Member Info for Lewbo18

Schlem
Barnden seems to know what he's talking about and is certainly much more technically literate than most in the DMS field.
He's just putting the technical slant on what all LTH's here have believed for years. DMS is happening.....

Maps, that interview was 9 Aug. Paul should have a fair idea on what they're doing, hopefully he will enlighten us all.

In previous interviews he said that soon SEE should know at least internally how the tie up with Qualcomm will add to business.
my expectation is that most underestimate how big the Qualcomm side could be. Few more months it'll be clear I expect.

As suggested here, i expect Stifel to issue a note post final results. Should be an interesting read. (if anyone can get it)

They must be busting to talk about it!

Such a reference client to have, that'll open doors.....

Tata have been doing 'DMS' for a while as well as a lot of other things. This current collaboration is available to early-access customers from today, which suggests they are aiming for wins much further down the line i expect.

L3 at Dubai airshow.

https://www.l3harris.com/events/trade-show/dubai-air-show-2021

Yes it's remarkable that SEE are working with Qualcomm as they fully intend to shake up automotive.

Soul,
I dont think we are the point where QC (or anyone) will bid. We have to get booked business to a level which makes it probable.
IF anyone bids we have major investors who can block a bid who also have a seat on the board.
I dont subscribe to the cheap bid scenario, however to PI's cheap to some here might be a fortune to others.
Lets see what happens..

Soul
Dont really think QC need to **** about acquring a few million quid worth. If they decide to buy they'll buy.
QC don't need to try to accumulate , not sure id they owned any of Veoneer.

I'm not sure if they'll buy SEE, maybe invest but who knows. Either way SEE are way undervalued currently. Let's see what happens.

So in summary, Redeye, Smarteye broker anticipate Qualcomm buying Seeing Machines... Well who knew.....

Terrym you could be on to something here. LA Auto Nov 19-28 and Fisker showing. From what we've seen Fisker are keen to promote as much as possible and suppliers don't look as tied by NDA's.
Dont really see why finals are being delayed as we know pretty much what they are and we've been told they'll be in line with whats been said.
Some other reason and could be news i reckon but let's see, exciting times ahead. Of course DYOR

A glowing investor note today on @Ford from Adam Jonas:

“2021 has been truly a breakthrough year for Ford…easily the most important year strategically for the company since the financial crisis.”

“Ford is convincing the stock market that they have a viable future.”

Really good read JC, interesting perspective on China

Extensively on your BB I said.
Joker I won't indulge you any longer as you have done no research on Smarteye at all. Timo is much more clued in to what is really going on.

You Joker are in the bin, to play, currently with yourself. Have a nice day...

He posted on twitter and more extensively on your BB. I know you've read them. He is very well researched on Seye and I fully agree with the reasons why he has completely sold out.

Strange that you don't know much about him.

Anyway remember it was you who posted how great Seye are on a SEE BB. Why not go onto your own BB and challenge Timo?

Joker you've picked 1 of his several reasons why he is completely sold out of Seye.
Care to address the others?

Timo gave a good set of reasons why he sold out. He was the biggest suppporter of Seye as you well know. Do you agree with his analysis since you used to hang on to his every word....

Ford shatters Wall Street’s earnings expectations, raises guidance for the year on new vehicle demand

Ford cited strong demand for newer products such as the Bronco SUV and Mustang Mach-E, which the company said could reach 200,000 units in sales globally a year.

“I believe we have the right plan to drive growth and unlock unprecedented value,” Ford CEO Jim Farley told investors Wednesday during a call. “You’re already seeing favorable change in the slope of our earnings and cash flow. There’s more to come.”

https://www.cnbc.com/2021/10/27/ford-f-earnings-q3-2021.html

Joker,
Timontti has expressed at length why he has sold up. All very valid points which I won't post here, but he was Seye's greatest supporter.

The recent two acquisitions seem to have bought quite similar skills of emotion sensing, however even Timo is a bit confused and unsure of how many years away these skills are applicable.