Saturday, December 20, 2014

OK Digression

Mistah Kurtz?  The important shadowy figure in the book, "Heart of Darkness."

TS Eliot Poem, part of which has stuck with me a looong time.


THE HOLLOW MEN: TEXT OF THE POEM


Mistah Kurtz—he dead.


http://www.shmoop.com/hollow-men/poem-text.html

later in the poem is the part that stuck


Between the idea
And the reality
Between the motion
And the act
Falls the Shadow
For Thine is the Kingdom

Between the conception
And the creation
Between the emotion
And the response
Falls the Shadow
Life is very long

Between the desire
And the spasm
Between the potency
And the existence
Between the essence
And the descent
Falls the Shadow
For Thine is the Kingdom


The most common question I got asked on the forums I have been on, sometimes with some
exasperation,
"What does this have to do with QUIK."


What does this mean for QUIK.

So a distillation of the things I have read this year.
QUIK is really in the MEMS sensor /algo ecosystem, it is very, very clear from the people they have hired in the ALGO end of things, to the stages they now share with some other nice names, to the Nordic page that shows the wearable ref design.

http://www.nordicsemi.com/

To the PEEL, with its 50 million from Ali to pursue its visions.

None of this is priced in the stock at this time. NONE of it.
They still are priced as in the TS Eliot poem, in the shadow, BETWEEN
before the response.  etc.

What will change that?

CES will help, MWC ( PEEL keynote, and a Smartphone focus) will help.
A Flagship Smartphone from any name that we all know will be THE first
major realization-the shadow that falls between goes away.

A collection of wearables-the shadow that stays with QUIK goes away.

When will that happen?

In the course of the first 6 months of '15 for some of it.

The S3 has the word revolutionary attached to it.  I think I know what to expect in this regard, but there is a chance that its more than that...

What are the probabilities that this does NOT happen? ie the 20% of the float that is short is right?

For me....about zero, so I like that fact they are still there waiting for more profit before they close out.
Don't they see that wave out there getting closer and closer for QUIK to catch a ride on?  Guess not and that they refuse to see it until the shadow is removed. QUIK being silent and just running the business is fine with me....

That move by QUIK into algos can be glimpsed now as spot on.  As we go forward keep your eye on
the phrasing around the algos.

QUIK how is that Indoor location coming anyway?








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