Member Info for Lewbo18

Esco/SGreen
I re-read the Jan 2020 QC collab announcement again.
SEE and QC aim to streamline the Software, optical path, chip to enable quicker integration for OEMs. So this path is a ready made solution.

Esco, what do you take from this? Just how long these things take to happen?

More build up to next week.

https://www.thinkers360.com/tl/blog/members/the-software-defined-car-for-the-human-centered-experience

https://www.eetimes.com/why-qualcomm-is-set-for-auto-dms-dominance/

Taking a lead from Terrym , the heading above is better than Green Blob !!

HAGD - I let you out for christmas.
Banging on about your wife banging on doesn't really provide any balance to this board. I do extensive research ( and am aware on things not mentioned here) so the influence on me of things written here are very limited but sometimes posters put stuff up that I haven't looked into. And the posts of JC which a lot of blobs ridicule are excellent reads and provide context in where the DMS market is going.
I blobbed you as your posts are neither constructive or amusing - might be just me though . Of course DYOR

Whilst Telegram has taken a lot of people from this BB it's useful to check in on both.

Still deciding on your fate though.

Caution!
Posts on Gin, horse racing or his wife banging about in the Maldives - what could be more Green blob than that LOL

Yes agree (blobs excluded) L2 looks like it might follow yesterday's walk down and up again.

Good stuff Terrym, certainly GM are ramping up the fight and taking it to Tesla. And in general DMS OMS will be part of it all and our SP will reflect that accordingly.

Agreed, good strength to bounce back to level. MMs had a couple of decent buy requests to fill so walked it down to get people to sell.

Mr 333 is back buying more. Is this a sign?

Yes, another decent amount of shares traded so far today, over 21m

And seems reasonably stable at or around these values.

Nice start to trading today. Let's see if this is a good month.

Enjoyed the Xilinx event from CES yesterday.
The implementation of our own Fovio chip can now be ported into their higher spec chips for more complex and multi tasking events.

As one of the 3 options for OEMs this puts SEE in a strong position rather than just software only.

To all those that didn't sell out.

Good news as now they are being replaced by buyers at these prices

Esco,
Merc have committed to using Nvidia in a few years. Colin is showing that Chinese oems are also doing it so Merc will get what others that have committed to Nvidia.
He also suggests that box makers... Make the car but not the software wont make a lot of money.

https://www.linkedin.com/posts/colin-barnden-1081376_nio-partners-with-nvidia-to-develop-a-new-activity-6754335833098088448-IhQq

Paul mentioned Japan and Korea at CMD and yes has mentioned both in video presentations. So perhaps there may be something in it...

Cant see the other big chip companies not wanting to look at this.