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
4DS Price at posting:
7.0¢ Sentiment: Buy Disclosure: Held
(20min delay)
