BRN 4.55% 21.0¢ brainchip holdings ltd

Why I have sold all my BRN shares – Worth a read for non-holders., page-4

  1. 1,966 Posts.
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    Firstly thank you for taking the time to actually articulate valid points on why BRN might not succeed, the first person to actually raise points about the technology and not just spill crap about presentation quality etc so for that I thank you as an opposing view is always good to have. I do have a few follow up questions though!
    - At the start you mention a lot about smartphones and smartphone companies adopting the akida1000 chip but from my research and the newly released video on the website smartphone tech isn't on their radar so I'm curious as to why there's two points discussing the topic?
    - Intel have stated they don't have any plans to commercialize their Lohi chip as it requires more research but they have the cloud services in the meantime, with the Neuromorphic chip market projected to reach 10.7b by 2027 there is obviously an appetite for chips over cloud so how would this effect the Akida device if Intel aren't ready to hit this market?
    - On the topic of NDA's and EAP the Co have stated that commercialisation will be happening in 21 so it would be my understanding we won't hear too much about these until contracts are signed etc which from the comment of the Co will happen in 21, curious to hear your thoughts on why if you held for so long why would you sell when we are close to that coming to life?
    - With the NASA budget drastically increasing over the last few years with a funding of 10b in fiscal 19 I see NASA as both a prestige contract and one that could also be quite fruitful in the $ amount attached especially in a sole source contract, do you see the NASA budget being decreased going forward?

    Again I want to reiterate thank you for your opposing view and taking the time to formulate a valid argument!!
 
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