I think they have a brilliant execution strategy as they plan to achieve initial revenue by just licensing the tech to embedded memory providers. Once all the r&d are done, the costs for this type of licensing business is almost nothing.
In one of the presentation, it was noted "2018 - IP Revenue $2b / year". The fact that they even mentioned the year shows confidence. Any idea what the MC will be if they hit this target?
I think they have a brilliant execution strategy as they plan to...
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