4DS chart, page-3763

Tex, I'm not looking to harass you, but when you make statements such as: "

This stock is Schrodinger's cat in a lead box until they open the lid" I see you having some knowledge of this stock, but nonetheless are making binary statements which I consider patently unrepresentative of current knowledge. Especially in the context of risk, which you raised recently.​

I believe this enterprise deserved the lead box view 12 years ago and for some time after. Patent applications came along repeatedly, but on their own, they don't pay the bills. ​

But, starting with the first agreement with WDC, I believe any reasonable person can track a continuous path of progressive de-risking. The consistent renewal of the WDC agreement (with an early re-sign last year) the enthusiastic engagement by imec, the continuing statements that this make-ready phase is much less risky than the previous R&D activity and now the focus on Wafer 17: all these milestones are consistent with industry practice and represent continuing, reliable progress.​

Of course there are the unknown unknowns, but there is (still, yet) no surprise competitor looming to thwart us. As was suggested here, go search "non-filamentary reram for storage class memory"...or similar. The result is a very bare results page!​

Welcome on board with your investment, but please let's represent today's risk as it is: still present (of course) but a lot lower than at any time in the past and continuously and consistently diminishing.​

IMO ​