commentary on incremental info and how to make use of it in a Bayesian analysis sort of way.

This is subjective probability work and hence it is my own adjustments based on some serious reading and why I generally do not put it out there as it won't work for anyone else...it will be a work in progress as we will have more news item to look at.


In subjective probabilities I had been forced to wearables and did not allow to much work on Smartphones. With this cc I will be expanding my reading into Smartphones.

Geography- I did consider the flurry of wins that did not mean much in TAM but held promise of activity in perhaps the best location of all-In China. Incremental info is that we are hard at work having an Eos loaded they way they want, with their in house algos. That will be HUGE IMO to grease the skids for a broad adoption there. I look forward to reading of this perhaps when the Eos is shipping they will put out this item. Huawei would be one fine win, as would Xiaomi. This is now adjacent possibe territory for me and 10 wins of the right ones are more important than 100 tier 2/3 wearables. I like the Huami folder more now as it is really adjacent possible..if we should read anything with them we have Xiaomi in the bag.

The spread in the Tier 1-the phrase that said a very significant expansion of the evaluation there suggests we have now moved from a wearable to smartphone considerations there. I am going to use this as a mental model of how other initial slots may well go, a trickle to a torrent. I understand and appreciate that like the job listing for the SEC Korea post that QUIK is putting a huge effort into making it right here. THey are NOT majoring in minor things..they are majoring in Major things. 10 of the right slots!

This is info I have hoped for, but did not allow myself to consider as adjacent possible till this cc.

Really took an initial liking of the new guy and that he knows China, a great addition to the people. So I reread this item...


Apr 4, 2016

QuickLogic Names Robert (Bob) Schoenfield as New Vice President of Worldwide Sales


SUNNYVALE, CA -- (Marketwired) -- 04/04/16 -- QuickLogic Corporation (NASDAQ: QUIK), a developer of ultra-low power programmable sensor processing, display bridge, and programmable logic solutions, today announced that Robert Schoenfield has joined the company as vice president of worldwide sales. Bringing an impressive track record over the last 25+ years, Schoenfield assumes responsibility for the company's entire sales organization.

Schoenfield comes to QuickLogic from Audience, Inc., a mobile voice and audio-processing company, where he was vice president of worldwide sales and managing director of China. Based in Shanghai, he was responsible for all customer operations, relationship management, and executing sales and distribution strategies to meet the unique market requirements of OEMs and partners around the world.

Prior to joining Audience, Schoenfield was vice president of sales for North America at Polaris Wireless, where he was responsible for revenue generation and managing customer relationships with wireless carriers, infrastructure providers, and other strategic partners. Prior to that, he was vice president of sales and marketing at Aeris Communications and also held various executive roles managing sales and business development for Tetra Tech, Inc., and Nextel Communications. Schoenfield holds a bachelor's degree in business administration from San Francisco State University.

"Bob's impressive sales executive background with top-tier mobile OEMs in our targeted market area and his deep system-level applications experience will enable him to make a significant and immediate contribution atQuickLogic," said Andy Pease,QuickLogic's president and CEO. "I believe with Bob leading our sales effort, we will accelerate our growth in the smartphone, wearable and IoT markets."

We have incremental info on this new guy from his small part in the cc. Impressive, solid, well spoken, I liked how China companies are faster to move than the others. Use this to evaluate QUIK as a going concern. He HAD a great JOB with Audience, he does NOT have to work at QUIK, he knows these markets well enough to make a very sound decision. He is putting his shoulder to the wheel for QUIK- his experience in managing China is HUGE as its not a place for the novice to try to understand how it works. 

Consider he has done more in a month than we could have hoped for and that he can manage any budding relationship into a whole LOT more.

Thanks Bob S, for your joinging the company I am a part owner of, thanks for being on the cc so I could listen a little. I LIKE CHINA a lot. 5 Stars, bring them home for us. Thanks in advance.