1. jeff, Aug 4, 2015Report

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2. 

   jfiebMember

   It is wrong not to study the roadmap as that is the Future, consider that there will be one.
   At some point let go of the anger that is evident in posts on this thread that expressed…
   
   Don't waste your time, or mine with this S4 nonsense……...Why talk about the S4, why talk of the future...
   
   I sift the sands looking for viable places to invest into the mobile space…pretty hard.
   
   try and find one, NOT so easy. I have seen about 6 companies I would buy, but all private. I tried to buy Nordic, but could NOT do that due to valuation.
   QUIK is just getting noticed as being in that sensor fusion coral reef/coffee house.
   
   
   1. Runtastic device-the fact speaks for itself. It is different in that it can collect 6 mo of data, without missing any…..huge difference from the EXACT thing that Dr. Saxe speaks of.
   A complete set of pretty good data beats great intermittent data you get from most everybody else. NO frustration, not in DRAWER.
   
   Vibrant ecosystem- alive with youth, health, ideas..there is something uplifting about this as they are really making the world a better place for each person in their ecosystems.
   Some had conspiracy theories about the market and why QUIK moved as Runtastic leaked. To me its just the vibrant coffee house of sensor fusion. If are are in it you just know of the coolest things that are happening. Consider that QUIK will become increasingly known on the Sensor fusion coral reef, where valuations are made differently. My reading on S Johnson's adjacent possible will become increasing great background for what is happening.
   
   2. Consider PMCW commentary on what SenseMe might do for us. We have to get used to this nice faster pace evident in algos, and that they will just keep coming.
   
   3. If the coral reefs are teeming with life and activity just use the rapid evolution of Runtastic and that we were working with them a long tine before they went to Adidas and that this stuff will continue apace. It is the same for all the rest of the pieces needed for the future. Using this sort of process as a way of valuation QUIK is away undervalued and why I scarfed up as many additional shares while is was on sale.
   
   SO I will continue to work on the S4 as it IS a very valuable exploration. So on to the S4…
   
   
   1 It's NOT a build it and they will come roadmap. We have very real world input into what is needed and QUIK has shown us what to expect….
   the Jan slide deck- I have gone over it again.
   
   http://files.shareholder.com/downloads/QUIK/3938887481x0x805937/3432667C-B78D-49DB-9352-B933AEA21C2F/Mobile Sensor Deployment - Making the Whole Greater Than the Sum of Its Parts QuickLogic Webinar 29 January 2015.pdf
   
   where is the key?
   
   here…
   
   
   
   
   
   •Conclusion:
   
   •When you don’t need flexibility – hardcode the operations
   
   •When a calculation is done a lot – hardcode the operations
   
   • software/hardware partitioning is the key to ultra-low power 
   
   
   
   •Simultaneous optimization leads to more than the sum of the parts
   
   the Eos is the embodiment of the above statement, thats why it is MIG's product of the month( especially the Sensory hard code- so much better than I could have hoped)
   
   So for the S4?
   
   More of this
   
   THe hardcode of Sensory is so GOOD, if another block should show itself to be as pervasive than we will hardcode it.
   The value for part owners of the biz has been written on by PMCW. THey have developed this capability to be flexible where needed and
   extend into hard gates when it is pervasive. For me this make a 1.00 invested into QUIK as a 10% investment into Sensory, diversity in crucial IP.
   
   Why?.. QUIK's implementation is THAT good.
   
   Where will the S4 extend?
   
   Say the second FFE is needed more and more…..harden the 2nd one. If not it will stay they way it is.
   the algos for Indoor location at some point are compute intense and crucial and settle down….hardcode that and add another core just for location.
   Loc core.
   
   on and on. Use the rice terrace pic for the mental model.