Honestly no one knows what this is worth, not me, not you, not the super funds or institutional investors......do you really think the investment funds have significantly more knowledge than people here?
everyone is guessing on the exponential growth of embedded memory, IOT is going everywhere, yes it will be a huge market, but I don't know what share WBT will gain.....
I'm happy to wait on the sidelines and miss the beginning until we see the growth start to materilise.
This report has CAGR of 15% for all NVM, whilst the WBT slide shows CAGR of 131% for ReRAM, thats massive!!!,, but everyone is guessing...
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Honestly no one knows what this is worth, not me, not you, not...
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