4DS 6.10% 8.7¢ 4ds memory limited

Have to say I agree, I don't feel like these interviews come...

  1. 365 Posts.
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    Have to say I agree, I don't feel like these interviews come across well. There are some positive statements but overall it feels like a world of difference compared with say Dr.W's webinar (late last year I think). Some parts of the interview lost me, coupled with bad analogies. This "augmenting" approach isn't sitting well with me... I remember they used to mention cloud or data centres. It sounds like they don't believe they have universal memory or new tech that aims to replace existing.

    My main focus with this stock has been the link to imec/hgst/wd and what they're trying to achieve, so I'm still keen to see what comes out of that.
    Investor hub is a road to frustration (@vinneh you're not the only that gets ignored, even with a hin, only some of my questions have been answered, far from great answers at that). Dunno, feeling a bit more cautious overall.


    Last edited by Hrunting: 14/10/23
 
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