Short Term Trading Week Starting: 21st Mar, page-198

  1. 2,689 Posts.
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    Jasper was offered $1.9b by Cisco last month
    http://newsroom.cisco.com/press-release-content?articleId=1741680

    BUD undiluted is capped 1/60th of Jasper, does the same thing, just an earlier stage company.... (and in my opinion , better presented from a marketing point of view)

    I think the BUD/Jasper type IoT offerings are the real deal, they are not dealing with retail customers , not offering you the ability to allow your toasters to talk to your iPad (RYG...) or Drones that have IoT capabilities (AWO...), or street lights that are monitored via a backend (ODN...).

    The BUD / Jasper offering is rather signing on companies such as Telco's, Train networks, Governments, Automakers, Appliance manufacturers and helping them monitor , interpret, control their product suite via a single point using IoT

    Tesla is one of Jasper's big name clients, pretty amazing how far Jasper can help it....
    Screen Shot 2016-03-22 at 6.30.23 PM.png


    Just take a look at BUD's presentation to see the type of customers it is signing on or has signed on:

    Screen Shot 2016-03-22 at 6.39.22 PM.png

    US Government both federal and state


    @mouse , to answer your question regarding BUD's MC, its because it is a sleeper and is not the flavour of the month, PSF is

    Remember we had this little dialogue in a month or two and we will see where we are at... haha
 
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