yeah its not exactly the hard sell is it, but hopefully it wont...

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cadgee

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14/10/23

11:22

Post #: 70342201
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Originally posted by Jockthegreat: ↑

Yes, he was quite adept at not answering how it would benefit. Either he doesn't actually know himself or how to articulate it, or he is intentionally being less than transparent (selling a dream / not disclosing as part of a strategy).

I notice he has quite a well-rehearsed playbook of talking points now, so I am leaning towards he isn't exactly skilled enough to know where this fits into the 'augmenting dram' because he can't actually explain how it fits in the architecture other than it's a bit like dram and a bit like flash.

What the punters want to know is...so what...why is that even important, how big is the problem it solves, is it even a real problem if flash and dram solve it well already? For all the market knows this could be just another cool and interesting gadget that never gets used because in fact there isn't a strong enough problem to be solved.

I also note that he says this should be worth a lot more than currently. My question is...why? He does little to explain why he thinks that, in fact he doesn't explain why at all. It kind of ties back to the point above where he avoids explaining at all where this actually makes a difference.
Don't expect the market to value the tech 'properly' if you don't even explain where the need is.

Some good points and he does seem genuinely excited but also avoiding answering these basic questions makes it sound suspect.

Also did I hear correctly that he is meeting with the COO and not the CEO? Let's see what the next update brings.

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yeah its not exactly the hard sell is it, but hopefully it wont matter cause the tech supposedly will sell itself based on its performance.
well soon see, but definitely need IMECs stamp on the next announcement.

4DS Price at posting: 14.0¢ Sentiment: Hold Disclosure: Held
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