Good to see some voices of reason in here..
I liked Wilzy's viewpoints the most.
I was seriously expecting to see more positivity in here..
I was personally thinking we'd get around 1.5 million, but that was with part of the Megachips IP licence fee.
Anybody expecting huge numbers, from chip sales or product IP usage, at this early stage, is literally dreaming..
When it does begin, those numbers will be trickles to start off with (hopefully a lot of independent trickles!
).
Look at the growth chart for ARM Holdings, who we've based our IP revenue model on.
View attachment 5054
I believe we're at the beginning of that curve and it may be 9 steps forward and 8 steps back, at the moment, but things are just starting and the only big lump sums we will get, are from licence fees, at the moment..
As some have said, it will be the retail throwing tantys, or short pushes, while those with more stomach (possibly institutional) accumulate.
I suck at timing sales and acquisitions, so I'm just going to watch the show as usual
..
My opinions only.
GLTAH!