BRN 4.26% 24.5¢ brainchip holdings ltd

2022 BRN Discussion, page-6197

  1. 10,234 Posts.
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    Great post again. Intel is under the pump. Mike Davies reaction to a little bit of trolling last year about where Brainchip was on the curve was a clear over reaction and a sign of someone who was/is under enormous pressure to achieve the impossible in an impossibly short timeframe.

    Intel is now going in a different direction hoping to ride the Biden subsidy wave to commercial chip production success but realistically with every major market chasing chip production independence how much market share is likely to be available.

    The perception that Intel is/was the big player in neuromorphic has probably played out well for Brainchip as other small players have been frightened away allowing Brainchip a free kick while researchers have all been jumping on board the Intel Titanic expecting that it had the solution for neuromorphic computing locked in.

    The dismissive response of others in the industry towards Peter van der Made's approach earlier on also was an advantage as no one felt the need to look closely at what he was doing.

    Those who bought at the beginning and still hold are true visionaries.

    My opinion only DYOR
    FF

    AKIDA BALLISTA
 
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