MSIMaker,
Here on Hotcopper we talk alot about the potential of companies not just about what they have done in the past. If your analysis of a company comprises ONLY of what HAS been announced and reported then how are you ever going to beat the market and make decent profits? The good people here have contributed some great posts, is it privy information...no..it's all there but certain pieces added together give us a good idea on probabilities and potential (thats why they call it a spec stock). So with facts we come to assumptions.
Fact 1) Aug 4th - Announced final stages with tier 1 lighting company.
Fact 2) TMT with their close coverage has told us Telink are working with GE and Philips.
Fact 3) Xped has developed a stack for the same processor thats in the light bulbs. Ref Duchamps post:
Post #:
19406933
The Philips Hue Bridge contains an ARM processor STM32F217VET6 by ST. This is a Cortex M3 device
page 7 of http://colinoflynn.com/wp-content/uploads/2016/08/us-16-OFlynn-A-Lightbulb-Worm-wp.pdf
The Xped IoT stack has been developed for a Cortex M3 MCU
page 13 ofhttp://www.xped.com/media/XPED0026-ADRC-Overview-Document-v1.2.pdf
Fact 4) Philips hue light is currently clunky to setup and ADRC would be the perfect solution to this problem. Reff screenshot.
So with all these facts it's not ridiculous to speculate that there is a good chance we will have a deal in the short term.
You have the right to counter our SPECULATIONS with your own FACTS, but you simply can't counter our facts. Unless you have something of substance that doesn't include an ignorant rant please move along.
Ups
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- Lighting IOT Chip Possibility of a Licencing Deal with Philips
Lighting IOT Chip Possibility of a Licencing Deal with Philips, page-112
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