My impression is that this IMEC deal is going to be prioritised over retention. Building a chip will encompass retention data. The company is very excited about the IMEC relationship. The group is little known here but well-known in the US and Europe. The deal brings with it further credibility - 4DS says IMEC chooses who it will work with and has gear not presently available to WD. The announcements they put out, including yesterday's, are written for the industry participants rather than investors. I don't think we need to remain strapped in, the timeline has been extended. 40c?????
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My impression is that this IMEC deal is going to be prioritised...
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