5 stars here, as its so well articulated, use it to make some mental models of what will come to pass l8er this yr. Also continue to notice that until recently nobody much asked what Dr. Saxe thought.Now he's in demand and that should continue or increase-( like our new Frinds at PEEL) He is making the most of his increasing opportunities. Nice that it just tells so well. Mispriced bet...
Tim Saxe, CTO, QuickLogic Corporation
The big thing that will happen in 2015 will be context aware smartphones. Apps have been sprouting like weeds because they bring great value to our lives by helping us make nearly every aspect of our lives more efficient. However at the same time the phone is making the rest of our lives more efficient, the vast number of apps on the typical user’s phone is making the phone experience less efficient and more frustrating as the user has to flip through screens or dive through folders to find the appropriate app. And to exacerbate the problem, the more we use the phone to manage our lives, the more we drain the battery creating the fear of being disconnected from our friends and colleagues and the services we have come to rely upon.
A context aware phone, one that knows where you are, can start to anticipate your needs. Sitting on a train? Then it is more likely that you are going to be listening to music and reading digital media – so make those apps more easily accessible. Sitting down to breakfast? Then it is more likely that you are going to want the news and see how you did on fantasy football. Sitting in your car? Then it is more likely that you are going to be listening to music and using the navigation function – so make them easily accessible. Also, you don’t want to waste power logging into all of the WiFi networks that you drive past, so turn off the WiFi, and if you are the driver you do want to use Bluetooth, so turn that on.
The context aware phone will restore the simplicity that we had a few years ago without reducing the rich capabilities that have developed over the past few years, making this the big win for 2015.
The blog post that goes along with it...
So some of the above features are exactly what we might expect when someone rolls with a context aware phone. It could change the device fairly QUIKly. Dr. Saxe articulates well how context will be a strong selling point for a device when it rolls.................
Commentary- We did a LOT of work as I was ALL ready to add a meaningful position of NOD.OL
as a focus holding as they are doing all the right things. But then then C Munger thing of looking at the lines on the bets. NOD 10x valuation of current BLE revenue stream. QUIK adding 100 man yrs of expertise and a LOT of it in Algo chef talents, Those Movea, SPI Trusted P went for some good $$ and soon/perhaps already we are at the amount. NO valuation is given 'lil QUIK for helping to usher in the above device. SO I took those NOD.ol $$ and bought QUIK as the pay out is so much greater from where it is perceived to be to where it has come.
Our resident CTO, futurist, and marathoner Tim Saxe was featured in ECN Magazine’s recent panel on “What Will be the Must-Have Consumer Product of 2015“.
Of course, his opinion may be somewhat biased, but there is no doubt that makers of smartphones and wearables are working towards devices which as always-on, and always-aware. They want devices that adapt to us (not the other way around). Device OEMs benefit from a strong reliance on devices, carriers from increased bandwidth usage and user data, and advertisers from user data at a macro (or micro) level.
And users, of course, benefit in a great number of ways:
* Phones that will react to being in cars (i.e., shutting down the texting on the teenagers phone driving down Highway 101 at 80MPH in the early 90′s Honda with the flashy wheels, loud stereo, and engine sputtering through the chainsaw muffler)
* Wearables that produce accurate fitness assessments and recommendation– taking data on cadence of steps, altitude, speed, time sitting vs walking, intensity of heart rate, UV exposure and others, instead of a simple step count (which is the most basic of measurements)
* Tablets that can be used to measure living conditions, including your houses humidity levels, temperature, air quality, etc…
…and a whole host of other applications just now being conceived
QUIK may very well be in every one of the above beta devices that are being tested on the benches and some of which will make it to market in the first half of '15.
I have looked for yrs. to find other investments in this arena. I did see what Authentec had and owned some shares when Apple took them out. NOD was the best diversification to QUIK for me to come along, but the discount given to QUIK, as though they are not in the ecosystems of sensors/sensor fusion, werables, IoT etc is just wrong. They are increasingly in the ecosystem so I will buy shares until it is repriced as a member of this exclusive group of companies.
It is a mispriced bet- is what the subjective probabilities increasingly say to me. The fact that Dr. Saxe is getting so much more well deserved press time is just one way to see how things are different by a LOONG way from even 6 months ago.
I ended up taking the push out of the FLagship smartphone with the S2 as a good thing to allow more expansion of the allocation for this time.
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