4DS 3.45% 9.0¢ 4ds memory limited

Sorry W, but imo that's too simplistic. Every ann. since imec...

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    Sorry W, but imo that's too simplistic.

    Every ann. since imec were appointed in 2017, has taken a certain % of risk off the table. For example, of all the comments today, I suspect the reference to heat tolerance might have been the most (derisking) significant. That comment implies to me that the exotic elements that are the foundation of many of the 4DS patents, are behaving (under heat) in a manner comparable (and acceptable) to the base silicon consumed by today's fabs.

    The other star item was perhaps when this very conservative board allowed itself the luxury of being prepared to call the next iteration as likely the last.

    Noting the level of comfort many have found from this board's history of under-committing and over-delivering, plus remembering that a successful deliverable will change the core of data center architecture, then 4DS surely now has a unique risk/reward profile.

    Of course I could have used a lot of stronger ramping adjectives in the above para but I think my message is still clear. Anyway, very happy to have a rational debate on this assertion.

    DYOR
 
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