A snip from the cc...


We are scheduled to initiate production shipments of our ArcticLink III S2 programmable sensor hub solution during Q4 to support the launch of an innovative wearable device by our first customer, a new Japanese OEM.

Read more: http://www.nasdaq.com/aspx/call-transcript.aspx?StoryId=2622215&Title=quicklogic-s-quik-ceo-andrew-pease-on-q3-2014-results-earnings-call-transcript#ixzz3Nac5QPS2

No I have no idea what this is but I did post 2 for consideration....

Logbar

http://logbar.jp/

Logbar's Ring Kickstarter Lets Users 'Shortcut Everything'

Epson..In Japan and trying hard for their new move into wearables.

http://www.digitaltrends.com/wearables/epson-runsense-and-pulsense-fitness-trackers/


We believe we will initiate production shipment of our ArcticLink III S2 next quarter to our second customer. The S2 will be used in a wearable device that will be introduced by a leading smartphone manufacturer that has strong brand name recognition.


I'm very proud to announce that we were ahead of what I thought was an aggressive internal algorithm development schedule. I'm even prouder of the fact that top tier smartphone OEM recently informed us that our predominant algorithm is delivering best-in-class accuracy that is height, gender, and stride agnostic.


Andrew Pease

We believe we have the most complete sensor hub solution in the market. We have the lowest power and the most flexible hardware solution available. We have best-in-class sensor algorithms. We have comprehensive silicon and algorithm roadmaps. We have an engagement model and tools that enable OEMs to integrate any combination of QuickLogic OEM or third-party algorithms in our sensor hub platform. We have all the necessary software drivers to be processor and sensor agnostic. We have a complete valuation environment for smartphones.

We have multiple reference designs and a valuation kit for the wearable market. We have a sensor qualified vendor list that expands all major sensor types and suppliers. And we have embedded programmable logic that enables OEMs to integrate functionality from discrete components into a single chip solution. In closing, I'm extremely pleased with the progress we've made towards realizing our strategic objectives, and I firmly believe that, they will lead to significant new product revenue growth in 2015.

Do I have anything of value that others don't have....

Maybe, maybe not.  I have read tons on the ecosystems, who bought who and the value of those acquisitions.  I know how many jobs have been filled at QUIK and what they wanted and that informed me of where we are headed. Subjective probabilities are just that- if you don't read a LOT and just know it for yourself- you have no subjective probabilities and have to make decisions in some other fashion.

I got to think over an important allocation to NOD.OL and read a lot about that. (I didn't do it as it not a mispriced bet)  ( Thanks for the help RC) Yes, they are going to win the race, but everybody knows it.

I know long term holder are more than winded, but most don't read about the adjacent possible and hence simply cannot see what is happening.  Values do exist beyond the metrics that financial houses use and that is what the adjacent possible says similar things in the ecosystem are worth. So it may be a tug of war, there are the 20% of float shares short.  

Those folks are off set by others, who may go to the CES and look for an investment in wearables, or the IoT and decide that QUIK is a vehicle for that.  They don't care about the past history- so in that sense any dots that help tie QUIK more openly into the rich coral reef of sensors/fusion, wearables, IoT, SoC, Smartphones will help shift the subjective probabilities toward investing in the biz.

Onward to 2015 and this is just the best time of the yr. with CES and the MWC.

For casual readers the biggest change for QUIK over the past 12 months has been the major investment in hiring hard to get algo chefs.  Many posts on this blog have related to this fact and

the allocation was excellent execution and I will sleep well at nite knowing that team is working as many hrs as needed to get it done, when it needs to be done.

The best dot that may turn out to be much bigger than considered at first?

PEEL, when Alibata talks the doors just open up. :-)