It all comes down to proof the product works and the next line of products are more than likely to follow suit, if this happens and the product is clearly seen as a quantum leap in memory the market will act accordingly and that is a the big question, what would the big end of town price such a product.
Stoney reckons $55 around $9 billion which is not unreasonable when you look at the Fabs in the industry alone.
The initial revenue won't be a factor in pricing the company on proving the product to be what they say it is imo, looking at the volume and the re-rate i am guessing plenty are backing it as the leap they say and a much higher mcap to back it up.
Big money will pour in if they see a little 1/2 billion dollar company like WBT turning T2s into T1s and they will be happy to pay big dollars even if it takes another few years
Weebit - 2021and beyond, page-4970
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