I think they shot themselves in the foot a bit by being so firm...

I think they shot themselves in the foot a bit by being so firm in the announcement about wanting to sell the tech

This immediately puts a cap on the blue sky that the market could envisage

ie there is no "holy heck this could be a billion dollar company!!"

As its clear they will be looking to sell out well short of that figure

Having said that I like the memory technology space and was a happy buyer today