Tuesday, August 11, 2015

Eos,  they sure did pick a good name….

The beautiful Goddess of the dawn who brings the hope of a brand new day.

works for long time holders too. I still own the shares I got for .60 ( or so),but the ones I got this wk are probably a better deal.

I think one of the keys to W Buffet, is the idea of the insurance float.  Not only did it give him access to capital, but the premiums come in and he has that float $$
to expand holdings if the price is right.  So I changed my life so that I have a little extra every month, a personal float and like that.

Brian Faith said everything for Eos will be ready when it samples, including the algos, so I am sort of thinking we get the CHR algo about that time too?
Paul McWillism's recent item also expressed well how the take out of SPI may have been one of the best things that has happened as now SenseMe ( also great name) has "resounded"
for success.  It was anxiety provoking at the time, but now it was a window of opportunity and QUIK did the right thing.  It supports the conclusion that management
is really what you want.  There was no fast fix, they just rolled up their sleeves and did what needed to be done.  Made lemonade out of the lemons.
Paul was foreshowing that we might get some news in this regard that will make long term holders happier and maybe get some new blood looking the business over.

On the C compiler-  The familiar, is hard to beat, so I am with wkav.  There are now 100s of software algo people who feel right at home with the Eos-that will be off and running without taxing QUIKs finite hand holding resources. Really good?

I think the PMCW essay does a very good job with the idea that it really is a new day for investors in the QUIK biz.

One new thought for me as follows:  I only know one thing and that is the mobile devices and I sift the sands for companies to invest in. Many I would like to invest in are private.
I would look Sensory over, but they are private,  QUIKs implementation may allow my shares to be a Sensory proxy, i.e. my investment in QUIK also covers the audio UI off small devices. A dollar invested into QUIK has at least a 10-20 % covering Audio?  


Philips has such a nice ecosystem for the cloud.  They have that excellent CHR sensor, but have sold it to others…If I were them I would start making some bands for thei many consumer brands?

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