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13/06/20

20:10

Post #: 45206192
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Originally posted by Kappa1111: ↑

Bob F . That’s a great overview. And I have no preconceived view of cost of a chip. Am relying on rule-of-thumb that’s often applied to semiconductor manufacturing as well as Moore’s Law in computing, each of which ascertain a “truth” that costs massively reduce with increased capacity (functionality) and increased production volumes (development, fab and material costs) are apportioned over higher numbers which is why Intel is so competitive against newer players. I’m not a great believer in comparing to Apple, Facebook, Microsoft - It took Apple about 25 years (mid2000’s) for its valuation to hit multi-billion$$. I think it’s unhelpful to see AKP in same light. Better to look at a disrupter like Mobileye which gained traction in its market cap after achieving revenue. And that took years

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"Better to look at a disrupter like Mobileye which gained traction in its market cap after achieving revenue. And that took years."

Mobileye was acquired by Intel for $15.3 billion back in 2017. AKP will also be a disrupter so who knows if the likes of Apple, Samsung, Sony, Intel, etc have already got AKP on their radar. Didn't Fred say years ago he had rejected a few low ball offers?

AKP Price at posting: $20.10 Sentiment: Buy Disclosure: Held
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