The first target market for this type of memory won't be best-buy retail units, but instead embedded in low-power/small battery devices. Smart Phones are wher

The first target market for this type of memory won't be best-buy retail units, but instead embedded in low-power/small battery devices. Smart Phones are where I'd expect these to first make an appearance - so 10s of millions of units over the next five years is a pretty inconsequential target, particularly if they are just licensing their IP.