traviskp
Member
Is there a quiet period for companies Pre IPO? Curious as to why Mobile Eye's Facebook and Twitter pages haven't been updated since June 23.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
What other tech stock to consider?
- Thread starter Sanny
- Start date
Zzzz...
Member
I saw half of Mobileye roadshow, decided to watch whole thing later, but now they took it down.
$45 for an image processing chip seems expensive. $130 for three camera view system is very expensive. And competitors are Nvidia that already selling it chips to automakers(4.5million cars already on roads) for infotainment while advertising ADAS and Qualcomm, who also actively developing ADAS. And if chips from Nvidia/Qualcomm would be integrated by automaker anyway(infotainment and connectivity), why not to use them for ADAS, instead of acquiring additional chip from 3d party?
Another problem - Mobileye developed it core tech around 2004 and started to sell first version of it chip in 2007. But world have changed, around 2010 neural nets started to beat classical vision algorithms on hardest benchmarks. Large scale commercial deployments followed in 2012 for speech and image recognition. In 2013 ImageNet competition old school gave up, all entries were based around convolutional neural nets. No matter what subset of vision algorithms Mobileye is using, it wont be able to compete with systems based around deep learning in terms of accuracy. And Nvidia is very well positioned to take advantage of convolutional neural nets because most cutting edge research in deep learning currently done using Nvidia GPUs...
$45 for an image processing chip seems expensive. $130 for three camera view system is very expensive. And competitors are Nvidia that already selling it chips to automakers(4.5million cars already on roads) for infotainment while advertising ADAS and Qualcomm, who also actively developing ADAS. And if chips from Nvidia/Qualcomm would be integrated by automaker anyway(infotainment and connectivity), why not to use them for ADAS, instead of acquiring additional chip from 3d party?
Another problem - Mobileye developed it core tech around 2004 and started to sell first version of it chip in 2007. But world have changed, around 2010 neural nets started to beat classical vision algorithms on hardest benchmarks. Large scale commercial deployments followed in 2012 for speech and image recognition. In 2013 ImageNet competition old school gave up, all entries were based around convolutional neural nets. No matter what subset of vision algorithms Mobileye is using, it wont be able to compete with systems based around deep learning in terms of accuracy. And Nvidia is very well positioned to take advantage of convolutional neural nets because most cutting edge research in deep learning currently done using Nvidia GPUs...
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Soo... anybody have a clue when today MBLY will start trading on NYSE??? It's showing right now at $25 on both Google finance as well as NYSE.com but no activity...
hockeythug
Active Member
I think it takes a little bit for the bid/ask spread to come together. I remember watching the Facebook IPO on CNBC and it took a while.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
The thing is that I can't even put in a buy order with my bank... I can find the ticker but then I get an error message saying something like (translated): "The security can not be found in the trading system".
hockeythug
Active Member
InTheShadows
Active Member
hockeythug
Active Member
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
hockeythug
Active Member
Gonna have to call vanguard. Trying to charge me $50 because they claim its a foreign security.
InTheShadows
Active Member
Over 20mm shares traded now at 11:12 am - hockeythug's Vanguard dingdong should be told it's a NYSE listing, you're NOT buying it in Israel.
Over the decades, I've enriched a lot more fine folks at Goldman than they have to me. So why should it be any different today? :redface:
Over the decades, I've enriched a lot more fine folks at Goldman than they have to me. So why should it be any different today? :redface:
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
hockeythug
Active Member
GasDoc
Member
I got in on MBLY at 37.75 this morning.
While I am in the green, I would have done better adding to my TLSA or Pollo Loco position.
Mmmmm....Pollo Loco...
While I am in the green, I would have done better adding to my TLSA or Pollo Loco position.
Mmmmm....Pollo Loco...
InTheShadows
Active Member
Me too. I hope I don't regret sitting out on it. That's a huge difference in valuation.
Similar threads
- Article
