set out, they come out of solving all the problems you encounter along the way. And lodging a patent is an expensive process. So maybe you budget on needing, say, 30 of them to get to the finish line - what happens when you're filing patent number 27 and you still have 12 months to go?

For me a parallel to this is something like the Moon Landing program. You have to solve all these problems like, "how do we maintain a comfortable environment in the spacecraft?" "How do we feed the astronauts?" "How do they go to the toilet?"
Each one of those problems will probably have a novel solution, that is formed from a layer cake of novel solutions, you're getting down to the detail like how you lubricate a bearing in a zero gravity environment without having oil droplets floating around the cabin (Teflon) or how to we keep tools from flying all over the place yet access them one handed (Velcro).

So I guess, all you have right now to do on is, do you trust the team? Are they doing the right thing? For me, if their main development partners thought the tech was a non-starter we wouldn't have HGST extending their JDA, or providing specific input into a fabrication iteration. IMEC wouldn't be entertaining further work with the tech (at least in the short-medium term) as they are selective about what they work on.

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Good metaphor, MJ. Tempts me to say a small step for WD is one giant leap for we retailers.

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Ann: Successful $4.5 million Placement & Launch of SPP, page-63

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Ann: Successful $4.5 million Placement & Launch of SPP, page-63

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