I reference a hypothetical which in CH's words surprised him that there was interest from customers who required discrete NVM without a selector. I'm saying that if that interest turned into a hard dollar agreement / order, then WBT would probably have to either:
* re-orient their priorities from embedded;
* hire more people and raise cash.
If this hypothetical was to play out, it is entirely consistent with CH interview with AK (Eureka):
- WBT does not need a CR till 2024 (interest only in the discrete / no order or agreement); or
- Hypothetical: WBT decides to raise cash on the basis they sign an agreement or have an order to manufacture discrete NVM modules.
Thanks for the clue.
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