Member Info for redindi

LTW

The video Klick found may have inadvertently leaked out which may be why SEE hasn't issued anything official. Noticed the video said 'at least one' so 1+ means, although not difficult, this will likely be the biggest Aviation deal to date. So, either as a separate contract or licence deal, it's newsworthy and again dependent on other parties, we could well get news later this week, maybe Thursday.

As for the semiconductor MOU, how long does it take to finalise details. You'd hope quicker than imminent.

And let's not forget the other avenues, like the rare, normal Auto RNS, eventually those European ones have to be announced.

Jimbo

Probably best using the figures given in the FY update. Covid 19 led to a guidance withdrawal?

Was it Rodders?

https://www.linkedin.com/posts/colin-barnden-1081376_its-getting-better-all-the-time-innovations-activity-6722806122396299264-VjKl

isb

A bit touchy. So, yes, you are very predictable, similar to Baxter, who is also humorous, who moans when it goes down, quiet mainly when going up, has nothing to offer re research, doesn't understand the company or indeed the differences between SEE and the rest even if spoon fed, couldn't be bothered in reading Rampy McGlones recent posts as it would go against your views but other than that, you're OK, apart from a total lack of humour

Yes, it's an absolute disgrace, SEE has only issued 5 fluffy RNS since the beginning of September, SEE should have issued more fluff like stuff they're under NDAs, that'll really ingratiate them with Ford, GM and Mercedes. But do it, I just hope it doesn't affect future contract negotiations with them and other OEMs.

UpDown

All depends on how you view short, medium and long term. Although it may not appear so right now, we are at the tipping point. I wouldn't let 2 models for a rush order on the same platform for a struggling OEM get you down. It really is fluff.

https://www.marklines.com/en/news/231931

https://www.google.com/amp/m.koreaherald.com/amp/view.php%3fud=20200830000193

30 June 2019

Actually, it was 12, but BMW, and still missing Audi, Porsche (SEYE count those separately), JLR. So, maybe less than 12. All Gen1 didn't get far.

And that's before the difference really began.

isb

I refer you to TLS' most recent post and rest my case. Once someone sees the difference, there is no comparison.

Great post, TLS.

isb

I was going on what SEE issued, the guard has changed since. I've always found it does no good looking back but others do.

But can't understand why anyone, even one who looks back can compare two totally different companies, one which was a tech company but has virtually stopped in its tracks, the other, a high tech company that keeps going forward. But perhaps some don't want to see that

Beef

I wouldn't have known what the green one said but predictable diatribe as always it would appears never failing to live up to his family motto 'never let facts get in the way of a good deramp'

Fonzoo

I suggest you read Colin's LinkedIn feed.

Fonzoo

So I take it DMS has been cancelled as no one else has won those RFQ. This is really getting surreal. One small win for the Swedish lot and people getting suicidal.

All that effort by Rampy McGlone and it's wasted. Weird!

Strange I think Paul asked, only recently but people have a short attention span it would appear, people to follow SEE, not SEYE. Following SEYE you might miss a lot that's going on elsewhere.

https://www.linkedin.com/posts/paulamcglone_seeingmachines-dms-innovation-activity-6716309711022628864-ALV_

Apples and pears, SEYE announce a small contract extension (2/3rds that of the last SEE extension) and all of a sudden people are reversing apples and pears. Eye tracking is eye tracking and so on, be it in China or the USA, Martin is great, Paul ain't, and all because SEYE announced a little contract which is probably all they've got because they've hardly got half a (agnostic) Pillar, let alone 3, they've got even less of a Fleet or Aviation model but they've got a research instrument division which is worth not a lot.

But SEYE issued a little contract win, probably to an area SEE ain't interested in, which if SEE had issued it would hardly have bothered people.

Apples and pears and some can't tell the difference.

Shallwe

Yes, very likely all of Volvo's new models and refreshes will include Level 2(+) capabilities, either as standard or possibly optional. Either way, if you have Level 2(+), unless you go heavy with camera's, there really is only one option, and cameras cost money.

As far as we know, only SEE DMS can detect intoxication, be it at 10, 37 or 82 mph, so unless SEYE has made big strides in the last year, which with its R&D spend would be remarkable, it doesn't matter what speed it's required to.

Only SEE has the necessary availability at speeds up to 82 mph to truly be called a safety DMS which will be needed for Level 2(+) (and below) so it's slightly confusing with GSR and ENCAP looming up, to say in traffic. Doesn't that cause problems, re safety ones, when it disengages above say 37 mph, drivers will get blasé surely?

Mr BB

Who really cares. If SEYE win the VW up!, so what. Which the SP, along with Viktors ramp, just about supports the current level. IF SEYE had won VW in total, not a chance, it's SP would be double or more if it had leaked

Not again. Perhaps you should ask VSI or LO, take the lowest figure and start to worry about it from there. Just before the expected news, I doubt it would be welcomed so would be hostile with a resultant effect on the SP. Perhaps best to wait....