was my major take away - especially after the hiring of Lilac Zinger a month or 2 back ...specific foundry and IDM manager for wbt
when you state publicly that you are talking to all the majors in both categories and in specific instances of those 'evaluations' with names undisclosed they are going to capex to acquire specific 'machines' to enable opening additional manufacturing lines BECAUSE they are currently at full capacity ....adoption / production validation right there = $$$$$$
Unheard of by the majors unless what is being presented is a total disruptor and can return additional revenue per byte against existing lines ...that is huge for wbt - additional revenue into the future in a killer application category / ies
yep - did not miss that little gem
Latest Interview Coby- Stocks Down Under, page-39
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