Well said. I was going to write a longer post but no time.
Key points, delay in signing does not mean what doubters think it means. The whole industry is moving towards reram. Mram will phase down over time. So will flash.
Coby's key challenge is 1st customer hesitation.
WBT is brand new tech , 1st customer will be reluctant and they have had some issues outside their control.
The tech is proven, it works, T1's and big customers take take to evaluate.
Sure, everyone is disappointed it's taking longer than hoped, but do not lose hope. The industry needs and wants this tech and is moving towards it.
The company that WBT hired 3 people from was a small MRAM company, it went broke.
Also Embedded will be much bigger revenue than people are estimating.
One new thing about Discreet , if WBT makes our own chips we can use any foundry and keep majority of money from it.
No specific update on progress.
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