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Why the likes of Apple, Samsung, Amazon and Google need this technology.



computer storage technology is a bit like a car's steering wheel.

we don't really care about it, as long as it works.

but if you are apple, samsung, amazon or google, grappling with artificial intelligence, augmented reality and blockchain, storage tech is a big deal.

that's because the existing technology is really old: at one end There is flash and the other, d-ram.

while flash doesn't need power to hang on to it's data, it is very slow. d-ram is fast, but if the power goes off, it forgets everything. plus, its physical size increases with its capacity and it's very expensive.

4DS Memory is currently commercializing a new type of memory called Interface Switching ReRAM that will sit in between both flash and d-ram.

talking to editor of insidemarket.net phil carey, 4ds ceo jim dorrian reveals discussions with some of the world's largest technology manufacturers about 4ds' reram.

he also explains why big tech players are interested in hIS technology and why it is essential to their development. [watch this video now]


4ds memory is currently collaborating WITH THE WORLD'S PREEMINENT RESEARCH FACILITY, IMEC, IN BELGIUM, to commercialize its technology.

having proven that 4ds' technology works at the bit scale, the next step is to create a working megabit chip: that's where imec comes in.

imec is a not-for-profit organisation with three and a half thousand staff.

technology is only accepted by their team if it is considered sufficiently significant on a global change scale. [watch this video now]


Jim Dorian was instrumental in the establishment and eventual sale of Arbor to Oracle for $4 billion in 2007.

As a general partner at Crosspoint Venture Partners his deals also included Bill Me Later's $1 billion acquisition by Paypal in 2008.


He is confident 4DS will become his biggest deal ever. so how does he make his investment decisions? [watch this video now]

insidemarket.net nor any of it's team offer any financial or investment advice. Please refer to our disclaimer.

4DS Memory Jim Dorrian interview part 2



computer storage technology is a bit like a car's steering wheel.

we dont really care about it, as long as it works.

but if you are apple, samsung, amazon or google, grappling with artificial intelligence, augmented reality and blockchain, storage tech is a big deal.

that's because the exisitng technology is really old: at one end There is flash and the other, dram.

while flash doesn't need power to hang on to it's data it is very slow. dram is fast but if the power goes off it forgets everything. plus it's physical size increases with it's capacity and it's very expensive.

4DS Memory is currently commercializing a new type of memory called Interface Switching ReRAM that will sit in between both flash and dram.

talking to editor of insidemarket.net phil carey, 4ds ceo jim dorrian admitted to having discussions with some of the world's largest technology manufacturers about their reram.

in this video he also explains why the big players are interested in hIS type of technology, but why it is essential to their development. [watch this video now]


4ds memory's technology is currently IN COLLABORATIVE DEVELOPMENT WITH THE WORLD'S PREEMINENT RESEARCH FACILITY, IMEC IN BELGIUM.

having proved that the 4ds technology works in a single cell, the next step is to create a working one megabit chip and that's where imec comes in.

imec is a not for profit organisation with three and a half thousand staff.

technology is only accepted by their team if it is considered sufficiently significant on a global change scale. [watch this video now]


Jim Dorian was instrumental in the establishment and eventual sale of Arbor to Oracle for $4 billion in 2007.

As a general partner at Crosspoint Venture Partners his deals also included Bill Me Later's $1 billion acquisition by Paypal in 2008.


He is confident 4DS will become his biggest deal ever. so how does he make his investment decisions? [watch this video now]

insidemarket.net nor any of it's team offer any financial or investment advice. Please refer to our disclaimer.

A refreshingly frank conversation from a CEO. We got it wrong.

Updated: Jun 15, 2020


Investing in tech isn't always easy.

There's a lot of hype, a lot of promises and a lot of potential.

But the CEOs of today's tech companies could do a lot worse than to follow the lead of Nir Gabay, CEO of Elsight (ASX:ELS).

Elsight is a 'solution provider' with ground-breaking technology that offers the world’s fastest, super wide band, military-grade hack proof, always on, video transmission systems.

From troops or police on the ground, who need a guaranteed live video stream, to drones, medical emergency first responders, security services, through to autonomous vehicles, Elsights' technology allows HD quality video transmission using cellular networks.

The technology is already widely used by the Israeli Defence Force.

Elsight technology also has one of the lowest delays in transmission time.

This extremely low-level-latency, which is the lag time from start of sending signal to receiving a video signal is less than .5 of a second and this is particularly important in autonomous vehicles.

So with all this potential, why was the share price $1.50 at the start of 2018 and at the time of writing, is around $0.47.

In a refreshingly frank interview, Gabay admitted to InsideMarket that they have been going about things the wrong way.


The problem, according to Gabay, is two fold.

First, much of the business Elsight targets is government related and therefore approvals move slowly.

Secondly, they made a conscious decision to work on large scale strategic projects rather than smaller revenue generating targets.


Hikvision, headquartered in Hangzhou, China claims to be the leading video and IoT product provider in the world, with video as its core technology.

It is also an example, says Gabay, of how he believes big money will eventually come from strategic partnerships with companies like the Chinese giant. (Market cap of US$29b according to Forbes.)

Elsight, he says, develops video solutions while Hickvision is a video product company.

But in a refreshing fashion, he admits the importance of this distinction is something they failed to properly convey to the market.


Gabay says, over the coming months, he has launched a new strategy that will see Elsight target (verticals), that will have a direct effect on revenue.


The full 16 minute interview with Nir Gabay is below. In this interview, he goes on to say:

Large revenue streams will come from the autonomous vehicle market over the next few years.

There are some good reasons to keep watching this company:

The CEO was invited to meet Australian Defence Minister in the next few months.

One of world's largest autonomous vehicle companies is currently testing Elsight’S technology.

And it is in negotiation with a world leading military robotic vehicle company.

Non Disclosure Agreements prevent the names of either of these two companies being released at the moment

But definitely watch the Elsight space.

And if you've enjoyed this blog, please share it with friends and colleagues.


The InsideMarket Private Fund currently owns shares in Elsight.

However, we received no payment from the company for this coverage. Nor do we recommend or advise to buy or sell ELS shares. ELS shares should be considered very speculative, high-risk, and very volatile. There are significant risks inherent in developing new technologies that are not discussed here. You should always seek professional advice before considering any share purchase or sale. Please read our full disclaimer here.

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