Member Info for Seeing-2020

https://www.qualcomm.com/videos/seeing-machines

Seepee, I remember that interview it was around the time of CMD Nov 2019

Maybe the biggest thing so far this year was the recent Occula announcement and tech video

Tim and Rodney seemed very excited and they understand it better than any of us

True and if they want to save on ink they can call them VW

You are right of course Mr Lewbo, eejit was too kind a term

#7) institutional holdings increasing

The shares are moving from eejits to more edimicated investors

#NoEEJITS

Actually number 6 is not a "BOOM" sign because its never happened before

This is a purely unique situation

The people who come after us can rightly call it a sign

#6) Regulations

EuroNcap, US Senate, GSR all pushing for DMS

Biggest sign of all

#5) Recruitment Drive

We have seen a big ramp up in recruitment, but why do they need these new staff in Japan and other regions

Build it and they will come

Micron are part of that Nov Qualcomm event

I suspect we hear more about plans for Snap4 at this event

https://www.qualcomm.com/company/events/snapdragon-tech-summit

"Competition is good, good competition is good" PmcG Aug 2021

#4) The opposition give up

Signs from Sweden are a white flag. Even their uber positive PI Timo has agreed he was wrong all along and sold. That would be like Terry selling up, which is unthinkable

#3) Data is the new Gold or Oil or Platinum

All those years in dusty mining trucks and out on the highways in real world situations, gathering 7.8bn km of real world data

Priceless, but we can start talks at 500p

#2) Strong IP moat.

JC is our resident patent expert and seems very content, for a simple man like me Omnivision and QC says it all really

A clear pass for test 2.

#1) Ratio of Tier One partner to Derampers

Back in the day we only had one Tier One Takata, on an exclusive basis but we had plenty of high quality derampers.

Now we have 16 Tier Ones and just HAGD

So 16/1, good odds and a clear pass to test number one

All joking aside, once they start announced Snap4 and SnapRide wins it will be very easy to worknot all out

I think Bill Gates owns the license

China is an interesting and surprising upside Terry.

The financial model which results in a Bear case of 100p and a Bull case of 500p, assigns no value to China in fact it excludes China, so any win in China is upside on the 100-500p range.