I understand your caution, but you cannot compare WBT to BUD. I am a former investor in BUD, like alot here. But BUD was a complete disaster due to incompetent mgmt., having no real product that the market wanted , and giving wildly inaccurate sales and forecast figures. Ie they lied.
Anyone else remember the 3 week suspension and 40 pages clarification statement?
The demand for WBT has hit a tipping point , the majority of the world's Top FAB's want our reram , now.
I get it, it's good to be cautious, but right now is the right time to be bullish WBT.
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