As I have previously said, I meet all the then directors at a shareholder meeting eighteen months ago.
It was made very clear that the market for memory is so large, no one company is large enough to dominate in manufacturing
What I am seeing on Hotcopper most think there will be only one commercial agreement.
Dadi made it clear that the market is huge. Weebit intend to sell to the whole market.
Moore's Law shows that present Flash Memory is approaching its limit on how far it can be scaled.
This is urgent within the whole industry it is upon us now. Present Flash memory cannot be scaled any further. Flash will reach capacity some time in the very near future.
Most think there will be one only commercial deal. Weebit are aiming to be the the next Flash, market their ReRam Memory to every player in the memory field.
When the first commercial agreement is signed their will be many more to follow, 20 interested so far.
What will that do to the share price?
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