Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : InvenSense (INVN) -- Ignore unavailable to you. Want to Upgrade?

To: brokenst0nes who wrote (173)	11/2/2013 8:24:49 AM
From: Taylor Mill	Read Replies (2) \| Respond to of 351

brokenstones I don't think anyone will agree with the INVN strategy as meaningful for the upper tier devices. I think the trend is clear that upcoming devices will have as many as 10 - 12 different sensor types. Processors will need to interpret all of them together in various combinations and permutations. For INVN to suggest that they can compete by offering their own proprietary devices and software that only applies to 4 or 5 of the desired sensor types is fallacy. I was very disappointed with their conference call comments. On the other hand, no company is likely to supply everything. INVN is likely not to expand their varieties of sensor types or likely to ever sell an independent processor chip. They need to focus their strategy on what is the best types of discrete devices to sell into the higher end market. Their own integrated device strategy is probably workable if they desire to target it only to the lowest end smartphones with their most sophisticated devices. Or to sell these only into single purpose devices like health and exercise monitors or game controllers. It's a big market --- I'm still confident that INVN will be a key player as they get this all sorted out