wilzy123
Founding Member
.... and who does this remind you of on here?I'm a 100% sure Mickledork is Sherman aka.Shareman... Writes exactly the same on the MF articles as the HC bs
.... and who does this remind you of on here?I'm a 100% sure Mickledork is Sherman aka.Shareman... Writes exactly the same on the MF articles as the HC bs
Might just be convergent evolution..I'm a 100% sure Mickledork is Sherman aka.Shareman... Writes exactly the same on the MF articles as the HC bs
My brain is stuck with the words market 2030 $15 trillion dollars won't be generated by the cloud it will come from Edge Devices.Thanks mate, will bookmark that straight away. Saved to watch later in yt account. Cheers
Some thoughts on the ARM chip;
1. Qualcomm litigation;
2. Major customers seeking to design their own processors.
3. ARM recently advised that it saw a major risk in having a large proportion of its business with a few major customers.
4. ARM recently announced proposed changes to its licensing model to increase revenue.
5. Softbank has $170B debt.
6. ARM is suddenly chummy with BRN.
1. Qualcomm supplies the processors for most mobile phones.
Qualcomm took over Nuvia which had a licence from ARM providing access to more advanced tech than the Qualcomm licence from ARM. ARM contends that the licence is non-transferrable. So does the ARM chip give ARM extra leverage over Qualcomm, possibly with a view to a settlement, because it would be a major shift for ARM to become a chip seller?
2. If ARM's major customers develop their own chips in competition with ARM, then ARM will need to find a new market. As we have seen selling IP to new customers is a tough job, so providing the finished article may be an easier task.
3. See 1 & 2.
4. This is no doubt linked to 5 and also to 1.
5. res ipsa loquitur. Softbank need a heap of readies.
6. The half-full version is my preferred outcome (ie, unsupported by any confirmatory evidence), where ARM decides to float off its in-house AI, Helium, and replace it with Akida 2 in their "more advanced" chip.
The dots here are:
BrainChip joining ARM's preferred partners,
the very recent announcement of ARM's fabless chip production plans, where
IFS is slated to be the fab,
BRN is an IFS partner, and
ARM is about to sing Akida's praises.
Well didn't someone quote Sean as saying that an option was for us to "sell them the chip"?There does seem to be something very exciting bubbling away in the old crockpot, doesn't there Dodgy?
One thing I thought was a bit odd though about the article I read on Arm's chip-making ambitions was where it stated "People close to Arm insist there are no plans to sell or license the product and that it is only working on a prototype" and "The hope is that the prototype will allow it to demonstrate the power and capabilities of its designs to the wider market".
I don't understand what the point would be in working on a prototype if it wasn't going to be sold or licensed?Am I missing something?
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Used to mean your rings were shot ...Well didn't someone quote Sean as saying that an option was for us to "sell them the chip"?
I think we have learned that licensing IP is a hard sell. ARM is warning that it has only a few major customer making up 75%+ of their sales. You've got to pretty big to have a custom-made chip for yourself - it costs a few million dollars.
So are we now walking back the IP licence only model?
I'd also like to see us licensing the Akida simulation software for commercial use as we did with Studio. Software licences are renewable annually, and we could also licence our model libraries. These would involve no capital outlay from the users, just the licence fee, and no repeat manufacturing costs other than improvements and debugging for us.
In modern parlance, we need to monetize our assets.
Now hopefully there will be a big announcement in the coming weeks so you can see I'm just blowing smoke (whatever that means).
"So are we now walking back the IP licence only model?"Well didn't someone quote Sean as saying that an option was for us to "sell them the chip"?
I think we have learned that licensing IP is a hard sell. ARM is warning that it has only a few major customer making up 75%+ of their sales. You've got to pretty big to have a custom-made chip for yourself - it costs a few million dollars.
So are we now walking back the IP licence only model?
I'd also like to see us licensing the Akida simulation software for commercial use as we did with Studio. Software licences are renewable annually, and we could also licence our model libraries. These would involve no capital outlay from the users, just the licence fee, and no repeat manufacturing costs other than improvements and debugging for us.
In modern parlance, we need to monetize our assets.
Now hopefully there will be a big announcement in the coming weeks so you can see I'm just blowing smoke (whatever that means).
Give you a little advise, in case she does find out i’m clearing out the garage to make room for my bed till end of 2024 hopefully till our great company brings in the bacon, the real revenue.🥹I’ll have to learn self defence if the better half looks up the SP at the moment![]()
Some thoughts on the ARM chip;
1. Qualcomm litigation;
2. Major customers seeking to design their own processors.
3. ARM recently advised that it saw a major risk in having a large proportion of its business with a few major customers.
4. ARM recently announced proposed changes to its licensing model to increase revenue.
5. Softbank has $170B debt.
6. ARM is suddenly chummy with BRN.
1. Qualcomm supplies the processors for most mobile phones.
Qualcomm took over Nuvia which had a licence from ARM providing access to more advanced tech than the Qualcomm licence from ARM. ARM contends that the licence is non-transferrable. So does the ARM chip give ARM extra leverage over Qualcomm, possibly with a view to a settlement, because it would be a major shift for ARM to become a chip seller?
2. If ARM's major customers develop their own chips in competition with ARM, then ARM will need to find a new market. As we have seen selling IP to new customers is a tough job, so providing the finished article may be an easier task.
3. See 1 & 2.
4. This is no doubt linked to 5 and also to 1.
5. res ipsa loquitur. Softbank need a heap of readies.
6. The half-full version is my preferred outcome (ie, unsupported by any confirmatory evidence), where ARM decides to float off its in-house AI, Helium, and replace it with Akida 2 in their "more advanced" chip.
The dots here are:
BrainChip joining ARM's preferred partners,
the very recent announcement of ARM's fabless chip production plans, where
IFS is slated to be the fab,
BRN is an IFS partner, and
ARM is about to sing Akida's praises.
These director bonus shares are not a given part of their healthy salary package by the fact they require Shareholder Approval.Wha..?? I base it on the current outlook and how we are tracking as a company, since we are getting fed little to no info about future sales/targets or future income. Id love to get 2 million shares as a "Bonus" as a CEO. While the rest of us Retail watch it drop below 40cents.
So explain to me why they actually deserve said share's while earning an insane income already...?? This is my opinion on the topic and i don't have to give an apology.
Right now i can have a differing opinion on things, just like you can. Feeling a bit like a bear lately with the markets is all. Will no doubt change once we actually get some rock solid updates on how things are tracking.
Cheers.
I think I get what's going on now.
Hopefully it's this.
View attachment 34997
Not this...
View attachment 34998
View attachment 34996
No, they are not fodder Bravo
I don’t find it offensive as if you don’t ask you don’t get. I just find it unfair until we start seeing regular revenue from customers and then I’d be more than happy to vote yes.These director bonus shares are not a given part of their healthy salary package by the fact they require Shareholder Approval.
Personally I find it offensive under current circumstances that bonuses be proposed at all.