ADRC potential, page-13

First 13 Last

Share
Profile

Follow
pow4ade

8,216 Posts.

248

02/11/17

09:08

Post #: 28423458
Share

Originally posted by akkatracker ↑

I fear you're painting an overidealised picture.

Tech companies were more than happy to give Xped a crack, and develop their own systems on the side, but when the company started messing around they dropped them off. It doesn't seem to help that Xped have mentioned that they have turned their primary focus elsewhere from ADRC.

I feel as though I have a fairly sound knowledge of the industry given I am an Electrical Engineer with a fair bit of experience in Embedded Systems - apologies if my description of Silicon Valley as a unit (with individual companies who all use their own stacks) didn't come across clear.

Personally, I have no doubt that management have blown the opportunity. The only way to salvage is to prove ADRC is something they NEED, which they don't as they all have their own stacks which they are happy about. For reference, Intel's IOT division pulled in almost 1 billion in revenue this quarter and that's only one company. Qualcomm, Cisco, Huawei to mention a few all have growing IOT sectors which are doing fine with their own protocols.

So there are two possibilities -

1, IOT continues to grow and grow and ADRC becomes the preferred method for IOT device management (which given management is unlikely). As time progresses, this becomes less likely too as other players enter the market or a dominant design emerges.

2, ADRC is not preferred by any tech companies and dwindles - a few hobbyists may use it but nothing more.

Your case of Cisco is a fair comparison but didn't require the cooperation of the computer manufacturers to create the mutliprotocol router - Cisco just wrote the software and built the device that could bridge multiple LAN protocols. Xped have to have chipmaker/solutions creators' cooperation.

Anyways apologies if any of this came across as rude, I just get very frustrated with Xped's vision. Only reason I'm not out is that I saw this as a binary opportunity and didn't put a lot in and thus don't have a parcel worth selling ATM. I guess now I hope that there's something in JCT.

Expand

Tech companies were more than happy to give Xped a crack...but when the company started messing around they dropped them off.

Interesting. How exactly, in your view, did management 'blow the opportunity' presented by tech companies?

Trying to determine whether the failure to gain traction is due to the strategy employed, personnel shortcomings, or simply the tech is only so so. To this end would love to get feedback from those decision makers who rejected the tech as to what the issue for them was exactly.

XPE Price at posting: 0.9¢ Sentiment: Hold Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

WTC

A sex scandal is unlikely to hurt Australia's tech crown jewel – just look at trades

BTH

Bigtincan bounces 9% after $409M merger proposal sets stage for Nasdaq listing

Superannuation Essentials: Building Wealth for Your Retirement

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

KAU

Kaiser Reef sets up $8M capital raising to boost expansion at A1 gold mine

There are more pages in this discussion • 4 more messages in this thread...

First 13 Last

Add OAK (ASX) to my watchlist

(20min delay)
Last 6.2¢		Change 0.000(0.00%)		Mkt cap ! $1.673M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
2	43	6.2¢

Sellers (Offers)

Price($)	Vol.	No.
6.8¢	42973	1

View Market Depth

No.	Vol.	Price($)
2	43	0.062
2	20400	0.060
1	82000	0.057
1	55000	0.053
1	100000	0.046

Price($)	Vol.	No.
0.068	42973	1
0.105	1524	1
0.175	22450	1
0.180	30000	1
0.190	29137	1

Last trade - 16.12pm 21/10/2024 (20 minute delay)

OAK (ASX) Chart

Day chart unavailable

ADRC potential, page-13

A sex scandal is unlikely to hurt Australia's tech crown jewel – just look at trades

Bigtincan bounces 9% after $409M merger proposal sets stage for Nasdaq listing

Superannuation Essentials: Building Wealth for Your Retirement

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Kaiser Reef sets up $8M capital raising to boost expansion at A1 gold mine

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

ADRC potential, page-13

Top Stories

A sex scandal is unlikely to hurt Australia's tech crown jewel – just look at trades

Bigtincan bounces 9% after $409M merger proposal sets stage for Nasdaq listing

Superannuation Essentials: Building Wealth for Your Retirement

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Kaiser Reef sets up $8M capital raising to boost expansion at A1 gold mine

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News