question is . . to sky water is this price sensitive? they have existing technologies . . they have clients . . they have production . .. wbt reram to them, while we know it has the potential of being massive the reality of them signing an agreement with us right now to 'add a new memory technique to their arsenal of tools' is just that . . another tool in their tool box.
in contrast wbt this is 'the first ' commercial agreement so it is massively price sensitive
i am seeing so many people with conclusion that because massive annpuncement for wbt it has to be massive for sky water . . but that isnt the case.
sit back . . relax . . we know announcement is coming . . . enjoy.
Ann: Voluntary suspension, page-160
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