Agree. There is a both a need and potential demand but there are many different technological solutions currently in development.
4DS will need to convince the market/ memory maker (buyer) that their technology has significant cost and performance benefits to achieve wide scale adoption. Its not plug and play. EOM's etc need to make changes to their products to address the new memory tech. So Even if 4DS are successful in creating a working mega chip there is no guarantee that anyone will want to buy it.
I am hoping they are successful. IMO...we are looking at 12 months before a buyer arrives - if the chip has legs and is saleable.
If the technology was certain (or even a good outside chance) to be adopted by industry WD would already have absorbed 4DS. At the moment its just a good story. No more no less. Furthermore, the information vacuum from the company is not providing me any confidence.
Over on FBR posters there hung on to the vain hope that caterpillar (who had a MOU with FBR) would manufacture and market Hadirian or "Hardrian" as it became known. FBR declared the product functional, took the performance shares and Caterpillar buggered off! Share price tanked.
4DS Price at posting:
6.1¢ Sentiment: Hold Disclosure: Held
