Feelings

Woh oh oh, feelings....

Ultimately this was a supremely professional and confident presentation & Q&A session.

'Without our graphics, the smartphone revolution would have been 5 years later'

Ballsy.

Many concerns assuaged here I think, some of the nuances ref the Mediatek relationship are hard to communicate and their decision to dual source (remember they took a MALI license BEFORE their IMG license IIRC) is one of these. It seemed like more of an incidental result of power politics and oversights internally during the mergers of various business divisions and apologies WERE MADE in relation to the manager's comments - it was not right and no-one should base any decisions on it.

The other thing that you had to see their eyes for was about the competition and the benchmarking questions. Not all test platforms are genuine reflections, not all benchmarks mean that much, power consumption will be more of a factor in future generations of tests, if you want to just make things bigger and run them faster you will run out of headroom.

If you run to the bottom and sell crappy tech as new tech then you get found out when the lower end moves up - I feel that this is why there is a Rogue 6100.

I am sure this report will not convert any views, but it is as accurate and honest as I can recall - I am here, listening, writing, asking questions, etc so a little overworked on an iPad !

If you take ANY negatives I really don't think you were reading it right or I wasn't writing it right.

Ultimately, if you are a worried shareholder or a happy shareholder, there is really nothing like being here. You get so much more out of it and will be more able to make comment on very important matters you have concerns over rather than sitting at a keyboard making comments that are ill informed by definition. If you have concerns there is no better place to be than in front of the people who can give you the answers - and if you don't buy their answers you can tell them, ask them for clarification or just plain tell them you don't believe them. I know it's easier to sit at home moaning but if you're serious about it then a small amount of effort is 100% worth it.

More to come later - either here or in another place following the casual chats later.

Thank you Kings Langley, you've been great.

More, MORE !

Ok, the new building is very nice, I'm sure the Californians feel quite at home when they're visiting.

Peace :-)