BRN 0.00% 28.0¢ brainchip holdings ltd

Why the drop in SP, page-93

  1. 8,917 Posts.
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    Thanks for your thoughts 952i.

    Your arguments are valid to some degree or other.

    Just a few that I guess we just have to disagree on

    A) Unrational, Bias and subjective. Point scraped - Sorry it was unprofessional in it's presentation. It really did look like it had been knocked up by the trainee without much oversight. It was probably the work of Peter. Don't get me wrong, Peter may be a very very smart dude, but presentation skills may not be his area of expertise. I think we have seen this before in his presentations. Best kept under the bench working on what he does best.

    They could've thrown in more figures to satisfy investors like you but they're going for a more metro marketing approach rather than the practical approach of AZK. They can't impress both practical investors or metro investors one or the other. Don't buy this, they could have given an executive overview for those who want this level of understanding, followed by the detail that would give some credibility in technical eyes.

    However it does reflect on whoever edited/reviewed the Ann, but does not make a reflection of the whole company that's silly. Well I guess this reinforces point 1 - not a very professional presentation.

    What do you mean by seed. Well a hardware chip is not going to start to think about a problem unless it is told what to do? Somehow, somewhere there has to be an instruction set so that it knows which problem to work on, otherwise it would start off trying to solve every problem known, and unknown to mankind.

    2. Brainchip processing more data than a modern BIOS can handle
    I much rather the second option.
    - well yes I agree, but what use is it, if the bus or memory stack is not fast enough to make use of the processing power? There are already research projects that are pushing the physical properties of electronics as we understand them. To design a chip that is an order of magnitude faster may need a complete rethink of the laws of physics. If anyone thinks Peter can solve all of this on his own, then good luck to them. I don't.

    I accept that you may not agree with my points, and that is good. If we all agreed then there would be no market.

    It would be nice if others (not yourself) had an equally open mind to the possibility that other views are valid.

    Best.
 
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