No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
Score1
Comments2
▶ Full Post Text
WBT seems the standout leader in reRam which is touted as the successor to flash in the NVM space.
Sandisk have spoken about its advantages in the past.
Now that they have some muscle, and if they don’t get dumped suddenly, how attractive would that acquisition look to SNDK?
If it is a possibility what would that do to WBT’s share price?