NotiftheamountisnotmaterialthatiswhyPetervanderMadeisatpainstopointoutitisasmallnumberofchipsthathavebeensold."Not if the amount is not material that is why Peter van der Made is at pains to point out it is a small number of chips that have been sold."
AgainifthatsmallnumberisdistributedacrossarangeofEAPcustomers(23accordingtorayz)andthesmallengineeringfirmslikeEdgeImpulse(theARMengineeringecosystemhas35participatingfirms)theneachindividualcustomerpurchaseevenifoneofthecustomerswasFordMotorsorValeowouldnotbeamaterialtransactionandsoagaindoesnotneedtobereported.
8,000chipsdividedby30salesisroughly265chipsperorderat$5.00profitachipislessthan$1,500percustomer.WeknowhoweverthatmanyofthesefirstchipsaregoingintomodulesforraspberryPiandUSBstickssoeachsalewillbefarlessthan265percustomer.
Thisissobigeveryoneistryingtostayundertheradarandkeeptheirfirstmoveradvantage.Brainchipknowswhatitisdoinganditisdoingitverywell.
MyopiniononlyDYOR
FF
AKIDABallista
Thought you said they have all been sold?
Ann: Investor, page-312
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16.5¢ |
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Mkt cap ! $323.8M | |||
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| 53 | 2389988 | 16.0¢ |
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