WBT and Leti are sharing some patents. In the discrete memory they will have to use the selector from Leti How much does WBT have to share with Leti from their profits? Any deal with Leti coming soon?
It seemed to me from the interview that Perlmutter is putting all his hopes and bets on SiEn. From the side of South Korea there is no excitement, as it seems. The chinese instead are more than excited. Yes chinese market is gigantic and this is for us also a gigantic opportunity.
About the CP, I will need now more than 2$ to recover my money, in other words almost 10 bags from now. Maybe I will have another one in the beginning of next year.
In this regard I'm not that excited, because no sophisticated investors in site, as it was promised with the consolidation.
That's the reason why we are sitting at a MC of 25M and 4DS almost 3x that.
Very disappointing that the management doesn't care much about the long term SH.
WBT and Leti are sharing some patents. In the discrete memory...
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$1.85 |
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Mkt cap ! $347.6M | |||
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